Built for the messy reality of selling
Three things the Clients module handles, so your team spends its time on the work rather than the admin around it.
Everything on one timeline
Calls, emails, quotes, projects, tickets and invoices in date order against the customer.
Multiple contacts, clear roles
Decision maker, billing contact, day-to-day contact — each with their own access if you use the portal.
Client portal access
Expose only the modules you choose. A client can see their project without seeing its margin.
Clients is not a standalone tool
It shares a database with every other module, so a record carries its history forward instead of being re-typed at each stage.
Common questions about Clients
Can clients log in and see their own work?
Yes, if you switch the portal on. You decide which modules they reach and what each role can see, down to whether financial figures are visible.
Can we import our existing customer list?
Import from CSV or Excel with field mapping, including custom fields. Existing owners, tags and dates are preserved.
Is Clients included in every plan?
Every Qubi 360 plan carries all 43 modules. Your admin decides which are switched on for the company, and separately what employees and clients can reach.