Managing Clients

Everything about your active clients — one record, full history, real-time portal.

The Clients section is where your active client relationships live — from company details and deal history through to projects, invoices, and interactions in one connected record.

What's included

The Clients section is a single page: a gallery of all your active clients.

Each client card links to a 5-tab client record — the hub for everything related to that relationship. Revenue reporting lives in the Financials section under Revenue Dashboard, keeping the Clients section focused on relationship management.

One company, two views: Clients are not a separate table — they are Companies with Status = "Client". Winning a deal and updating the Company Status to "Client" is all it takes. The same company record powers both your CRM and your Clients section, with different layouts optimised for each job.

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Clients gallery

Page subtitle: "Your active clients. Click any client to see projects, invoices, and activity."

The gallery shows your clients as cards — three per row. Each card displays:

• Company logo / avatar

• Company name

• Total Invoiced — all-time invoiced value for this client

• Last Interaction — how long ago you last had contact (e.g. "12 days ago")

Cards are clickable and lead directly to the client record.

Use the Search bar to find a specific client quickly. Click + New Client to add a client directly (or convert from CRM by updating Company Status — see below).

Adding a client

From CRM (recommended):

1. Win the deal in the Sales Pipeline

2. Open the Company record

3. Update the Status to "Client"

4. The company appears immediately in the Clients gallery

Direct creation:

1. Go to Clients

2. Click + New Client

3. Fill in company details and save

Starting from CRM keeps the full deal history, interaction log, and contact relationships intact — no re-entry needed.

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Client record

Click any client card to open their record. The "Active Client" green banner at the top confirms their status.

Below the banner, four KPI stat cards give you the relationship at a glance:

• Total Invoiced — all invoices raised for this client

• Client Since — the date the relationship started

• Client Owner — the team member responsible for this account

• Last Interaction — most recent logged contact

The record has five tabs:

Details tab

The Details tab is the full profile of the client.

About [Company Name] section:

• Industry (coloured badge)

• Size (coloured badge)

• Notes — free text for context about the relationship

• Address, Website, LinkedIn

Contacts section (inline, below About):

• Card layout per contact: Name, Title, Email, Last Interaction date

• + New Contact button to add contacts directly from the client record

Deals tab

All deals associated with this company — won, lost, and in progress. Useful for reviewing the sales history before a client check-in or renewal conversation.

Projects tab

All projects for this client — active, planned, and completed. Click any project to open it. This is the fastest way to jump from client to delivery.

Invoices tab

All invoices raised for this client, with amounts and statuses. For the full financial picture across all clients, see the Revenue Dashboard in Financials.

Interactions tab

Every logged call, email, meeting, and note with this client — in chronological order. Use this tab to review the relationship history before a meeting or check-in.

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Client Portal access

One of the most valuable things you can give a client is their own portal — a branded, real-time window into project progress and invoices. No more "what's the status?" emails.

Clients with portal access see:

• Portal Home — a welcome page with action cards

• Projects — their projects and tasks, updated in real time

• Client Invoices — their invoices only

They do not see any internal data — no team costs, no other clients' projects, no budget health figures.

To grant portal access:

1. Go to the Contact record for the person you want to invite

2. Invite them as a user and assign the Client role

3. Their access is scoped to their company's data automatically

Use the portal in sales demos. Showing a prospect what their client experience will look like is a powerful differentiator. Many agencies close deals faster once prospects see the portal.

See Client Portal for the full guide on what clients see and how permissions work.

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Key fields and concepts

Field	What it does
Status	"Client" makes a company appear in this section. Change to "Past Client" when work ends — don't delete.
Client Since	Replaces "Created at" — shows when the relationship started, not when the record was made.
Client Owner	The team member responsible for this account. Shown on the KPI card and used in Revenue Dashboard filters.
Total Invoiced	Shown on both the gallery card and the Details KPI — gives an instant lifetime value view.
Last Interaction	Pulled from the most recent Interaction record linked to this company.

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Make it yours

The Clients gallery and record work out of the box. When you're ready to extend them:

• Add a client tier field: Create a single-select field (e.g. Strategic / Standard / Starter) on the Companies table and add it to the client record layout in Build Mode.

• Track NPS or satisfaction scores: Add a number or rating field to log post-project satisfaction scores directly on the client record.

• Connect to Slack: Use Noloco's native Slack integration to send a notification to your team channel when a new client is added — Settings → Integrations → Slack.

See Customising Your Agency OS for more.

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Tips

Don't delete churned clients. Update their Status to "Past Client" or "Lost" — this keeps the full history intact and means they'll reappear correctly if they return. The Companies table is your long-term relationship record.

Keep the Contacts section current. When contacts change roles or companies, update their records — your Interactions log stays accurate and portal access can be adjusted cleanly.

Use the Interactions tab before every client call. A 30-second scroll through recent interactions means you walk into every conversation informed.

Log interactions consistently. Every call, email, and meeting logged here builds a relationship history that's visible to your whole team — not trapped in one person's inbox.

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What's next?

With your client set up, it's time to create their first project. Head to Projects & Delivery to see how project tracking, task management, and time logging work.