Client CRM

Manage your clients, companies, and contacts with a powerful CRM system built into Agency OS AI.

Overview

The Client CRM module provides comprehensive client management including:

  • Company profiles with multiple contacts
  • Deal pipeline tracking
  • Activity history
  • Client portal access
  • Billing information

Adding Clients

Create a New Client

  1. Navigate to Agency OS → Clients
  2. Click Add New Client
  3. Fill in the required fields:
    • Company Name - Legal business name
    • Primary Contact - Main point of contact name
    • Email - Primary email address
    • Phone - Contact phone number
  4. Add additional details in the sidebar:
    • Website URL
    • Address
    • Industry
    • Company Size
  5. Click Save Client
POST /wp-json/agency-os-ai/v1/clients { "name": "TechStart Inc.", "email": "hello@techstart.io", "phone": "+1-555-987-6543", "website": "https://techstart.io", "address": "123 Innovation Drive, San Francisco, CA 94102", "industry": "Technology", "company_size": "11-50", "status": "active" }

Client Fields

Field Type Description
name string Company or client name
email string Primary email address
phone string Contact phone number
website string Company website URL
address string Physical address
industry string Business industry
company_size string Employee count range
status enum active, inactive, lead
deal_value decimal Estimated deal value
tax_id string Tax identification number
notes text Additional notes

Managing Contacts

Each client can have multiple contacts associated with their account:

  1. Open a client profile
  2. Scroll to the Contacts section
  3. Click Add Contact
  4. Enter contact details:
    • Name and Title
    • Email and Phone
    • Primary contact flag

Client Statuses

Status Description
active Active client with ongoing projects
inactive Past client, no active projects
lead Prospective client, not yet converted

API Endpoints

GET /wp-json/agency-os-ai/v1/clients

List all clients with optional filters.

Query Parameters: status, search, page, per_page

GET /wp-json/agency-os-ai/v1/clients/{id}

Get a single client by ID.

POST /wp-json/agency-os-ai/v1/clients

Create a new client.

PUT /wp-json/agency-os-ai/v1/clients/{id}

Update an existing client.

DELETE /wp-json/agency-os-ai/v1/clients/{id}

Delete a client.

Best Practices

  • Consistent Naming - Use company names as primary identifier
  • Primary Contacts - Mark one contact as primary for easy reference
  • Activity Logging - Log calls, emails, and meetings to track interactions
  • Regular Updates - Keep client information current
  • Portal Access - Enable client portal for self-service

Related Documentation