$ modules / client-management
Client Management.
Clients, locations, assets, contracts, onboarding, health scoring.
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// in 60 seconds
- →Client CRUD with extended detail. Multiple locations per client.
- →Assets linked to locations and clients. SLA overrides per-client.
- →Company search integration: ANAF, OpenAPI.ro, ListaFirme, Termene.
Core capabilities.
Clients
CRUD with extended fields, tags, notes.
Locations
Multiple per client. Assets tied to location.
Assets / equipment
Per-client inventory. Linked to tickets + monitoring.
Contracts
Service contracts per client.
SLA overrides
Different SLA per client. Per-ticket exceptions.
Client users (RBAC)
5 client-side roles. Per-user permissions.
Profitability
Cost vs revenue per client.
Client portal
Self-service tickets / invoices / docs / proposals.
Onboarding flow
Guided new-client setup.
Health scoring
Advisory module surfaces at-risk clients.
Portfolio segmentation
Tiering, cohorts, segments.
Company search
ANAF, OpenAPI.ro, ListaFirme.ro, Termene.ro autolookup on signup.
// architecture
Client → Locations → Assets relational. Per-client settings override tenant defaults.
FAQ.
Can I import my existing client list?+
Yes. CSV importer. ANAF lookup for Romanian companies.