Company client
- The company is the client and its people are its contacts
- It holds the tax details your documents print
- It is what proposals, invoices and projects point to
Clients and contacts
Clients and contacts is where AgentticCRM starts: every company or person you work with gets one record holding their details, their people, their history and their money. Open it before a meeting and you arrive knowing what was agreed, what was done and what is owed.
- One record per client, with everything about them
- People with or without a company, as your case needs
- Invite your client to the portal from their record
AgentticCRM's Clients screen with fictitious data: the plan's capacity and portal seats beside the archived, import and add buttons; six figures (total, active, deactivated, active and inactive contacts, connected now) and the table with number, company, primary contact, email, phone, active switch, client type and creation date.
Everything about a client on a single record
The record opens on Overview, and from there you reach the client's contacts, notes, invoices, payments, proposals, expenses, projects, tasks, tickets, meetings and files. Every section shows the client's full history, not only the current month.
The Profitability section shows what you invoiced, what you collected, what is still outstanding, the expenses, the net and any credit in that client's favor. When you need it line by line, the statement prints from the same screen.
Three ways to record someone new
Not every person belongs to a company, and not every company has to be created on day one.
Individual client
- For when your client is a person rather than a company
- The account is created under their name, with them as the primary contact
- You invoice and collect from them just like any company
Prospect contact
- You save the person now, without inventing a company for them
- You link a client later, without retyping their details
- It lives under Contacts and is searchable by name, email, phone or job title
The same email address can sit under two different clients: a shared mailbox, or a consultant working for both, never forces you to choose.
What you do from the client record
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Notes and reminders
Leave dated notes with your name on them and schedule a follow-up reminder. When the date arrives, you get the notice.
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Files on the record
Upload contracts, minutes and anything else the relationship needs, and download them from the same screen.
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View as client
Before you invite anyone, open the portal exactly as your client will see it. It is read-only, so looking changes nothing.
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Invite to the portal
Give access to the contacts who need it, see who has it and take it away when the relationship changes.
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Active and archived are two different things
Deactivating closes the portal and keeps the client on your list. Archiving files them away with their whole history, frees up room on your plan and can be undone.
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The extra details your organization needs
If a detail you need is not there by default, add it to the client record and it is available to your whole team.
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Collection settings for each client
Adjust the frequency of reminders after the due date, disable advance notices or choose to send to all their billing contacts. Also configure the withholdings prefilled on their new invoices.
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Do not contact
Block a client or contact to prevent email and proposal sends in the channels covered by the block. A client block covers their contacts. Invoices and credit notes keep their documented exception for sending tax documents.
How you bring in the clients you already have
Your clients already live somewhere: a spreadsheet, or the system you used before. Bringing them over takes four steps, and you review every one.
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Upload the file
Export your clients or your contacts from wherever they are today and upload that file.
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Match the columns
You say which column is the name, which the email and which the tax ID. Before anything is saved you see a preview of what will be created and what will be updated.
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Review before saving
You see what will be created, what already exists in your organization and what needs a correction from you. Fix rows one by one, cancel, or try again.
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Confirm
Only then are the records created. If you upload the same export again later, what is already there is updated instead of duplicated.
Before you delete a client, the screen tells you what would go with them: their contacts, notes, files, reminders, proposals, invoices, payments, expenses, projects, tasks, tickets and meetings, each one counted.
Frequently asked questions
Can I save a person who does not belong to any client yet?
Yes. It is called a prospect contact: you save their name, email and phone, and link a client once the relationship takes shape. In the meantime they appear under Contacts and you work with them just the same.
How do I see what a client owes me without opening Invoices?
The record itself shows it: invoiced, collected, outstanding and credit in their favor. From there you print their statement to send it over.
Can I add a client from ChatGPT or Claude?
Yes. Once connected to your organization, either one creates the company or the individual client, adds their contacts and files the note and the reminder from the call, with your own permissions.
How many clients fit in my plan?
Your plan sets how many current clients you can have, and the Clients header shows how many you are using. Archiving one frees up room and keeps its full history, ready to come back when the client does.
What does my client see when they sign in to the portal?
Their proposals, invoices, projects, meetings and tickets. With View as client you check it yourself before inviting anyone.
Can I import twice without creating duplicates?
Yes, as long as your file carries the identifier your previous system used. With it, the second import updates the records instead of creating copies.
Clients and contacts works together with
- Sales pipelineA deal can start without a client and create the record once it moves forward.
- ProposalsEvery proposal goes out with the recipient, the address and the currency already filled in.
- InvoicesInvoices inherit the client's tax details and add up their balance.
- Client portalThe contacts you invite sign in to see their own things and nothing else.
- Inbox and WhatsAppEmails and WhatsApp messages stay next to the person who wrote them.
- Data import and migrationThe reviewed import brings clients and contacts in from a spreadsheet.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.