A CRM that knows what you bill and what you owe them
Each client record carries billing details, hourly rates and everything the rest of Oplero needs — invoices, quotes, tickets and shared task lists all hang off it. Type a company ID and the registry lookup fills in the rest.
Replaces a simple CRM
Client records built for billing
Store billing details and per-client hourly rates so invoices and reports price themselves correctly. Registry autofill pulls official company data by ID, and custom client fields (text, number, select, date) capture whatever else matters — then reappear as {{client.field}} placeholders in helpdesk templates and campaigns.
- Billing details and hourly rates per client
- Autofill from the official company registry
- Custom client fields usable as {{client.field}} in templates
Contacts with a door into your workspace
Add contacts under each client and invite them to the customer portal, where they follow tickets and — for company owners — invoices and reports. Assign task lists to a client and share them, so 'what are you working on?' answers itself.
- Client contacts with customer portal access
- Portal invitations sent in bulk
- Task lists assigned to a client and shared with them
Everything included
- Client records with billing details
- Per-client hourly rates
- Registry autofill by company ID
- Custom client fields: text, number, select, date
- {{client.field}} placeholders in helpdesk templates
- Client contacts management
- Customer portal access and invitations
- Task lists shared with clients
- Feeds invoicing, quotes, helpdesk and campaigns