CRM Clients
A client is the central object in CRM - it represents a company or individual you work with. Contacts, deals, tasks, invoices, and the entire interaction history revolve around it.
Client Types
- Buyer - purchases your services or products
- Supplier - you purchase from them
Client Data
Basic Information
- Company name or first and last name
- Email, phone, mobile phone
- Tax ID (NIP), REGON, PESEL
- Website, domain
Address
- Street, postal code, city, region, country
- Optional delivery address (if different from the main one)
Financial Data
- Bank and account number
- Billing amount, payment period
- Discount
What You Can Add from the Client View (+ Add)
On the client card there is an + Add button - it expands a menu with items that will immediately be linked to this client (pre-filled client_id, contact details, etc.).
In the menu you will find:
- Contact - a person associated with the client (employee, decision-maker)
- Deal - a sales opportunity
-
Email - a new message,
to:auto-suggests from the client’s email - Task - linked to the client
- Helpdesk ticket - a ticket from this client
- Note - a short entry in the history
- Document - a file assigned to the client
- VoIP call - call registration
- Work time - workinfo for billing
- Task list - a group of tasks
- Project - with the client as owner
- Invoice - a sales document
- Order - an order document
- Quote/Work order - quotation; marked with a “Quote” badge on the sales list
- Event - in the calendar, linked to the client
Some items only appear when the corresponding module is active (e.g., invoices, orders and quotes require the Sales module; events require the Calendar).
Next to + Add you may also see a Generate document from template button - it appears when the system has templates for clients. If there are none yet, the + Add menu includes an Add document template option.
Contacts
Each client can have multiple contacts - people associated with them. One contact is marked as the primary contact, and their details are suggested, e.g., when composing emails.
Statuses
A client has an assigned status - typically “New”, “Active”, “VIP”, “Inactive”. You can change statuses individually from the client card or in bulk from the list.
Tags
Clients can be tagged. Tags help with segmentation and quick list filtering.
Boxes on the Client Card
The client card displays boxes with related objects:
- Contacts, Deals, Notes
- Tasks, emails, calls, helpdesk tickets, chats, documents
- Sales - orders and quotes with this client; quotations show a “Quote” badge
- Invoices, projects, events
Boxes are dynamic - a section with no related records is hidden.
Merging Clients
The same client may have been added to the database multiple times (different Tax ID format, typos). Instead of deleting duplicates - merge them. The system will transfer all associations (contacts, invoices, emails, tasks) to a single record.
Archiving
A client can be archived instead of deleted. They won’t appear on default lists, but the data and history are preserved. You can restore them at any time.
External ID (external_id)
A field for an identifier from an external system (another CRM, ERP, online store). Useful for:
- Synchronizing with another system
- Searching by an external key
- Upserting via the API (
POST /crm/clients/upsert.json)
GUS Lookup
Enter a Tax ID (NIP) - the system will query the GUS (BIR) registry and suggest the company name, address, and REGON. Saves manual entry of company data.