This Client section pertains to the client under "Business Account" (client of the business)


Accziom’s powerful CRM is designed to streamline your client management. We support complex relationship structures such as interlinking entities (company as trustee), client groups, and people being part of multiple entities with a single user profile. The right signatories will filter through to the proposals automatically. Securely collect documents and briefings, enter into contracts, and perform digital ID checks.


Related Guide: Import client


TABLE OF CONTENTS


Understanding "Clients" dashboard

A client file can have multiple contacts, and a contact can also be associated with numerous client files. For example, a person may be the director of a company and the trustee of a trust. In Accziom we link a single contact file to multiple entities so the records stay current. 


Submenu/3 Dots

The submenu will have different options depending on the status of the client record.
  • A client with a deal/contract in progress can't be deleted.
  • All clients can receive proposals, and their records can be edited.
  • Prospects who are imported can be invited to join you on Accziom.
  • Invited clients can have the invitation resent.



Client record explained

  • Name: The contact name for the organisation or the client's name if it’s an individual.
  • Legal entity: The type of legal entity. Either Company, Individual, Partnership, Sole Trader or Trust. If the imported record does not have an ACN, we can't know what entity it is, so it may show as blank.
  • Business name: The name the business trades under or the name the Trust is known by.
  • Deals: The number of contracts managed via the Accziom platform with the client. Learn more


Client Status

  • Imported: A client record imported via  Xero, Quickbooks or a file. Learn more
  • Prospect: Records either imported via file marked as prospects or someone you sent a proposal to that is not already in the system. Note that a prospect becomes an Active Client once a contract is established. Learn more
  • Invited: An imported client you sent an invite to join you on Accziom. Learn more
  • Active: A client connected to you via the Accziom platform.



Actions


Create Group

Select/tick a client to create a group.  Learn more

Invite to Accziom

This page will only show clients who still need to get a login to Accziom. You can choose to select and invite everyone to join you on Accziom.


1. Tick the clients you like to invite or click Select all

2. Click the green Invite button

3. Write an invitation email.

4. Click the Send button.



Import Client

Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from your Accziom deal flow. Learn more

Add Client/Prospect

You can add a prospect here in the client section or by using the Quick Add Function while writing a proposal in the Deals section. Learn more