Client Directory
Client contact management in one directory
All client contacts in one place, auto-linked to deal counts and amounts in the pipeline.
This app works with your workspace data. Create a workspace after signing up to use it.
Client DirectoryDeal count and value auto-tallied per client
Client cards stay live-linked to the sales pipeline
Contacts organized by client, not scattered spreadsheets
Spot your top clients from deal history at a glance
Client Directory keeps your customer contacts in one place. It isn't just an address book: each client row also shows how many sales deals they have and what those are worth. You can tell straight from the list which accounts the work is concentrated in.
What this app does
- Record a company name, contact person, email, phone and notes, and edit or remove any of them later.
- Each client carries columns for deal count, open value and won value. The figures are recalculated every time you load the list.
- Those three numeric columns are sortable, so you can rank the list by deal count or by value.
- Narrow the list by company name or contact person.
- Clients with at least one deal get a button that takes you straight over to the sales pipeline.
How it connects in the all-in-one
Deals from Sales Pipeline gather under each client
Deals recorded in the pipeline are grouped per client to produce the counts and totals. The grouping key is the company name, so a deal's company has to be spelled the same as the client record for it to be counted — keeping naming consistent is worth the small effort.
A table, so you can actually compare
Scattered cards make it impossible to spot the account with the most deals. One client per row puts the numbers side by side, and sorting on those columns brings the important ones to the top.
Tidying up contacts never erases sales history
Delete a client and the deals you ran with that company stay in the pipeline. Cleaning the address book doesn't cost you the record.
When to use it
- At the start of a quarter, sort by deal count to decide which accounts to visit first.
- Update the contact for a client whose account manager changed, and check how many deals are open with them while you're there.
- Pick out the clients with the highest won value and get ahead of their renewal dates.
Frequently asked questions
How are the deal counts and amounts calculated?
Deals in Sales Pipeline are grouped by matching company name. Open value excludes won and lost deals; won value counts only the ones marked won.
I added a deal but the numbers still show zero.
If the company name on the deal doesn't match the client record character for character, they aren't grouped together. Check for stray spaces or a different spelling of the company name.
If I delete a client, are their deals deleted too?
No. Only the client record is removed; the deals remain in Sales Pipeline.
What can I search on?
Company name and contact person. For deal counts and amounts it's quicker to sort by the column than to search.
