Client data

The first step of your quote: define who you are selling to and ensure the invoice will be generated without errors.

Ways to add clients

When starting a new quote, the first panel you will see is Client Information. Cord offers different ways to nourish your database:

1. Manual Creation: Directly from the quoter, you can click “New Client” and fill out a quick form with their commercial and fiscal data.
2. Bulk Import (CSV): If you are migrating from another CRM or ERP, you can go to the Clients section in the main menu, download our CSV template, and upload thousands of contacts in seconds.
3. API Synchronization: For development teams, Cord offers a public REST API to create and sync clients automatically from your own internal system.

Client Tiers and Automatic Discounts

In B2B, not all clients pay the same. Cord supports Client Tiers. When creating or editing a client, you can assign them a category, for example:

• Tier 1 (General Public): No discount.
• Tier 2 (Distributors): 15% off.
• Tier 3 (VIP Wholesalers): 30% off.

How does it work? When you select a Tier 2 client in your quote, Cord will automatically apply the 15% discount to all the products you add, saving your sales team from having to calculate or remember pricing rules.

Commercial and Fiscal Information

For a client profile to be complete, it consists of two vital parts:

Commercial Information (What the client sees)

• Company name: The commercial name (e.g., Flouvia).
• Main contact: The person making the decision (e.g., André Valle).
• Email address: Where quote notifications and the magic link will be sent.

Fiscal Information

This block lives in a collapsible “Tax details” section of the client form and changes based on the country you assign the client:

• Legal Name / Tax name.
• Tax ID: the label adapts to the client’s country — RFC in Mexico, and the local equivalent everywhere else (NIF/CIF in Spain, EIN/Tax ID in the US, etc.). For Mexican clients, Cord validates the RFC’s structure before saving and warns you if it detects an error.
• Address, city, and state/region.

If the client is Mexican, the form adds two extra fields, exclusive to CFDI 4.0:

• Tax Regime: the regime under which they file with the SAT (e.g., General Regime for Legal Entities).
• CFDI Usage: the reason they’re requesting the invoice (e.g., G03 - General expenses).

Leaving these fields for later still leaves your quote commercially valid, but you won’t be able to issue its invoice until you complete them (in Mexico, you won’t be able to stamp the CFDI).

The client profile

From Clients in the main menu, your directory now has quick filters (with quotes, not quoted yet, with a tier, with credit, missing fiscal data) and a search box — handy once your directory grows into hundreds of contacts.

Click any client to open their profile: it’s not just the edit form anymore, it’s a full picture of what Cord already knows about that relationship — how much you’ve closed with them, how much sits in open pipeline, their real close rate, how much of their credit limit is in use (with a visual warning if they’re over it), the discount you’ve given them in negotiation, their activity over the last 12 months, their recent quotes, and which products they buy most. Editing and deleting are still one click away from there.