Skip to main content

Adding & Managing Clients

Clients are the core of Iverton AI. Each client represents a business you're managing marketing for, with their own campaigns, analytics, and billing.

Adding a New Client​

From the Client Selector​

  1. Click the Client Selector in the sidebar
  2. Click + Add Client
  3. Fill in the client information form
  4. Click Save

Required Information​

FieldDescription
Company NameThe client's business name
Contact NamePrimary contact person
EmailMain contact email
PhoneContact phone number

Optional Information​

FieldDescription
WebsiteClient's website URL
IndustryBusiness category
Company SizeEmployee count
AddressBusiness address
LogoCompany logo for branding
NotesInternal notes about the client

Client Statuses​

Clients can have different statuses:

  • Active - Currently engaged, full access
  • Prospect - Potential client, limited features
  • Onboarding - New client being set up
  • Paused - Temporarily inactive
  • Archived - No longer active, data retained

Changing Client Status​

  1. Open the client details
  2. Click the status badge
  3. Select the new status
  4. Confirm the change

Client Details​

Overview Tab​

View key information at a glance:

  • Contact details
  • Recent activity
  • Quick stats
  • Upcoming tasks

Business Information​

Configure business-specific settings:

  • Currency - For invoicing (INR, USD, EUR, etc.)
  • Timezone - Client's local timezone
  • Billing Address - For invoices
  • Tax ID / GST - Tax identification

Marketing Configuration​

Set up marketing preferences:

  • Target Keywords - SEO focus keywords
  • Competitors - Competitor websites to track
  • Brand Voice - AI content tone settings
  • Social Handles - Social media usernames

Switching Between Clients​

Using the Client Selector​

  1. Click the Client Selector in the sidebar
  2. Search or scroll to find the client
  3. Click the client name to switch

Recent Clients​

Access recently viewed clients:

  • Recent clients appear at the top
  • Star favorite clients for quick access

Keyboard Shortcut​

Press Cmd/Ctrl + K and type the client name to quickly switch.

Client Onboarding​

Onboarding Wizard​

New clients can go through a guided onboarding:

  1. Navigate to CRM → Onboarding tab
  2. Select the client
  3. Follow the onboarding checklist:
    • Welcome email sent
    • Business information collected
    • Integrations connected
    • First campaign created
    • Portal access provided

Onboarding Checklist​

Track progress with the built-in checklist:

  • ☐ Client details completed
  • ☐ Website verified
  • ☐ Social accounts connected
  • ☐ Analytics connected
  • ☐ Email domain verified
  • ☐ First campaign launched
  • ☐ Portal credentials sent

Client Portals​

Give clients access to their own branded portal:

Creating a Portal​

  1. Go to Portals in the sidebar
  2. Click Create Portal
  3. Select the client
  4. Configure portal settings:
    • Custom domain (optional)
    • Branding (logo, colors)
    • Enabled features
    • User permissions

Portal Features​

Clients can access:

  • Campaign performance reports
  • Content approval workflows
  • File sharing
  • Invoice viewing
  • Communication hub

Bulk Operations​

Import Clients​

Import multiple clients from CSV:

  1. Go to Settings → Import/Export
  2. Click Import Clients
  3. Download the CSV template
  4. Fill in your client data
  5. Upload the completed CSV
  6. Review and confirm

Export Clients​

Export client data:

  1. Go to Settings → Import/Export
  2. Click Export Clients
  3. Select fields to export
  4. Download CSV

Client Archiving​

Archiving a Client​

When a client relationship ends:

  1. Open client details
  2. Click Archive Client
  3. Confirm the action
note

Archived clients retain all data but are hidden from the main list. You can restore them at any time.

Restoring Archived Clients​

  1. In the Client Selector, enable "Show Archived"
  2. Find the archived client
  3. Click Restore

Permanent Deletion​

To permanently delete a client:

  1. Archive the client first
  2. Go to archived clients
  3. Click Delete Permanently
  4. Type the client name to confirm
danger

Permanent deletion cannot be undone. All client data, campaigns, and history will be lost.

Best Practices​

Naming Conventions​

Use consistent naming:

  • Company Name - Primary name
  • Company Name (Location) - For multi-location clients
  • Parent - Subsidiary - For related companies

Data Completeness​

Complete client profiles enable:

  • Better AI content generation
  • Accurate reporting
  • Proper invoicing
  • Effective automation

Regular Reviews​

Schedule periodic client reviews:

  • Update contact information
  • Review active campaigns
  • Check integration status
  • Assess performance metrics

Next: Navigation Guide →