Client Management Basics

## Client Management Basics  Clients are the foundation of your rental business. NexusRMS provides a complete CRM to manage client relationships, contacts, and history. ### Accessing Clients Navigate to **Clients** in the sidebar to see all your customers. ### Client Information Each client record includes: **Company Details** - Company name - Address - Industry/sector - Website **Contacts** - Primary contact - Billing contact - Additional team members - Contact preferences **Financial** - Credit limit - Payment terms - Tax information - Billing address ### Adding a Client 1. Click **Add Client** 2. Enter company information 3. Add at least one contact 4. Set billing preferences 5. Save ### Client Contacts Each client can have multiple contacts: - **Primary** - Main point of contact - **Billing** - Receives invoices - **Site** - On-location contact - **Custom** - Additional team members ### Client Portal Clients can access their own portal to: - View quotes and approve - See invoices and pay online - Upload required documents - Track project status Send portal invitations from the client profile. ### Key Features - **Activity Timeline** - See all interactions - **Project History** - Past rentals and revenue - **Documents** - Contracts and attachments - **Notes** - Internal comments - **Tags** - Categorize clients (VIP, New, etc.) ### Best Practices - Keep contact information current - Log important communications - Set appropriate credit limits - Use tags for easy filtering - Review inactive clients periodically