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  • Apr 7, 2025
  • 1 min read

Updated: Apr 10, 2025

Clients Overview


Tired of having to maintain complicated spreadsheets to store information on the people you work with? With Clients, you can keep track of all the people you work with in just a few clicks.

What Information Can I Track?

We currently support the following features for each client:


  • Name

  • Primary Email Address

  • Secondary Email Address

  • Primary Phone Number

  • Secondary Phone Number

  • Address (with directions)

  • Notes (bold, links, etc. is all supported)


Only a name is required, so each client can handle unique information!


Add a Client

Adding a client is as simple as a few clicks away. Just enter the information you have on them. This can always be editing later. Learn More


Filtering Clients

Have a large list of clients? You can filter by name/primary email, and sort by nam, primary email, and date last modified. Learn More


Edit a Client

Editing a client is just as easy, and can be done at any time. Just open up the detail view, make your changes, and save. Learn More


Remove a Client

Have someone on your Clients list you don't want there anymore? You can delete a Client at any time. Learn More



 
 
Add A Client

Adding a client on Ensurely is simple! Have a new Client ready in just a few clicks.

 
 
Filtering Clients

Looking for a specific person? With filtering, narrowing down your Clients can be as granular as you'd like.

 
 
Edit A Client

Editing a client is just as easy, and can be done at any time. Just open up the detail view, make your changes, and save.

 
 
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