Adding & Managing Clients

The Client CRM

The Clients tab in Delivami acts as a lightweight CRM (Customer Relationship Manager). Instead of re-typing client details every time you draft an invoice or start a project, you can store everything here.

Creating a Client Profile

1. Navigate to the Clients tab in the main sidebar.
2. Click New Client.
3. Fill in the essential details:
   • Primary Contact: The name of the person you talk to.
   • Company Name: The legal entity name (used on invoices).
   • Email & Phone: Contact information.
   • Billing Address: Crucial for tax compliance on generated invoices.

Advanced Client Settings

For power users, Delivami offers several advanced features per client:

• Custom Discount Tiers: If you have a legacy client or a retainer client, you can set a global 10% discount on their profile. Any invoice generated for them will automatically apply this discount.
• Tax Exemptions: If a client is a registered non-profit or tax-exempt entity, you can toggle this on so taxes are never added to their bills.
• Client Portals: Every client automatically gets a private portal where they can log in to see all their past projects and invoices in one place, branded with your logo.

Importing Clients (CSV)

Migrating from another tool like HoneyBook, Bonsai, or Stripe?

You don't need to add clients one by one.

1. Click the ... menu in the top right of the Clients tab.
2. Select Import from CSV.
3. Upload your .csv file.
4. Map the columns (e.g., matching the "Email" column in your CSV to the Delivami Email field).
5. Click Run Import. Your roster will be populated instantly!