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Manage clients and their quote history

Add clients, find them by name, city or phone, see who opened their quote and who needs a follow-up, and open each client's quotes.

Updated 26 Oct 2026

Clients page with sample clients: Add client form, search, city filter, status chips and client cards with shared, viewed, pending and accepted counts

Add a client

Use Add client at the top of Clients (name, phone / WhatsApp, city, notes), or add a new client right in the quote form. One phone number belongs to one client in your agency: if the number is already used, Calbil shows which client has it.

Find clients

Search by name, city, notes or phone in any format. Filter by city and status:

  • Accepted, Viewed · no reply, Not opened, Lost, Draft only, No quotes.

Cards show how many quotes were shared, viewed, are pending and accepted, with WhatsApp and New quote shortcuts.

Client page

Sample client page: status, city, quote counts (shared, viewed, pending reply, accepted, lost), New quote, Edit details and the client's quotes

Counts, Edit details, New quote and every quote for this client. Agents can edit their own clients; managers all. Deleting a client (owner and manager) keeps the quotes.

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