Adding clients | Nusii Knowledge Base

Adding clients

Nusii works as a basic CRM for your clients. Proposals are associated to clients and adding them couldn’t be easier.

To add a new client, click on the “+ Client” button in the top menu bar.

From here you simply add your client details:

  • First Name.
  • Last Name.
  • Email Address.
  • The currency associated with their account. (While you can set the currency at an account wide level, you may want to change this for particular clients).
  • The language associated with their proposals. (Your client will see their proposal in the language you select).
  • Business name.
  • Additional notes. (Useful for accounts with more than one user).

The details you input can later be used by Nusii’s variables system (placeholder text) in your proposals. Using variables can greatly increase the speed at which you create your proposals.

Once you’ve added all your client’s data, hit the “Save Client” button and you’re all done.