Hours, projects, and invoices only become useful when they are connected to the right client. That is why PrikKlokPlus includes relation management. Not a heavy CRM, but enough to keep client details, contacts, and administration together.
What relation management does
Relations are the base for projects, quotes, and invoices. Add a client once and reuse the same details across the app.
- Company details: name, address, email, and invoice information.
- Contacts: keep track of who handles planning, billing, or delivery.
- Project linking: each project belongs to a relation.
- Invoice context: invoices use client data from the same source.
How to set up a relation
- Open CRM or Relations in the menu.
- Click new relation.
- Enter company, contact, and billing details.
- Create a project and link it to this relation.
- Reuse the same relation later for quotes or invoices.
Example: you work for three departments of the same client. Create one main relation and use project names to separate the assignments. Billing stays central while reporting remains clear per project.
Why this saves time
Without relation management, client data often ends up scattered across documents: a quote in Word, an invoice in accounting software, hours in Excel. PrikKlokPlus keeps that chain closer together, reducing retyping and mistakes in names, VAT numbers, or addresses.
Start free and create your first client with a project.
Frequently asked questions
Is this a full CRM?
No. It is practical relation management for hours, projects, quotes, and invoices. For sales pipelines or marketing automation, a dedicated CRM is still better.
Can I import existing clients?
Use CSV export from your old system as an intermediate step when import is available. Always check client data before sending invoices.
Who can manage relations?
Managers manage client data. Employees mostly use relations indirectly through projects and tasks.