Alladdin

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Alladdin

One record for each client, with everything on it

Clients, suppliers and the people who work there live in one directory. Each record holds the company's ICE and tax details, its deals, quotes, invoices, payments, notes and files. Your team sees the same thing you see.

  • ICE, IF and RC stored once
  • Sales and invoice history together
  • Import from CSV or Excel

Company details you type once

Enter the client's legal name, address, ICE, IF and RC on the contact. Every quote and invoice you create for them picks the details up from there.

  • Clients and suppliers

    The same directory serves sales and purchases. A company can be both.

  • People inside each company

    Add the buyer, the accountant and the manager with their own phone and email.

  • Terms and preferences

    Payment terms, document language and currency set per client.

The whole relationship in date order

The timeline shows deals opened and won, quotes sent, invoices issued and paid, calls logged and notes added. Before you call a client, you know where things stand, including what they still owe.

  • Notes and files

    Keep the signed contract, the site photos or the last price list on the record.

  • Outstanding balance

    See unpaid and overdue invoices without leaving the contact.

Find the right people quickly

Group contacts your way

Tag contacts by sector, city, size or anything you use to sort your clients. A contact can carry several tags.

  • Filter the directory by one or more tags
  • Use tags to prepare a call list or a mailing

Why the client's ICE matters

Your business clients' ICE is expected on the invoices you issue them. Store it on the contact record and it is printed on each invoice for that client. Ask your accountant which other identifiers your invoices should carry.

Contact questions

Can I keep clients and suppliers in the same place?

Yes. One directory holds both, and a company that buys from you and sells to you has a single record.

Can I import my contacts from Excel?

Yes, from CSV or Excel. You match the columns to Alladdin's fields during the import. See moving to Alladdin.

Can I add my own fields?

Yes. Add text, number, date or list fields and use them to filter the directory.

Can my clients see their own documents?

Yes, through the client portal, a private page where each client finds their quotes and invoices.

Which tax details can I store?

The company's legal name, address, ICE, IF and RC, plus its payment terms. They are reused on quotes and invoices.

Bring your client list into Alladdin

Import your contacts from a spreadsheet and your next quote is ready with the right details.