Client Management

Client Enrichment

When a client is created (either manually or through lead conversion), the app enriches their profile with additional data:

Referral Chain Tracking

The CRM supports multi-level referral tracking. Each client can have a "referred by" relationship pointing to another client, forming a chain. This lets you see which clients bring you the most downstream revenue.

• *Referral chains are visualized in the Revenue Sankey chart on the dashboard
• *Each client profile shows who referred them and who they referred
• *Self-referential relationship in Prisma using the same Client model

Source Tracking

Every client has a source field that records how they found you. Common values include:

Source data flows into the Dashboard Sankey chart, showing you which acquisition channels generate the most revenue.

Per-Client Profitability

The client detail page shows a profitability summary calculated from all paid invoices and logged time entries. Key metrics include:

• *Total Revenue — sum of all paid invoices for this client
• *Total Hours — sum of all time entries across all projects
• *Effective Hourly Rate — total revenue divided by total hours, showing what you actually earned per hour

// Per-client profitability calculation
function calculateProfitability(client: ClientWithRelations) {
  const totalRevenue = client.invoices
    .filter((inv) => inv.status === "PAID")
    .reduce((sum, inv) => sum + inv.amount, 0);

  const totalHours = client.projects
    .flatMap((p) => p.timeEntries)
    .reduce((sum, entry) => sum + entry.hours, 0);

  const effectiveRate = totalHours > 0
    ? totalRevenue / totalHours
    : null;

  return { totalRevenue, totalHours, effectiveRate };
}

Data Model

// Client model with enrichment fields
model Client {
  id            String    @id @default(cuid())
  name          String
  email         String    @unique
  company       String?
  avatarUrl     String?   // Auto-fetched or uploaded
  linkedinUrl   String?
  domain        String?   // Extracted from email
  source        String?   // "referral", "upwork", "cold", etc.
  referredById  String?   // Links to another Client
  referredBy    Client?   @relation("Referrals", fields: [referredById])
  referrals     Client[]  @relation("Referrals")
  projects      Project[]
  invoices      Invoice[]
  createdAt     DateTime  @default(now())
}