Lightweight CRM: Client Management, Contact Persons & Project Revenue Tracking

Currently, there's no structured way to manage clients within Proyex. A lean built-in CRM would significantly improve the workflow for agencies and freelancers managing multiple clients simultaneously.

Requested features:

• Ability to create and manage client/company profiles

• Assign multiple contact persons (name, role, email, phone) directly to each company

• Link clients to one or multiple projects for a clear overview across tasks, projects, and time tracking

• Assign a fixed monetary value (€) to each project (e.g. Project A = €1,000)

• When a project is marked as Complete, the defined revenue amount is automatically reflected in the Time Tracking view, linked to the respective client — giving a clear picture of earned vs. tracked revenue

This would make Proyex a much more complete tool for client-facing work, removing the need for a separate CRM for basic client management.