Clients™ gives you a living record of every relationship — complete history, outstanding balance, communication log, documents, and a branded portal your clients can access without creating an account. The days of hunting through email threads to find what a client owes you are over.
See it inside Slabr
Project timeline, balance, photos and pay-by-card link. No login. No app. Just a branded link.
Client view · what your customer sees
Every job ever done, every quote ever sent, every invoice raised, every payment received — all on one screen. Filter by date, status or job type. Export to CSV. Nothing gets lost.
Your client receives a personalised link — no username, no password. From their portal they can view job progress, approve quotes, pay a deposit, download invoices and sign off on delivery. Works on any phone.
Every email sent from Slabr™, every call note your team logs, every internal comment — attached to the client record in chronological order. You always know the last thing that was said.
Current balance pulled from Finance™. See total outstanding, overdue amounts, and next payment due — on the client card without clicking into accounts. Great for pre-call preparation.
Generate a full statement of account — all invoices, payments and credits — as a PDF or send direct to the client's email. Branded with your logo. Done in under ten seconds.
Tag clients as VIP, at-risk, dormant, contractor, developer, or any custom label. Filter your client list by segment. Useful for marketing campaigns, priority scheduling and account reviews.
Log a lead, add notes, convert to a full client record when they’re ready. Quote from the client record. Convert to a job via quote-to-job. No re-entering of names, addresses or contact details — ever.
Clients™ is the hub. Sales™ quotes link here. Production™ job status shows here. Finance™ payments reconcile here. Track™ delivery sign-off records here. One record, every department feeding it.
No app to download. No password to remember. They tap the link in their email — that's it.
A clear status bar showing where the job is right now — Quoting, In Production, Ready for Delivery, Installed. Updated as your team progresses through production stages.
Client reads the full quote with itemised line items and accepts or requests changes. Acceptance timestamp is locked to the record. No email back-and-forth.
Pay Now button links to Paystack card payment, with EFT bank instructions as a fallback. Payment is reconciled in Finance™ automatically. No chasing required.
Client can download their quote, invoice, delivery note and any shop drawings or specifications you choose to share — from the same portal, any time.
On completion, the delivery summary appears in the portal. Client reviews, raises snags if needed, and signs on screen. Triggers invoice automatically.
Client can see a read-only log of key communications and updates. They can send a message to your team directly through the portal — logged immediately.
The portal shows your logo, your business name and your colours. Your clients never see "Slabr" — they see a professional, branded experience that builds trust in your business, not ours.
The portal link is unique and time-limited. No account creation. No forgotten passwords. No support tickets. Your client taps the link and they're in — works perfectly on any smartphone, tablet or laptop.
Toggle individual portal sections on or off per client. Share shop drawings with one client, keep them private for another. Show pricing to some, hide it from others. Full control, no code required.
In most shops, a new client starts as a name in someone's phone, becomes a line in a spreadsheet, gets entered into QuickBooks, and then typed again into the delivery note. Every step is a chance for an error or a gap in the record.
In Slabr™, you enter the client once. Lead status, notes, quote, job, invoice, payment and statement — all linked to the same record. One source of truth from first contact to final payment.
Clients™ is designed so client info stops living across Gmail, WhatsApp, a Google Sheet and accounting software. Outstanding balance, communication log, quote and invoice history sit on one client record — answered without putting the caller on hold.
Each one looks small on the day it happens. Compounded across a year of quote-to-job activity, they are why margin and conversion drift quietly downward.
When the only record of an active opportunity is a thread in someone's inbox, the pipeline dies the day that person is on leave. You cannot see how many quotes are open, what stage each is at, or which clients have gone quiet. Forecasting becomes guesswork. Hand-offs lose context. Slabr™ keeps every quote, note and timestamp on the client record, so the next person sees exactly where things stand without paging through replies.
Re-typing a name, address, contact and pricing tier on every fresh quote is a data-quality bug, not a productivity issue. You end up with duplicate client records, inconsistent terms, and three slightly different versions of the same buyer in the system. History fragments. When that contractor calls in 14 months, nobody can find the prior job. A real client record is reused, not recreated — every RFQ, quote and invoice attaches to the same row.
