Core modules
ClientsOne shared list of clients and counterparties.
A central register of clients and counterparties with contacts, groups and history — used by engagements, invoices, audits and tasks. You can also open the client window with your preferred widgets to see everything related to a client at a glance.
Key features
Groups and categories
Organize counterparties into groups for filtering and reporting.
Contacts and access
Client contacts can be given access to selected modules.
Client overview
A configurable client window with engagements, invoices, tasks and findings.
Works together with
Engagements
Learn moreInvoices
Learn moreAudit
Learn moreAttachments
Learn moreTags
Learn moreRegisters
Learn moreTasks & Workflows
Learn moreTimesheets
Learn moreOrders
Built by request as part of the same platform.
Use cases
Research institute of the Bulgarian Academy of Sciences
Digital reporting of an EU-funded research project
How Bau24 streamlined quarterly reporting of a large scientific project with 8 subcontractors.
PERFORMING ARTS ORGANIZATION
Contracts, absences and registers for a drama theatre
Engagements, Leaves and Registers implemented on top of the theatre's existing organization.
Customization by request
Invoicing portal for an accounting software user
Synchronization with the company's invoicing software gives its clients online access to their invoices.
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