Clients

Manage the full client layer: companies, stakeholders, portals, requests, communication context, and client activity.

This page explains how Clients works inside FlowCRM AI, when to use it, how teams should operate it, and what administrators should check before enabling it for real workspaces or paid plans.

Main Capabilities

Keep client records organized across companies, contacts, portals, requests, and projects.
Use client data as the shared source for delivery, approvals, reports, and communication.
Control what internal users and client users can access from their workspace scope.

When to Use This Feature

Use it when onboarding a new client or organization.
Use it when multiple projects, stakeholders, reports, or files belong to the same customer.
Use it when account managers need one place to review client activity and portal status.

Practical Examples

Use this page while setting up a demo workspace so buyers understand the feature with real client data.
Create one sample record, connect it to a client and project, then test what internal users and client portal users can see.
Review the related report, activity, permission, and export behavior before presenting the feature to customers.

Recommended Workflow

Create or select the workspace that owns the client relationship.
Add the client profile with organization, contact, portal, and account details.
Connect the client to projects, reports, files, approvals, and activity records.
Invite the correct internal team members and assign access carefully.
Review the client timeline regularly so account managers can follow up on open work.

Important Fields and Records

Client name, organization, owner, contact details, portal status, and workspace relationship.
Related projects, reports, approvals, files, notes, and activity timeline.
Access settings that control what the client can view or manage.

Section Guide

This section contains the related pages below. New buyers should read them in order first, then return to the specific page that matches the task they are setting up.

Companies: Create and manage client companies, organizations, brands, billing profiles, and account ownership.
Stakeholders: Track client contacts, decision makers, reviewers, approvers, and communication owners.
Client Portals: Give clients controlled access to projects, approvals, deliverables, reports, and shared files.
Client Requests: Collect, triage, assign, and resolve client requests from one structured workflow.

Best Practices

Keep names and descriptions clear enough for another team member to understand without extra context.
Attach records to the correct workspace, client, and project so reports and permissions stay accurate.
Use statuses consistently; avoid using notes or comments as a replacement for workflow status.
Review client-facing content before sharing it through a portal, report, approval, or delivery flow.
Clear application cache after module, permission, route, or pricing changes.

Plan Access and Permissions

Use this feature with the correct workspace, role permissions, plan limits, and installed modules. Some functionality can be enabled by plan, sold as an addon, or hidden when the related module is not installed. Administrators should review plan permissions before making the feature visible to customers.

Confirm the current user role can view, create, update, and delete related records.
Confirm the workspace plan includes the required feature key or addon permission.
Confirm related buttons, menus, and pricing rows are hidden when the module is not installed.
Confirm customer-facing records only expose the intended workspace, client, or project data.

Troubleshooting

The page or button does not appear
Confirm the related module is installed, routes are loaded, and the current plan includes the required permission. Also clear route, config, and view cache after module changes.

The record saves but does not show in reports
Confirm it is attached to the correct workspace, client, project, status, and date range used by the report.

A client or team member cannot access the item
Review role permissions, workspace membership, portal settings, and plan limits. Access is usually blocked by scope, role, or missing addon permission.

Old information is still visible
Clear application cache and refresh the browser. If the page is public-facing, confirm the public documentation or portal cache has been refreshed.

FAQ

Can this feature be sold as part of a paid plan?
Yes, if the related permission or addon key is connected to plans. Review your license type before selling customer access.

Can customers see this data?
Only when portal routes, workspace permissions, and visibility settings allow it. Internal records should remain hidden from client users.

What happens if the related addon is removed?
Menus, buttons, pricing fields, and routes should be hidden when the module is not installed. Keep a database backup before removing addon tables.