One card. Everything about this client.

Orders, documents, payment history and call log — pulled onto one view instead of scattered across five tabs and someone’s memory.

Client CRM

Everything about a client, on one screen

No more tab-hopping to answer "what did this client order?"

📇

One profile per client

Business stats, deal totals and how long they’ve been a client — the overview you need before a call.

🧾

Order history

Every order tied to this client, with totals and a direct link into the order itself.

📁

Documents on file

Upload and access contracts, IDs or any file tied to this specific client — no separate folder to remember.

📞

Call log with recordings

Click-to-call, and every call — matched automatically by contact or phone number — logged with playback.

🇪🇺

Live EU VAT verification

Verify a business client’s VAT number against the EU VIES registry right from their card.

Questions about Client CRM

Does it show everything about a client in one place?+
Yes — orders, documents, payment history and calls are all pulled onto one client profile.
Can I verify a business client’s VAT number?+
Yes — the client card includes live EU VIES VAT verification for business customers.
Are phone calls logged automatically?+
Yes — calls are matched to the client by phone number or contact and logged with recording playback.

Stop hunting for client history across five tools

Client CRM is included in your Oprela workspace.