Clients

Manage client profiles, leads, matters, documents, invoices and package routes.

MessagesUser · Admin

Total clients / leads24All CRM contact records

Active24Active or converted clients

New leads17New, lead or pending status

Open matters4Fulfilment routes

Documents11Uploaded client files

Invoices52Finance records

Client	Status	Activity	Finance
Moment Matseba Nomaluba tony@cacbd.co.za 0766710377 24 CL-20260602-59350E business_setup_package	active	0 matters 1 orders 0 docs	7 invoices Paid R0.00 Due R5 000.00
Bernard Dandadzi Clique.One itcenter263@gmail.com 128938581259 23 CL-20260529-507CEC individual_products	active	0 matters 2 orders 0 docs	2 invoices Paid R0.00 Due R8 150.00
Bernard Dandadzi Clique.One info@ostrica.co.za 2893858125 22 CL-20260529-1CA74A business_setup_package	active	0 matters 3 orders 7 docs	30 invoices Paid R0.00 Due R13 300.00
Bernard Dandadzi Clique.One bnddanz263@gmail.com 2893858125 21 CL-20260602-3F4D50 business_setup_package	active	0 matters 5 orders 0 docs	5 invoices Paid R0.00 Due R2 500.00
bernard dandadzi No company captured bnddanz1@gmail.com 0780282018 20 CL-20260525-EF818D Public property finance signup	active	0 matters 3 orders 0 docs	3 invoices Paid R0.00 Due R10 000.00
Demo Client User Demo Africa Trading (Pty) Ltd demo.client@citiview.co.za +27 71 000 2026 19 DEMO-CLIENT-001 demo_seed	active	1 matters 1 orders 2 docs	1 invoices Paid R0.00 Due R2 500.00
Moses Mike Mike Consulting accounts@munasi.co.za 0813819080 18 sample	active	1 matters 1 orders 0 docs	1 invoices Paid R0.00 Due R0.00
Andiswa Asanda Africa ndlovuandie@gmail.com 0411684211 17 CL-2026042319D1 topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Tony Citiview tongoona +27719204593 16 CL-202604239489 topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Anthonymuh Anthonymuh eeersdddg@gmail.com 82181817295 15 CL-20260417E9C4 topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Washington Dengu Washington Dengu denguwashington@gmail.com 00263772998970 14 CL-20260416AE1E topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Washington Dengu Washington Dengu denguwashington 00263772998970 13 CL-20260416BA0E topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Jesusevows Jesusevows ewdddtree@gmail.com 89686864264 12 CL-2026041587AB topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
MR Batsirayi E Mavunga IT Guys batsirayimavunga@gmail.com 0626456635 11 CL-20260414DD72 topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Batsi Mavunga Three Warlocks echikwene@gmail.com 0623869033 10 CL-20260414A75A topbar_quick_checkout	new	0 matters 0 orders 1 docs	0 invoices Paid R0.00 Due R0.00
Brilliant Nkomo at-Pascoe Development Solutions brillnkomo@gmail.com 0772645040 9 CL-2026041412E6 topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Tony Tongoona N/A interton.management@gmail.com 071920 4593 8 CL-20260413E1C4 topbar_quick_checkout	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Terence Kanjanda No company captured kanjandal@gmail.com 0775206509 7 CL-202604131EFC topbar_quick_checkout	new	0 matters 0 orders 1 docs	0 invoices Paid R0.00 Due R0.00
DavidRomMC DavidRomMC No company captured mrfffthu@gmail.com 82391425988 6 website	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
RobertdupJQ RobertdupJQ No company captured prohor.zlobin.14.11.1987@mail.ru 83588666756 5 website	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Heather Cantrell No company captured cantrell.heather@gmail.com 50205558 4 website	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Deena Salisbury No company captured info@saas-help.com 144283392 3 website	new	0 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Taren Humphreys No company captured humphreys.taren@outlook.com 6045054646 2 website	new	1 matters 0 orders 0 docs	0 invoices Paid R0.00 Due R0.00
Bernard Dandadzi Clique.One bnddanz@gmail.com 12893858125 1 CL-00000001 package_signup	new	1 matters 2 orders 0 docs	3 invoices Paid R0.00 Due R4 450.00

Add Client

Capture the client profile, route package work and manage follow-up actions.

Client Overview

Matters0fulfilment records

Orders0package routes

Documents0client uploads

Invoices0finance records

Name

Company

Phone

Status

Package

Notes

Client Profile

Full name

Company name

Phone / mobile

Status

Reference code

Source

Owner name

Assigned user

Package name

Country

City

Notes

Quick Actions

Open Documents Open Invoices Requirements Messages

Status Update

Admin-only workspace These actions are only available inside the Admin Portal. Client portal pages remain scoped to the logged-in client's own profile.

Client Actions

Client Register