Client List

The client list allows you to view and manage all your professional contacts. Each entry displays essential client information for efficient management.

Watch the step-by-step tutorial

Open this page in the app

Displayed Information

For each client, you can see:

• Client name
• Email address
• Phone number (with direct call link)

Available Actions

For each client, you have the following options:

• Edit - Update client information (pencil icon)
• Client Portal - Access client portal (eye icon - Coming soon)
• Communication:
  • WhatsApp - Send instant WhatsApp message to client
  • Direct Call - Click the phone icon to call the client

These direct communication options allow you to contact your clients quickly without leaving the application.

Converting an Individual Client to a Company

When created, a client is either a Company/Organization or a Contact/Individual. A company record has no contacts section. An individual has a single contact (first name, last name, phone, email), with no company name or TIN, and no way to add more.

If that individual later registers a company, you don’t need to create a new record:

1. Open the client record in edit mode.
2. Click Convert to company.
3. Fill in the company details: company name, email, country, legal form, and TIN.
4. Save.

The original contact is kept as the company’s contact. As soon as you convert, a Contacts section appears with an Add a contact button; every time you reopen the record in edit mode afterward, this section stays visible — this is the only case where a company record shows contacts. A row that was just added but not yet saved can be removed; a contact that has already been saved cannot be removed from the interface.

Before converting: all documents already linked to this client — quotes and invoices, including ones already issued — will now display the company’s information, since they are generated from the client’s current information. This is the intended behavior when a quote was issued in a person’s name before their company was registered.

• Conversion cannot be undone from the interface.
• The company name must be unique: saving is refused if another client already has the same name.

Client Import

To facilitate data migration, you can import your existing clients:

1. Click “Import” at the top of the page
2. Select your CSV file
3. Map your file columns to corresponding fields
4. Review data in the preview
5. Validate the import

Import Format

• Accepted format: CSV
• Required fields: Client name
• Supported fields:
  • Name
  • Email
  • Phone
  • Address
  • City
  • Country
  • TIN (Tax Identification Number)

Upcoming Features

• Customized client portal