Every client, one file that tells the whole story.
360 file, contacts, timeline, KPIs, company registers and segmentation.
No commitment
The 360 file in one place
Information, Projects and Timeline tabs, with four figures at the top of the file to see where the client stands.
- Revenue over the last twelve months.
- Outstanding, overdue amount and number of open invoices.
- Average lateness and last payment received.
Several contacts per client
The billing contact, the site manager, the bookkeeper: each with a role, an email address and a phone number.
- A name, a role, an email address, a phone number.
- Editable from the client file.
- Deletion asks for confirmation.
Company registers, without retyping
You search a number or a name, the register answers: the fields come back filled, with the source and the date it was read.
- France, Czechia, Finland, Slovakia, Poland, Romania, Norway, Switzerland and the United Kingdom.
- VAT numbers of EU countries are checked in VIES.
- A company the register says has ceased is flagged, and the file can still be saved.
Segments to act on many at once
Tags, filters and bulk actions, plus a CSV export of the selection.
- Filter by tag and by status.
- Add or remove a tag across several clients.
- Pause reminders for a group, and resume them later.
The figures that steer the business
Revenue, quote conversion and the best clients of the period.
- Revenue received, pending and overdue.
- Quote conversion rate.
- Top clients and top products for the period.
Frequently asked questions
What is a 360 client file?
A page that brings together the client's identity, contacts, documents and timeline, with revenue, outstanding, average lateness and the last payment.
Which company registers are covered?
Nine national registers: France, Czechia, Finland, Slovakia, Poland, Romania, Norway, Switzerland and the United Kingdom. VAT numbers of EU countries are checked in VIES.
Is the register lookup billed?
No. The lookup and the field prefill are included. On the Advanced plan, the refresh button reads the register again from the file.
Can I pause a client's reminders?
Yes, from the client file or as a bulk action on a selection. Reminders resume when you switch the client back on.
Does the timeline include quotes?
Yes, the client's quotes, invoices and credit notes appear in the same timeline, with their status and amount.
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