A verbal acceptance feels like a deal until the spec changes mid-job and the client says, "that's not what I agreed to." Without a timestamped approval, you cannot prove what was signed off, which version was accepted, or when the scope locked. Disputes default to the customer's memory. A logged portal acceptance — with version, line items, and time — converts "his word against mine" into a record you can attach to a change-order conversation.
When the contact in your CRM has a different phone number than the one in your accounting tool, and a third email lives on the project board, every department is reading from a different source of truth. Statements bounce. Reminders go to wrong addresses. Onboarding a teammate takes a week of reconciliation. The fix is not three integrations — it is one client record that quotes, jobs, invoices and the portal all read from and write back to.
If you cannot see that 70% of quotes to architects close while 12% of quotes from a specific lead source close, you cannot tell sales effort from sales waste. You quote everyone the same way and burn the same hours on every prospect. Tracking conversion by segment — contractor, residential, repeat, referral — surfaces the variance, lets you reprice or qualify earlier, and frees estimator time for the work most likely to land.
Accounting systems track money already invoiced — they do not track the opportunities that have not become invoices yet. A client in QuickBooks or Xero only appears once you have raised an invoice or estimate. The pipeline of leads, open quotes, follow-ups, lost-reason notes and segment tags lives nowhere. A purpose-built CRM keeps the pre-invoice relationship — first contact, qualifying notes, quote versions, approval timestamp — on the same record as the invoices and payments that follow. The two are complementary: accounting answers "what was billed"; CRM answers "what is still in play."
Conversion rate is sent quotes divided by accepted quotes over a period — but the number is only useful when sliced by segment, source, estimator and quote size. A 35% blended rate hides the fact that referrals close at 80% and cold leads at 4%. To track it cleanly, every quote needs a status (sent, accepted, lost, expired), a lost-reason field, and a link to the client and source. Slabr™ tags each quote with the client and produces conversion by segment automatically, so the number you act on is the segment number, not the average.
Yes — a token-authenticated portal lets a client open the quote, read line items, and accept or request changes without creating an account or remembering a password. The acceptance is logged with a timestamp, IP and version reference. This is meaningfully better than emailing a PDF: the email path leaves no trace of which version was opened, when, or whether the client read it before saying yes. Portal acceptance also lets you progress directly to deposit invoice or job creation without a manual data-entry step in between.
Tag each client record on creation — commercial, residential, contractor, developer, designer, retail — and let those tags drive everything downstream: pricing tier, payment terms, statement frequency, and which dashboards the client appears on. Commercial clients typically need POs, retention handling and longer payment cycles; residential clients usually pay on completion and want photo updates. Segment tags also feed conversion-rate reports, so you see which segment is winning and which is leaking. Avoid free-text "type" fields — they fragment instantly. Use a closed list of tags you can rename centrally.
Visibility settings are a permissions question, not a CRM-architecture one. In most fabrication shops with two to five estimators, full pipeline visibility is the right default: it prevents two people quoting the same client, surfaces uneven workload, and creates a healthy peer-review culture on pricing. Larger teams or commission-driven sales orgs sometimes restrict to assigned client only. Either way, an owner or sales lead should always see everything. Slabr™ supports both modes via role-based access — full visibility, assigned-only, or read-only on others' clients — toggled per role without code.
A client record carries the data that should pre-populate every new quote: pricing tier (standard, contractor, VIP), preferred margin band, default payment terms, default delivery terms, retention rules, VAT/tax status. When you raise a quote from the client record, those defaults apply automatically — so contractor pricing never accidentally goes to a residential walk-in, and a 60-day-terms client never gets a 14-day invoice. The client record is the parameter source; the quote is the calculation. Get the parameters right at the client level and the quotes inherit consistency for free.
Public-domain references for CRM, sales conversion and RFQ workflows. Conversion-rate and pipeline figures cited in the FAQ are illustrative ranges drawn from the publishers below — your real numbers come from your real data.
Clients™ is included in every Slabr™ plan. Import your existing clients in minutes. 5-day support, USD pricing, no lock-in contracts.
