The Client Module in DaaI Business Suite is your centralized space for managing all business accounts. It stores essential client data and connects with other modules like Projects, Billing, and CRM.
🔑 Key Features
Single Client Record
One client record can link to multiple projects and billing items. No need to create duplicate entries for the same company.Client Statement Tab
A built-in tab showing all financial interactions with the client:Linked Projects
Billed Items
Invoices
Payments
Credit Notes
Refunds
Integration with CRM and Billing
Auto-creates a client when an Opportunity is marked as “Won”. Avoids duplicate records by checking if the client already exists.
- Same client record can be used to create any future Projects Or Invoice or Proforma Invoice. All the details will be auto filled in those modules.
Ownership & Team Assignment
Assign a team member as Client Owner for accountability and performance tracking.
🛠️ How to Create a Client (Account) in DaaI Business Suite?
You can create a client automatically from the CRM Opportunity module or manually via the Client Module
1️⃣ Automatic Client Creation (From CRM Opportunity)
When you mark an Opportunity as “Won”, the system:
Checks if the client already exists.
If not, creates a new Client Account with all details pre-filled.
Prevents duplicate records if the client was already created manually.
2️⃣ Manual Client Creation (From Client Module)
Step-by-Step Process:
Go to Billing → Client → Click “Add”
- Fill up required infromation and Click “Save“
When creating or editing a client profile, you’ll be asked to fill out key information. Below is a breakdown of each field:
✅ Mandatory Fields
Company Name* – Official name of the client’s company.
Client Owner* – Select the employee responsible for managing or bringing in this client. Only system-added employees appear in the dropdown.
Lead Source* – Origin of initial contact (e.g., Referral, Cold Call, Event). This works similar to CRM modules.
Inquiry Date* – Date you first received the client’s contact details.
Finalized Date* – The date the client was officially closed/finalized.
First Name, Last Name** – Primary point of contact’s full name.
Email, Phone Number** – Primary communication details.
📝 Optional Fields
Alternate Email, Cell Number, Designation – Secondary contact details and job title.
Web, IM ID (Skype/Teams) – Client website or messaging IDs.
Full Address – Includes Street, City, State, Country, and Pincode.
Tax ID – Client’s registered tax identification number.
Document Upload – Attach any relevant documents (e.g., agreements, contracts).
Internal Notes – Add remarks or background notes for internal use only.
💡 All fields marked with an asterisk (*) are mandatory and must be filled to successfully save the client record.
🔁 Reusability
A client is created only once.
For every new project or invoice, you can reuse the same client record.