CRM — contacts & companies
The Klient CRM is deliberately simple: people (contacts) and organizations (companies), with every invoice, document, contract, project and workflow run linked back to them.
How the CRM connects everythinglink
- check_circleA contact is a person — name, email, company link, portal access flag, and notes.
- check_circleA company groups contacts and gives you a company-level view of engagements.
- check_circleInvoices, document requests, contracts, proposals, projects and workflow runs each name the client they belong to — the contact and company detail pages show that full history in one place.
- check_circleThe contact’s email is what portal sign-in and outbound emails (invoice sent, documents requested) are addressed to — keep it current.