The Clients solution is your customer database. Once someone moves from potential customer to paying customer, they become a client. This is where you manage everyone you’re actively working with, track their projects and invoices, and maintain your complete business relationship history.
What Goes in the Clients Solution #
Clients are the people and companies you do business with. While your CRM tracks potential sales, the Clients solution tracks actual customers.
Every client record stores contact information, communication history, and connections to their projects, invoices, and documents. When you need to see everything about a customer relationship, you look at their client record.
Key difference from CRM: CRM is for opportunities you’re pursuing. Clients is for customers you’ve won.
Individual vs Company Clients #
OneSuite offers two client types:
Individual Use this for solo professionals, freelancers, or personal customers. One person, one record.
Company Use this for businesses and organizations. Track the company plus multiple people who work there. Designate one person as Point of Contact for primary communication.
When to use each:
- Individual: Working with one person who handles everything
- Company: Multiple contacts at the same organization (project manager, billing contact, decision maker)
You can change the client type later if your relationship evolves.
How Clients Connect with Other Solutions #
CRM: Convert opportunities to clients automatically. Contact info and history transfer over.
Projects: Link every project to a client. See all work for a specific customer in one place.
Invoices: Track billing history, outstanding balances, and payment status per client.
Documents: Connect proposals, contracts, and agreements to client records.
Client Portal: Give clients login access to view their projects, invoices, and documents.
Best Practices #
Choose the right type from the start Individual for solo contacts, Company for organizations with multiple people. Saves time later.
Keep Point of Contact current For Company clients, this person is your primary communication channel. Make sure it’s accurate.
Use consistent data entry Establish standards for your team (company name formatting, required fields, source tracking).