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When you select a client in CRM, you see detailed information across five tabs.

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Info Tab

Basic client information:
  • Name
  • Email
  • Company
  • Notes (internal)
  • Website limit
  • Agentic Mode toggle
  • Delete/Update buttons

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Websites Tab

All websites owned by this client:
  • Website list
  • Status indicators
  • Quick edit access

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Credits Tab

Credit management:
  • Monthly allocation
  • Current usage
  • Reset date
  • Allocation history
  • Add/Update credits

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Billing Tab

Invoice management:
  • Billing summary
  • Create Invoice button
  • Invoice history
  • Payment status

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Subscriptions Tab

Recurring billing:
  • Active subscriptions
  • Create Subscription
  • Cancel options
Click tabs to switch between views:
  • Info → Websites → Credits → Billing → Subscriptions

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Tips

  • Keep info updated
  • Monitor credit usage
  • Track billing status
  • Review subscriptions

Workspace Overview

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White Label Setup

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