Clients CRM for leads and clients in one list
A client list that stops at the contact is only half useful. In OpsHub a client record carries through to the project that delivers the work, the quote that priced it and the invoice that collects for it.
What you get
Every point below is live in OpsHub today. Nothing here is a roadmap item.
- Lead and client status, switched when the deal is signed
- Leads and clients in one list, filterable by status
- Contact details, company and history on each record
- Clients linked to their projects, quotations and invoices
- Access filtered by role, enforced in security rules rather than the UI alone
Questions about clients crm
Is this a full sales CRM?
No. It is a client list with lead and client status, contacts and history, connected to delivery and billing. It does not run a multi-stage deal pipeline and is not trying to replace an enterprise sales platform.
Can non-admins see clients?
CRM is available to all roles, but what each role can read and write is filtered in the services and enforced by Firestore security rules.
Do clients connect to invoicing?
Yes. Quotations and invoices are raised against a client record, and accepted quotes convert into invoices.
Works with
OpsHub modules share one workspace and one set of records - these are the ones clients crm touches most.
See clients crm on your workflow.
Book a demo and we will map it to how your team already works - or open the live demo workspace right now.