Client CRM

Client Master Records & Contacts

Centralized CRM managing client rate cards, payment terms, VAT IDs, and multiple contacts per account.

Configure billing addresses, VAT IDs, payment targets, and credit terms. Manage multiple stakeholder contacts per organization seamlessly.

Assign customer-specific rate cards per craft discipline to guarantee automated, error-free proposal and invoice calculations.

Pro Tip

Pro Tip: Shared client notes and communication logs keep the entire account team synchronized.