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CLIENT RECORDS

Everything about your client in one place

Contacts, projects, quotes, invoices, documents and every contact moment are in the client record. With branches, delivery addresses and price agreements, and you fetch the company details from the Dutch Chamber of Commerce (KVK). In every plan.

THE RECORD

One overview instead of ten folders

At the top, tiles show how the client is doing, with tabs below for contacts, projects, quotes, invoices, documents and activities. The Attention block names what needs follow-up now: a late invoice, a document that expires within 30 days or a follow-up action that is overdue.

  • Contacts with job title and phone, also without a portal login
  • Documents such as contracts and insurance, with versions and an expiry date
  • Payment term, invoice email, separate billing address and IBAN per client
  • A logo per client in the lists

CONTACT MOMENTS AND FOLLOW-UP

Never forget anything after a phone call

Record every call, visit or email with a short report. If something needs to happen next, set a date and a colleague. They get a notification when it is assigned and on the day itself, and the action stays in My actions until it is done.

  • Recent events on a timeline: contact moments, projects, documents, quotes and invoices
  • Follow-up actions only go to your own employees
  • Completed by whoever recorded it or by the colleague it is assigned to

Also in the record

Branches

Record a branch or subsidiary under the parent company. Each branch keeps its own details, contacts and projects.

Delivery addresses

Several delivery addresses per client, with an on-site contact, opening hours and unloading instructions. A new project suggests the default address.

Details from the KVK

Search a company by name or KVK number and copy its name and address. The VAT number is not in the trade register, so you enter it yourself.

Price agreements

Your own hourly rate, a fixed discount or a price per article, with a validity period. One button applies them to a quote or invoice; a price you type yourself never changes silently.

Reverse-charge VAT

Switch on reverse charge for the client and quotes and invoices go to 0% with the note "VAT reverse-charged", on the e-invoice (UBL) as well.

Client messages

A tab with all conversations about this client's projects, showing what is still open.

Frequently asked questions

Yes. Quotes, invoices, price agreements and reverse-charge VAT belong to the Quotes & Invoicing add-on; without it, you do not see those parts in the record.
Yes. A contact without a login gets no invitation and does not use an app licence. You can give them access later.
The company name and visiting address. The VAT number is not in the trade register and you enter it yourself.
Only people allowed to view quotes and invoices. The rest of the team sees the record without amounts.

All your clients in one clear record?

Book a demo and see a client record with projects, contact moments and follow-up actions.

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