Clients Management

Manage your client relationships and interactions

Add Client
@forelse($clients as $client) @empty @endforelse
Company Primary Contact Status Revenue Manager Actions
{{ $client->company_name }}
@if($client->website)
{{ $client->website }}
@endif
{{ $client->primary_contact_full_name }}
{{ $client->primary_contact_email }}
@if($client->primary_contact_phone)
{{ $client->primary_contact_phone }}
@endif
{{ ucfirst($client->status) }} €{{ number_format($client->total_revenue, 0) }}
{{ $client->accountManager->name ?? 'Unassigned' }}
@if($client->last_interaction_date)
{{ $client->last_interaction_date->format('M j') }}
@endif
@if(auth()->user()->hasPermission('clients.update')) @endif @if(auth()->user()->hasPermission('clients.delete')) @endif

No clients found

Get started by creating a new client.
{{ $clients->links() }}
@if($showViewModal && $selectedClient)

{{ $selectedClient->company_name }} - Client Profile

Company Information

Company Name
{{ $selectedClient->company_name }}
Industry
{{ $selectedClient->industry ?: 'Not specified' }}
Company Size
{{ $selectedClient->company_size ?: 'Not specified' }}
Status
{{ ucfirst($selectedClient->status) }}
@if($selectedClient->website) @endif

Primary Contact

Name
{{ $selectedClient->primary_contact_full_name }}
Title
{{ $selectedClient->primary_contact_title ?: 'Not specified' }}
@if($selectedClient->primary_contact_phone)
Phone
{{ $selectedClient->primary_contact_phone }}
@endif

Address

Business Address
{{ $selectedClient->full_address }}
@if($selectedClient->billing_address)
Billing Address
{{ $selectedClient->billing_address_full }}
@endif

Recent Interactions

@php $allInteractions = $this->allInteractions->take(10); @endphp @if($allInteractions->count() > 0)
@foreach($allInteractions as $interaction)
{{ $interaction->type_icon }}

{{ $interaction->subject }}

@if($interaction->interactable_type === \App\Models\Proposal::class)

Regarding: @php $proposal = \App\Models\Proposal::find($interaction->interactable_id); @endphp @if($proposal) {{ $proposal->title }} @else Proposal #{{ $interaction->interactable_id }} @endif

@endif @if($interaction->description)

{{ $interaction->description }}

@endif

{{ $interaction->interaction_date->format('M j, Y g:i A') }} @if($interaction->user) • by {{ $interaction->user->name }} @endif

@endforeach
@else

No interactions recorded yet

@endif

Key Metrics

Total Revenue
${{ number_format($selectedClient->total_revenue, 0) }}
Total Interactions
{{ $selectedClient->interaction_summary['total_interactions'] }}
@if($selectedClient->first_purchase_date)
Client Since
{{ $selectedClient->first_purchase_date->format('M j, Y') }}
@endif @if($selectedClient->createdFromLead)
Converted From Lead
{{ $selectedClient->converted_at->format('M j, Y') }}
@endif
@if($selectedClient->accountManager)

Account Manager

{{ substr($selectedClient->accountManager->name, 0, 2) }}

{{ $selectedClient->accountManager->name }}

{{ $selectedClient->accountManager->email }}

@endif

Quick Actions

Create Proposal
@endif @if($showInteractionModal)

Add Interaction

@if($availableProposals && count($availableProposals) > 0)
@endif
@error('interaction_subject') {{ $message }} @enderror
@error('interaction_date') {{ $message }} @enderror
@endif