dragonfly

add your first client

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

3 steps~2 min

1
open dragonfly
click "dragonfly" in the sidebar. dragonfly is for active clients — leads live in marigold until they convert.
2
click "new client"
fill in name, email, phone, and any custom fields. all fields except name are optional.
3
save
the client lands in your list. you can attach jobs (crawdad), invoices (pawpaw), and files (bullfrog) from their detail page.
tip
import a whole list at once via "import csv" — match columns to dragonfly fields and we'll handle the rest.

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