Skip to content
DETUPAZO.
Start Free
Menu
DETUPAZO Clients

Every deal starts with the client.

Keep client details, the primary contact and proposal-to-payment activity connected in one clear workspace.

Start Free See the Product
CLIENT RECORDFICTIONAL SAMPLE
Acme StudioActive client
PRIMARY CONTACT

Jordan Lee

Operations Lead · jordan@example.com

Current dealWebsite Redesign
ProposalViewed
Deal value$6,800
Illustrative client and deal details; no customer record shown.
Client record

Keep the essentials together.

Give each deal a clear client identity, contact, and current proposal reference.

CLIENT RECORDFICTIONAL SAMPLE
Acme StudioActive client
PRIMARY CONTACT

Jordan Lee

Operations Lead · jordan@example.com

Current dealWebsite Redesign
ProposalViewed
Deal value$6,800
InvoiceNot yet issued
Illustrative client and deal details; no customer record shown.
Contact context

Know who the conversation belongs to.

Keep the client business and the person you work with distinct, while making their relationship easy to see.

CONTACT / FICTIONAL SAMPLE
ClientAcme Studio
Primary contactJordan Lee
RoleOperations Lead
Emailjordan@example.com
Deal context

Keep the deal attached to the client.

A concise example journey shows how the same client stays in view as the deal progresses.

This is an illustrative deal progression, not an automatic activity log.

  1. 01Proposal created
  2. 02Proposal sent
  3. 03Proposal viewed
  4. 04Proposal accepted
  5. 05Invoice issued
  6. 06Payment received
Start the offer

Move from client to proposal without losing context.

Start the proposal with the client already in context, then set out the services and offer.

  1. 01Client
  2. 02Choose services
  3. 03Create proposal
Explore Proposals
Active work

See what is active at a glance.

Use simple client and deal labels to orient the next conversation.

CLIENT SNAPSHOT / SAMPLE
Client statusActive
Current dealWebsite Redesign
Proposal statusViewed
Invoice statusNot yet issued
Illustrative labels, not an account-health dashboard.
Connected journey

The client stays connected from first proposal to final payment.

Follow the full deal through each client-facing decision and payment step.

  1. 01Client
  2. 02Proposal
  3. 03Review
  4. 04Accept
  5. 05Sign
  6. 06Invoice
  7. 07Payment
Focused client context

Client context without CRM bloat.

DETUPAZO Clients gives the proposal-to-payment workflow the client and contact context it needs.

WHAT STAYS IN FOCUS
Client identity
Primary contact
Active proposal or deal
Connected deal progression

Designed around the deal journey rather than a complex enterprise CRM.

Questions

A few useful answers.

How client context supports the rest of the deal.

What information can I keep for a client?

The client context shown here includes the business name, primary contact, contact details, and current deal reference.

Can a client have a primary contact?

Yes. The product model distinguishes a client from a contact, so the main person for a deal can stay clear.

Can I start a proposal for an existing client?

The proposal stage begins with the client in context. This page does not imply automatic data population.

Can I see the client’s current proposal status?

The illustrated client view shows the current proposal state beside the deal reference.

Is DETUPAZO a full CRM?

DETUPAZO focuses on the client context needed for the proposal-to-payment workflow rather than replacing a complex enterprise CRM.

What happens when a client becomes inactive?

Active and inactive are shown as simple client states. This page does not imply automated lifecycle rules.

The starting point

Start with the client.
Keep the whole deal connected.

Bring client context into the same workflow as proposals, approvals, signatures, invoices and payments.

Start Free See Proposals