The clients page — your CRM-lite

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

Category: Clients

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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.

What's on the list view

• 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)

What's in a client's detail view

Click into a client to see: contacts (each with email + job title), sites (with per-role rate overrides and per-shift premium uplifts), full activity feed (proposals + ToBs), notes timeline, and a rate-review schedule with auto-bump on accept.

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.

Updated on: 29/06/2026