ERP module

Client management

Centralize your client records, track the full commercial history and qualify accounts with custom tags.

What you can do

One record per client, cross-referenced with BCE/KBO and linked to all your operational history.

BCE-enriched records
BCE number, multilingual names, directors, NACE codes and addresses pre-filled from the official registry.
Consolidated history
Quotes, invoices, contracts, tasks, emails and tickets visible on one timeline per client.
Tags & segmentation
Custom labels (VIP, follow-up, sector…) with quick filters and dynamic lists.
Members & roles
Multiple contacts per client, with differentiated roles (signer, accounting, technical).
Multi-company
The same contact can be linked to several legal entities without duplication.
Notes & attachments
Timestamped internal notes, attached documents and full audit log of changes.

From bulk BCE import to conversion into a deal or contract.

1
Import or create
Search a BCE number to pre-fill, import a CSV or create a record manually.
2
Qualify
Add tags, list member contacts and set default commercial terms.
3
Engage
Open a deal, issue a quote, schedule a task or start the AML assessment — all from the record.
4
Track
The history fills automatically with every interaction (sent invoices, payments, emails).

Tip — global search

Use the global search bar (⌘K) to find a client by BCE number, name, email or even a related invoice number.