Clients & CRM

Estimated reading time: 2–3 minutes

Overview

The Clients & CRM section in Coperniq allows you to manage all client records in one place. From here, you can create new clients, update properties in bulk, archive inactive records, and move sites between clients to keep your database clean and organized.

The Clients page provides filters, grouping, and sorting options so you can easily view and manage Leads, Prospects, and Customers. When you open an individual client record, you’ll see all related details including properties, sites, accounting, contacts, and reminders.

Accessing the Clients Page

1. Log into the Coperniq web app.

2. From the left-hand menu, select Clients.

You’ll land on the Clients dashboard, where you can view, search, filter, and customize client records.

Clients Dashboard

Summary Tabs

At the top of the page, you’ll see counters:

• All → all clients in the system

• Leads → potential clients not yet converted

• Prospects → in-progress opportunities

• Customers → confirmed and active clients

Clicking any tab will filter the table to only show those clients.

Toolbar Controls

• Search → find clients by name, phone, email, or project.

• Group By → group clients by fields (e.g., Owner, Client type).

• Sort By → order results (e.g., Created at, Last activity).

• Filters → narrow results by client type, owner, or other conditions.

• Show Archived → toggle archived clients on or off.

  

Customizing Columns

You can control which details are shown in the Clients table:

1. Click COLUMNS in the top toolbar.

2. Check or uncheck the fields you want visible, such as:

   • Site address

   • Client type

   • Owner (Client manager)

   • Contact details

   • Last activity

   • Description

Creating a New Client

To add a new client:

1. Click the + Client button (top-right).

2. Complete the Create Client form:

   • Client name (required)

   • Phone / Email

   • Client type (Residential / Commercial — required)

   • Client manager (required)

   • Site address (required)

3. Click Create.

After creating, the new record appears in the Clients dashboard.

Inside a Client Record

When you click on a client, you’ll open their profile view, which includes:

• Header → Displays the client type, stage (Lead / Prospect / Customer), client manager, created date, and last activity. It also includes a Copy icon and a Share button, which shows who has access to the record (including assigned users and roles).

• Properties → add or update general details and descriptions.

• Reminders → create follow-up tasks or alerts.

• Sites → list of projects/Requests addresses with details like AHJ and Utility.

  • Each site has a ••• menu with the option Move to another Client.

    

• Accounting → view and add invoices or bills.

• Contacts → main and secondary client contacts.

• Notes → internal notes with formatting, links, and attachments.

• Feed → activity and communication history.

Bulk Actions

From the Clients list view, you can select multiple clients and apply bulk actions.

• Bulk Update (Property only)

  • Select multiple clients → click Edit.

  • Choose Bulk edit type: Update Property.

  • Select the property to apply → click Apply.

  

• Bulk Archive

  • Select multiple clients → choose Archive.

  • Clients are hidden from the main list but remain accessible via Show Archived.