What are Clients?
The Clients section in sales allows you to store and manage all your customer information in one place, making it easy to link them to deals, quotes, projects, and invoices.
Each client record includes key details like contact information, tax ID, projects, purchase/sales invoices, and activity history, helping your team maintain a 360º view of every customer relationship.
How to add a new client
- On your sidebar, go to → Sales → Clients.
- Click on + Add client (top right corner).
- Fill in the required fields:
- Legal name
- Tax ID (optional)
- Address
- Click Create.
Tip: You can also import in bulk existing clients from a file or export them by clicking the ⋯ (More) menu on the top right.
How to import or export clients
-
Import clients:
Upload your client list directly from a spreadsheet. This is ideal for migrating data from other systems.
- Export clients:
- Download your current list for reporting, backup, or integrations.
Client overview
Click any client in the list to open their profile view.
From her, you can access a complete summary of their activity:
- Projects: total hours and related projects.
- Tasks: overdue, due, and upcoming.
- Purchase orders: total and closed.
- Invoices: authorized, outstanding, and overdue.
On the right panel, you’ll also find legal and contact details — including tax ID and address.
Client tabs
Each client includes multiple tabs to manage all related data:
- Overview: general summary of projects, invoices, and purchase orders.
- Contact Details: edit or update client information.
- Projects: list of projects associated with this client.
- Purchase orders / Sales invoices: see all related documents.
- Deals & Quotes: track ongoing opportunities and proposals.
- Files: attach relevant documents.
Managing your clients in CRM gives your team a single source of truth — ensuring everyone (Sales, Finance, Projects) is aligned and working with up-to-date client information.