Clients
The client sits at the centre
Contacts, projects, hours, domains and invoices all attach to the client. One page with the full picture, composed from exactly the modules your organisation runs.
One record, built from your modules
The client is the hub: every other module contributes a panel to the client page, and the page never needs editing to receive one. Turn a module off and its panel disappears with it. What you see on the record is the way your agency actually works, not a fixed list handed to everyone. Every panel caps its rows and admits there are more, because a record should open rather than load.
- Gegevens, Contactpersonen, Projecten, Taken and Uren as soon as those modules are on
- Contactmomenten, Facturatie and Abonnementen for the commercial side
- Domeinen and Websites as separate, linkable assets
- Marketing, Rapportage and Google Drive once you use those integrations
A status that sets the work in motion
Every client moves through a clear lifecycle, from first lead to archive. The status is more than a label: a transition can fire a task template, so a client moving to onboarding gets the right start checklist on its own. The intake is written down once and nobody begins from a blank page.
- Lead: still in conversation, no engagement yet
- Onboarding: won, the start checklist is running
- Active, offboarding and archived for the rest of the journey
Who knows the client, who runs it
A client has one primary contact, marked in your brand colour, plus as many further contacts as you need. On your own side you name one responsible person and the colleagues working alongside; that responsible person defaults down onto new projects and tasks under this client, overridable case by case. On the list a single "Mijn klanten" toggle narrows it to the ones you are on. And the Beschikbare uren column sums the hour budgets of the running projects against what has been logged — computed in SQL, and only fetched when you actually show the column.
The client number and the paperwork
A client carries what the bookkeeping needs: VAT number, chamber-of-commerce number, an address with its own house-number field, country, phone and a separate invoice email address, because accounts payable rarely shares a mailbox with your day-to-day contact. Type a complete Dutch postcode and house number and schakl. asks "Bedoel je: …?", filling in street and city from the public PDOK address set. Phone numbers are stored as E.164 with a country picker, so an 06 number out of an import never needs hand-correcting. The client number is yours to shape under Instellingen → Klantnummering: tokens for the year and the sequence, a counter you may adjust, an optional yearly reset, and a button that numbers the clients you already had, oldest first. Everything an invoice needs is snapshotted onto the invoice when it is issued, so today's change of address never rewrites last year's document.
Working from the client page
Every picker that points at a client, on a project, a time entry or a domain, offers ＋ Add “Jansen”: the full create form opens in a dialog and once saved the new client is selected straight away. It works the same way round, too. From the header of the record you log an interaction, create a task, book hours with the client already filled in, or apply a task template. And what holds for one client holds for fifty: the ✎ in the toolbar switches checkboxes on so you can change the status across a selection or delete one, and Export and Import send the whole filtered list out as CSV, TSV or Excel and take it back. Column headers are stable keys, so an export is recognised unchanged; an import matches on the client number before the name, and carries the contact person along in the same row.
Who sees which clients, and a trail that stays
Not everyone needs to see every client. Under Instellingen → Klantgroepen you build groups of clients and tick which team members are confined to them; such a member sees only those clients, everywhere in the product, down to the counts above the list, the contacts, the websites and the activity trail. A member with no groups sees everything, and owners are never restricted. Missing a detail such as a segment or a region code? Under Instellingen → Aangepaste velden you define your own typed fields, required where you want, and they appear in the form, on the record and as a list column on their own. Every record ends with its activity trail: who changed what and when, with the change itself, kept after the colleague has left, and naming whoever was signed in on someone else's behalf. Who may view, create or edit clients is set finely per role under Instellingen → Rollen.
Want to know more?
The documentation describes every module in detail, from installation to permissions.