One card, everything about the client
Details, contacts with roles, deals, documents, payments, debt, tickets, tasks, emails. The card answers “where are we with this client” without jumping between screens.
Sell
A client company with details, terms and a history that stays when a rep leaves
One card: details, terms, credit limit, debt per currency, deals, documents and correspondence. What was promised to the client stays with the company when a rep quits.
Available on the free Deals plan, 100 transactions per month
Tekhnoservis LLC
Client39012345
Turnover, 12 mo.
356,000 ₴ 1 order
Hours this month
14 h this month 6,720 ₴
Deals
1 active 0
Requests in 30 days
5 open 4
DebtTo payments
4,800 $ 71,800 ₴
Balance71,800 ₴
TermsChange
Show overdue
Partner price list
Turnover, 12 mo.To deals
356,000 ₴
What it looks like without Krokul
A sales rep left for a competitor. Their clients stayed in the CRM, but without the agreements: what was promised, why the discount, when the renewal was planned — nobody knows.
The database has “Technoservice”, “Technoservice LLC” and “Techno-Service”: three cards for one client, each with its own deals and debt.
The client’s payment terms live in a contract in a folder. The invoice went out with 7-day terms, though 30 days were agreed.
What Krokul does
Terms that apply themselves
Price tier, currency, payment terms and credit limit are set in the card. A quote takes the price from here, an invoice takes the payment due date, and a new deal over the limit gets a warning.
A history of who handled the client
Every event has a date and an author: stage changes, payment promises, owner changes. The History tab shows everyone who handled the client and what changed along the way.
Duplicates found and merged
Duplicate search by name and EDRPOU; the merge preview shows what moves where. Deals, documents and contacts from both cards end up in one.
How it works
The card is created from an inquiry or an import
A web inquiry, a spreadsheet import or manual entry: Krokul checks the EDRPOU and name against existing records right away so you don’t create a duplicate.
Terms are set once
Price tier, currency, payment terms, limit, account owner. From then on, quotes, invoices and the client portal read them from here.
Counterparty card Tekhnoservis LLC: debt in dollars and hryvnias separately, overdue invoices, balance and credit limit. Tekhnoservis LLC
Client39012345
Turnover, 12 mo.356,000 ₴ 1 order
Hours this month14 h this month 6,720 ₴
Deals1 active 0
Requests in 30 days5 open 4
DebtTo payments4,800 $ 71,800 ₴
Balance71,800 ₴TermsChangeShow overdue
Partner price list
Turnover, 12 mo.To deals356,000 ₴
Everything that happens goes into the history
A call, an email, a payment promise, a deal stage change: an activity feed with authors. A payment promise creates a task for that date on its own.
Counterparty history: request events and a payment promise until 09/30/2026 in the card feed. CommentCallEmailWrite a comment, log a call…
Add an entry
Show:AllSeptember 26
request No. 5: new → in_progress
request No. 5 “Payment from the 09/24 statement is not posted” — reply due in 8 h
request No. 4 “Set up the act print form for the new letterhead” — reply due in 48 h
Payment promised by 09/30/2026 — the chief accountant promised to close stage 2 after the act is signed
Duplicates into one card
The duplicates report shows similar cards; the merge preview shows what will move; one action, and debt, deals and contacts are combined.
Result
- A new rep takes over a client with the full history, not a blank page.
- Client terms apply in every document on their own, with no folder of contracts.
- One client, one card, one debt, one history.
What’s not included
Krokul doesn’t pull company details from government registries automatically: the EDRPOU code is validated, while the name and address are entered or imported. There are no counterparty risk checks (lawsuits, tax debts).
Questions
Can I manage a holding with several legal entities?
Yes: several client companies are linked into a group, and debt and deals are visible both per entity and combined.
What happens when duplicates are merged?
Deals, documents, payments, contacts and history from both cards move into the one you keep; the other disappears. A preview is shown before the merge, and the merge itself is written to the audit log.
Can I add custom fields?
Yes, in settings, without a developer: text, number, date, list. Custom fields work in filters, import and the API.
How is this different from a company directory in a typical CRM?
In a typical CRM a company is a directory entry with a name and a phone number. In Krokul the client company card carries terms that documents and prices apply, debt per currency, tickets, subscriptions and the history of owners, so the client doesn’t “leave” with the rep.
How much does it cost?
Client companies with terms, history and duplicate merging are included in the free Deals plan; client companies and contacts don’t count as transactions. Debt tracking and credit limits in action are on the Money plan.
Bring your clients into one database
Move your client companies over from a spreadsheet, find duplicates and set terms. Every next document will take them from here.
Included in the Deals plan, free.