Source: https://www.revvly.ai/docs/concepts/client

Customers

# Client

Your customer — the company you're selling to.

## Overview

A Client is a subscription customer — the company you're billing. Every Client belongs to one Region, which sets their default currency. They can hold multiple active Subscriptions, contracts, contacts, and a hybrid feature-flag profile (flags derived from the bundle/module versions their subscription pins, plus any manual overrides). Where the CRM is enabled, a Client is the final stage of a relationship funnel — Company, then a Lead you're in conversation with, then Client — and carries a lifecycle stage, an account owner, and the source it came from. A record only becomes a Client by converting a won Lead; it can never be set to Client by hand and never regresses to an earlier stage. The Clients list and every revenue metric show Client-stage organizations only, so prospects and open leads never inflate your customer count or MRR.

## How it connects

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Related

Region

Module

Bundle

Client

Related

Custom Pricing Agreement

Lead

Contact

- Belongs to one Region
- Has many Subscriptions, Invoices, Contacts
- Target of Custom Pricing Agreements
- Is the Client stage of the CRM funnel (Company → Lead → Client)

## Key fields

What you’ll see when creating or editing a Client.

- **Name + contact email**: —

- **Region**: Which market they belong to

- **Billing address + tax ID**: —

- **Payment terms**: Days to pay (default 30)

- **Invoice prefix**: Optional per-customer override

- **Feature flag overrides**: Manual enable/disable on top of the bundle/module derivation

- **Lifecycle stage**: CRM funnel stage — Client for a billing customer (CRM add-on)

- **Account owner**: The rep who owns the relationship (CRM add-on)

- **Source**: How the relationship began — manual, referral, import… (CRM add-on)

## Example

Acme Corp

Region

US

Payment terms

Net 30

Contact

billing@acme.com