dragonfly

create a client record manually, or import a csv from your old system.

when a lead is ready, one click moves them to dragonfly with their history intact.

use tags to group clients for filtering, reporting, and targeted outreach.

moving from another crm or spreadsheet? export to csv, drop into dragonfly, and you'll have your full client list in dragonfly in under a minute.

every business is different. lawn care wants property size; salons want hair type; consultants want referral source. add custom fields once and every client gets them.

duplicates sneak in — same person, two emails, two records. dragonfly merges them into one without losing history from either.

contracts, photos of the property, signed estimates, scans of their preferences — every important file lives on the client's dragonfly page so you can find it without digging through email.

every business loses revenue to forgotten follow-ups. dragonfly's reminder system pings you on a date you pick — for any client, any reason.

every client carries a lifecycle pill at the top of their card — active, at-risk, or inactive. it's how you keep your real client list separate from the long tail you haven't worked with in a year.

per-visit, monthly, or manual. billing rule lives on the client's profile so you and the team know how this customer pays — without anyone having to ask.

search and the dropdown filters get you 80% of the way. for the rest — "vips in el dorado who haven't been billed in 60 days" — use the filter builder. stack as many conditions as you need; results update live.

saved views remember the search, dropdown filters, sort, group-by, and your filter rules. "vips," "at-risk," "new this month" — bookmark each combo once and switch between them in a click.

as your filter library grows, it helps to clean up. rename anything that's gotten vague; delete the ones you stopped using.

five field types: text, long text, number, date, dropdown. the type changes how the field works in filters, exports, and the detail sheet — pick once, it's painful to change later.

for B2B work, the company matters as much as the person. dragonfly's companies surface gives you a roll-up of every contact, invoice, and job at one company on a single page.

for clients with more than one address — north warehouse, downtown shop, second office — add each as a location. crawdad jobs and pawpaw invoices can pin to the specific site.

every client's detail sheet has a count strip — invoices, jobs, bookings, messages, contracts, files. click any chip to filter the activity feed to just that source.

tasks are lighter than reminders — short to-dos that live on the client card. "call back about patio quote," "send the spring promo email." check them off as you go.

for clients who've paid you through pawpaw, dragonfly surfaces their saved card brands and last 4 digits on a payment-methods tab. helpful when they ask which card they're being charged on.

select a batch of clients and apply tags, change lifecycle status, or archive in one move. helpful after a campaign ("tag everyone who replied") or when you're rolling out a new tier.

for sharing a list with an accountant, a partner, or pulling into a spreadsheet for analysis. export respects whatever filter is active — "only vips" gives you only vips.

duplicates surface as a panel from the toolbar. the count chip shows how many likely-dup clusters exist; open the panel to review them side by side and pick which to archive.

dragonfly doesn't actually delete contacts — it archives them. archived contacts stay in the database (so their invoices, jobs, and history don't break), they just disappear from the active list.