Store the people and companies you work with, with the context that invoices, contracts, and the portal already use.
See open work, next steps, and status without exporting a spreadsheet or retyping the client into another tool.
Keep relationship notes next to the proposal, contract, and invoice they belong to.
A client in CRM is the same client on invoices, payments, and ledger review.
Work the list by status, owner, or recency so follow-up does not depend on memory.
Client records follow the same workspace access rules as the rest of FIRMA.
Client records are scoped per entity. Operators running several companies keep relationship history separated while working from one login.
No. Standalone NEXUS CRM was retired as its own product. CRM is a FIRMA capability: client records, pipeline, and notes inside NEXUS FIRMA.
FIRMA is defined to cover the client-side work 17hats does, including CRM, plus the books QuickBooks does. This page markets that capability. It does not claim that every 17hats workflow is already live for every workspace.
Build proposals that can become contracts, invoices, onboarding tasks, and follow-up work without retyping the client record.
Prepare, send, and track agreements as part of the client lifecycle, with version history and operational reminders.
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Give clients one place for invoices, documents, agreement status, messages, and project context.