Clients

The clients page — your CRM-lite

Per-client funnel, sites with rate overrides, contacts, tags, pipeline value, notes timeline.

Every proposal and Terms of Business document is tied to a client. The /dashboard/clients page is the master view — every client you have ever quoted, with their full activity at a glance.

The list view

Sort, filter and triage every client in one screen. Each row carries enough signal to spot stale clients, growing pipelines and rate-review opportunities without opening anything.

Clients list page showing a table of clients with columns for name, sector, funnel chevrons, days since last proposal, average margin, pipeline value and quick actions
Funnel chevrons per client (drafts, sent, accepted, declined / ToB drafts, sent, signed), days-since-last-quote chips, average margin, and pipeline value at a glance.
  • Funnel chevrons per client (drafts, sent, accepted, declined / ToB drafts, sent, signed)
  • Days since last proposal — warning chip if it crosses 365 days
  • Average accepted margin and average bill rate
  • Pipeline value (per-role hours-per-week × bill rate × weeks open)
  • Tags you assigned
  • Sector tag (so a healthcare client appears under your healthcare KPIs)

A single client in detail

Click any client row to open the detail view. Five tabs: Overview (stats strip + signal pills), Contacts (people you talk to at this client), Sites (per-site rate overrides), Activity (full proposal + ToB feed), Notes (timeline of every note you've added).

Client detail page Overview tab showing KPI strip, sector and tags, funnel chevrons, and contact list
Overview tab shows the full picture of one client. The stat strip across the top counts proposals, ToBs, average margin, last quote date.

Activity feed

The Activity tab is the unified feed of every proposal sent and every Terms of Business issued to this client, in reverse chronological order. Each entry deep-links back to the underlying document, so you can pick up where you left off without searching.

Client detail Activity tab showing a chronological feed of proposals and Terms of Business documents with status badges, dates and links
Every proposal and ToB this client has ever received, newest first. Click any row to open the source document.

Bulk import

Dashboard → Clients → "Import CSV". Upload a file with name, email and (optionally) sector_id columns. Deduplication is by trimmed-lowercase name, so you won't double-create clients you already have.

Related articles

Last updated: 2026-06-29. Did this not answer your question? Click the chat bubble bottom-right or email hello@ratecalc.io.

← Back to all articles