Where do you store all your project/client details?

As a freelancer, I work on lots of different client projects. This means lots of different server environments, workflows, tools, keys, logins, and documentation.

Over the years I've been putting all this info into various note-taking apps, filed under the client name and the project name for the client.

Sometimes this is enough, but at times this can also get messy, especially when there's information shared across different projects.

And sometimes there's information that you just forget to note down and then a year later when the client comes back to me again for some new work, I would have forgotten that info and it's a pain.

So I'm wondering if any of you folks have a good system for this.

How do you store important client and project related info that you need for your work?

Comments

[Dollar Dhingra]

I personally use Google Sheets for saving all my information. For eg: I have a Google spreadsheet for keeping all the information for the investments made in a financial year. I have another sheet for the major bills & expenses. The advantages for using Google sheets are:

• Accessibility: access sheets from any device easily
• automatic backup & versioning
• simple & flexible to use
• easy collaboration Also, don't save any passwords or secrets in the sheet, although you have an option to keep the sheet private to yourself but you should use password managers for storing client secrets always!

[farez]

Thanks, Dollar! Google Sheets is actually a nice idea. I could create one workbook per client and one tab per project for that client.

And yes to using password managers for client secrets.

Nice!

[Dollar Dhingra]

Yes that is also a good idea. Also, you can just have a separate column for project and for client. And then you just have to apply the filter. This way, you don't need separate tabs or workspaces