Keep every customer’s company, contact, currency and payment terms in one place. Add a client once — then quote, invoice and bill them from any app, with their full history always one click away.
One clean record holds the company, the person you deal with, how they pay, and everything you’ve ever billed them. No spreadsheets, no duplicate contact lists.
Each client shows as “Acme Corp (John Doe)” — the business and the person you actually talk to, in one record.
Set each client’s currency and default terms once, so quotes and invoices fill them in for you.
Every quote and invoice ties back to the client — see what they’ve been billed and what’s still open.
Your client list isn’t locked inside one app. Add a customer here — or inline while writing a quote — and every app bills the exact same record. No duplicates, no re-typing contacts.
One contact · No duplicates · No re-typing
Create a client while writing a quote or invoice — it saves straight into the CRM, no detour.
Default currency and payment terms travel with the client onto every quote and invoice.
Open a client to see every invoice and quote tied to them, with status and amounts.
Enter the company and contact — or create one on the spot inside a quote.
Choose their currency and default payment terms once — reused on every document.
Quote, invoice and order against the same record — history builds up automatically.
Clients isn’t a CRM you bolt on and sync. It is the customer table every app reads from — so the moment you add a client, your quotes, invoices and orders already know who they are.
No connectors · No API glue · No syncing
Quote to a saved client in seconds — or add a new one inline without leaving the quote.
Bill the same record, with the client’s currency and terms already filled in.
Raise orders against the same customer, so fulfilment and billing share one contact.
Add your clients once — then quote, invoice and order against them from anywhere in OasysFly.
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