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Client Master
FreeA template for keeping core details of your business partners in one list. Track type, credit rating, and owner to understand each account and support credit decisions.
Account | Type | Credit Rating | Owner | Since | Notes | |
|---|---|---|---|---|---|---|
| 1 | Greenleaf Trading | Customer | A | James Wilson | 2024/04/01 | Top account; pays reliably |
| 2 | TechSolutions Inc. | Customer | B | Emily Carter | 2025/01/15 | New win that became a steady account |
| 3 | ABC Consulting | Subcontractor | A | Michael Brown | 2023/09/01 | Partner on joint proposals |
| 4 | Green Foods Co. | Customer | A | Sophia Lee | 2024/07/01 | Monthly recurring orders |
| 5 | Mirai Trading Co. | Customer | B | Daniel Kim | 2025/06/01 | Reviewing their credit limit |
| 6 | Nippon Logistics | Customer | A | Robert Taylor | 2023/03/01 | Long-standing premium account |
| 7 | Metro Auto Leasing | Supplier | B | Olivia Martin | 2024/09/01 | Leases our company vehicles |
| 8 | Sakura Design Studio | Subcontractor | B | David Clark | 2025/10/01 | Creative production vendor |
| 9 | Sunflower Manufacturing | Supplier | C | Hannah Walker | 2025/12/01 | New; keep credit cautious |
| 10 | Bright Clean Services | Subcontractor | A | Ethan Young | 2024/07/01 | Handles our cleaning contract |
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