Clients
Type:
Management module
Included in:
All plans
Support:
Chat + Email
Manage every aspect of the client relationship in one place: contact details, communication history, proposals with pre-configured texts, and invoicing connected directly to the SDI system. Automated debt recovery via email and PEC reminders keeps your cash flow healthy without manual effort.
Complete CRM
Store contact details, communication history, tags and notes for every client. Search and filter in seconds.
Smart Quoting
Create professional quotes with pre-configured text blocks. Convert accepted proposals into projects in one click.
Integrated Invoicing
Issue invoices and credit notes connected to the Italian SDI e-invoicing system — no third-party tools needed.
Automated Debt Recovery
Set up automated email and PEC reminder sequences for overdue invoices. Reduce DSO without awkward calls.
