Client Card in CRM: The Whole History in One Place

A sales rep leaves, and half your clients “leave” with them: nobody knows what was discussed, what was promised or why the deal stalled. A client card in CRM exists for exactly this reason: so that the history belongs to the company, not to one person.

What is a client card

A client card is the page of a company or contact in the CRM: details and phone numbers at the top, and below them a feed of everything that has happened with this client. Any employee who opens it understands within a minute who the client is, what was discussed and what the next step is.

What's in the card

• Activity: comments, calls with recordings, tasks, notes, “Call back” tasks and messenger messages. Important items can be pinned to the top.
• Call recordings play right in the feed, with a Download button next to them.
• Mail: the Mail tab of a company card shows emails from the addresses of the company and its contacts.
• Links: the company's contacts, deals and invoices. A contact can work at several companies at once.
• History: who created the card, who opened it and when the owner changed.

Reach the client without leaving the card

To call, click the number and choose a line. You start a WhatsApp chat with a button on the card, and ongoing conversations open right there. An email goes out from the card if the employee has a mailbox connected and the client has an email address on file. Everything you send shows up in the client's history right away.

When a sales rep leaves

Feed entries are tied to the client, not to the employee. So changing the owner erases nothing: the feed shows an “Owner changed” entry, while calls, messages and agreements stay where they are.

emyCRM has a separate app for offboarding. In a single action, the employee's companies are handed over to colleagues, their mailboxes are disconnected, their chats are transferred and their account is blocked. By default, only the administrator can export the database, so nobody can “walk off with the clients in Excel” before leaving.

A tidy database: fields, views and duplicates

• Custom fields: 15 types, including money, file and a link to another CRM record. You can keep the contract right in the card.
• Card view: which fields to hide and in what order to show the tabs. A view can be personal, for a department or shared by everyone.
• Duplicate hint: when you create a company, the CRM looks for similar ones by name, tax number and phone numbers and warns you: “This client may already exist.”
• Merging companies: for each field, you choose which value to keep, and all links move to the main card.
• Import companies and contacts from Excel and CSV: any duplicates found are skipped instead of overwriting existing cards.

If a client was deleted by mistake

Deleted companies, contacts, leads, deals and invoices stay in the Trash for 30 days. An administrator restores them in a single action, and the feed comes back with the record, including all its calls and comments.

AI summary of a client

When the history is long, nobody has time to read all of it. The AI summary button in the card gathers recent calls, messages, comments, tasks and deals, and writes a short brief: who the client is, what was agreed, what the risks are and what to do next. It's a paid skill that works in company, contact, lead and deal cards.