Client Management
What is a client in Convertly?
In Convertly CRM, the term client refers to the organization (tenant) — the business that signed up for Convertly. Each client is an isolated CRM workspace.
This is different from the concept of a “customer” or “contact” in other CRMs. In Convertly:
- Client = your organization (your CRM workspace)
- Lead = a prospect or contact you are trying to convert
Client record fields
Each client record contains:
| Field | Description |
|---|---|
| Organization name | The company name set at signup |
| Plan | Current subscription plan (Starter, Professional, Enterprise) |
| Plan status | Active, Trial, Expired, Cancelled |
| User count | Number of active users in the org |
| Lead count | Total leads in the database |
| Trial expiry | Date when the trial period ends (if on trial) |
| Referral source | Affiliate attribution recorded at signup |
| Billing email | Primary billing contact |
| Stripe customer ID | Payment processor reference |
Editing organization settings
CRM Admins can update:
- Organization name → Settings → General
- Timezone → Settings → General
- Billing details → Dashboard → Billing
Developer Admins can update any client record from /developer/clients.
Client status tracking
Clients move through these statuses:
| Status | Meaning |
|---|---|
| Trial | Within the 14-day free trial window |
| Active | Paying subscription, within plan limits |
| Expired | Trial ended without upgrading |
| Cancelled | Subscription cancelled by admin or failed payment |
| Suspended | Manually suspended by developer admin |
When a client’s status is anything other than Active or Trial, users from that organization still log in but are prompted to upgrade or renew before accessing key features.
Developer client management
Developer Admins can view all client organizations from /developer/clients.
From this view, developers can:
- Search and filter all tenants
- View each tenant’s plan, status, and usage
- Change a tenant’s plan or status directly
- Access billing history
- View users in the organization
This is the primary support surface for client onboarding and troubleshooting.