> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wenite.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients & Licensing

> Creating and configuring a client — tiers, licensing, and white-labelling.

## 1. What does the CRM module do?

The CRM module manages clients (companies) and their access to the Wenite platform. As a consultant, you create clients here, configure which features they see, and manage users and their permissions down to a granular level.

You'll find the overview under **Clients** in the left-hand navigation panel.

## 2. The client overview

The client overview shows all clients you have access to, in a searchable table. For each client you see the logo, name, product tier, license type, and whether it's a reseller. Use the search field to quickly filter by name.

Use **Add client** to start a new client.

## 3. Creating or editing a client

Under **New client**, you fill in the details. The edit screen is divided into tabs: **General info**, **Permissions** (available only after the client has been created), **Placeholders**, and **Socio-demo questions**.

### 3.1 General info

| Field                                     | Description                                                                                                                                                                                                                     |
| ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Company name**                          | Required.                                                                                                                                                                                                                       |
| **Custom ID**                             | Optional — for internal reference.                                                                                                                                                                                              |
| **Client logo**                           | Optional logo that appears in the platform and in reports.                                                                                                                                                                      |
| **Languages**                             | Default language and supported languages (at least one).                                                                                                                                                                        |
| **Product tier**                          | None, Start, Grow, or Scale — determines the feature set.                                                                                                                                                                       |
| **License type**                          | **PULSE** (periodic surveys) or **CONTINUOUS** (Hub / continuous listening) — the two licenses used day to day. **CONTINUOUS is only selectable when the product tier is Scale** — Start and Grow clients are limited to PULSE. |
| **Minimum groupsize**                     | Threshold for showing results (anonymity).                                                                                                                                                                                      |
| **Benchmarks**                            | The default comparison points for this client.                                                                                                                                                                                  |
| **Is reseller / Service provider access** | For partner structures.                                                                                                                                                                                                         |
| **Auto-sync users**                       | When enabled, users are synced from an external source; manual add and bulk import are then disabled.                                                                                                                           |
| **Point exchange rate**                   | For the Hub points economy.                                                                                                                                                                                                     |
| **Company info**                          | Country, company size, employee type, and sector.                                                                                                                                                                               |

<Tip>
  Set the **product tier** based on what this engagement actually needs, not the client's overall size — tier gates Hub access (Scale-only) and other features, so picking a lower tier than required means revisiting this later. If you're not sure whether a client will want Hub, it's easier to start on Scale than to upgrade mid-engagement.
</Tip>

### 3.2 White-labelling (theme)

For resellers on a **Grow or Scale tier**, you can customize the look: primary, secondary, and accent color, plus a font. This lets you present the portal in the client's own branding.

<Note>
  Theme settings only appear for resellers on the Grow or Scale tier. There is no white-labelling available on Start or None.
</Note>

## Recommended workflow

1. **Create the client first** with the right tier and license (PULSE or CONTINUOUS) — this determines which features become available.
2. **Use white-labelling** for reseller clients on Grow/Scale to match the portal to their branding.
3. **Then set up users and permissions** — see the [Users & Permissions guide](/product/crm/users-and-permissions).