Viewing Client Details
- Open the CRM from the sidebar
- Find the client in the list (use search if needed)
- Click on the client row
- The client details panel opens
Client Details Tabs
Info Tab
- Client name, email, company
- Notes field for internal reference
- Website limit setting
- Monthly credit limit
- Agentic mode toggle
Websites Tab
View all websites owned by this client. Click any website to open it in the editor.Credits Tab
- Current credit balance
- Monthly allocation
- Allocation history
- One-time credit additions
Billing Tab
- Billing summary (total billed, outstanding, paid)
- Invoice history
- Create new invoices
Subscriptions Tab
- Active subscriptions
- Subscription details
- Cancel subscriptions
Actions Available
- Update client information
- Resend invitation email
- Allocate credits
- Create invoices
- Delete client