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Settings → Import. Upload a .csv, .xlsx or .xls file and map each column to a ClientZapp field. Company name is the only required column; everything else is optional.

Before the import runs, any row that looks like a client you already have — same name, same email domain, same contact email — is listed for you to merge, skip or import anyway. Nothing is written until you confirm.

Healthy — there has been real activity recently. Cooling — nothing has happened for longer than your workspace's cooling threshold. At risk — longer still, or a follow-up has been overdue for some time.

The thresholds are yours to set in Settings. Health is recomputed every night, so a client cools on its own without anyone touching the record — which is the point.

Lifecycle describes the relationship; the pipeline stage describes a single deal. A past client with a new opportunity keeps its history and simply gets a new deal — you never have to re-create the company.

Archiving takes a record out of every list and report while keeping its history intact, and it can be restored. Permanent deletion is reserved for the workspace Owner and covered in the Privacy Policy.

Open the client, go to Quotations and create one: a title, an amount, a validity date, the contact it is for, and the document itself — a PDF, Word file or spreadsheet up to 25 MB.

Sending it mints a private link and emails the contact. The link needs no account and no password on their side.

Opening the link is recorded: first open, most recent open and a count. The quote moves itself from sent to viewed the first time.

It tells you the link was opened. It does not tell you who was in the room, and it does not track the reader anywhere else.

Upload a new version from the quotation. The existing link keeps working and now serves the newest version; every earlier version stays listed, with who uploaded it and when.

A quotation whose validity date has passed is expired overnight, and a follow-up task is raised for its owner. Marking one accepted wins the deal it is linked to, so the pipeline matches the paperwork without a second step.

When a follow-up crosses its due date, its owner gets one email within the hour — once per task, never a daily nag. Moving the due date or reopening a completed task re-arms it.

An Admin can switch overdue alerts off for the whole workspace in Settings → Notifications.

Each morning at eight — in the timezone on your own profile, not the server's — you get what is overdue and what is due today. If there is nothing due, nothing is sent.

Turn it off for yourself under Profile; it is a personal setting, not a workspace one.

Check the spam folder first, then that the address on the user's profile is right and the user is still active. If invitations arrive but digests do not, the digest is switched off on that profile. Still stuck? Write to us with the workspace name and roughly when you expected the email.

Owner — everything, including billing and transferring ownership. Admin — everything operational, including team and settings. Member — the day job: records, deals, tasks, quotations. Viewer — read-only.

Roles are enforced on the server for every request, not hidden in the interface.

Use Forgot password on the login screen. The link is single-use and expires; requesting a new one invalidates the old.

Clients, contacts, deals and quotations export to CSV from their list screens. The export is of your workspace only and is available on every plan.