Ressio makes it easy to manage your customers—from lead tracking to client access—through its dedicated Customer section and integrated project tools.
In Ressio, managing customer information is simple and organized. Whether you’re adding a new client or updating an existing one, the system is designed to help you maintain clean, searchable records.
Table of contents
Customer groups
Customers in Ressio are organized as groups or family units. This allows flexibility in managing households or teams working with you.
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Customer Group: Think of this as a household (e.g., The Smiths), a business, or a team.
- Individual Contracts: Each group can have one or more individuals—such as a couple, an architect, or a designer. Each contact has unique access to their project(s).
Shared Contacts: A contact (e.g., a designer) can belong to multiple customer groups using the same email. When they log in, they choose which project to access.
Using the Customer Page
You can find the Customer page in the left menu. This is your hub for managing all client groups and contacts.
Key actions available:
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Search for customer groups and contacts
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View Details: See group name, notes, assigned projects, and contact info
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Edit customer groups and contacts
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Discard/Delete groups or contacts
⚠️ Once a contact email is deleted, it can't be reused for another user role (e.g., vendor or builder). It can only be re-added as a client contact unless a different email address is used.
Each contact record shows:
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Name, email, phone number
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Links to associated projects and project settings
💡 Project Shortcut: Select the 🔑 key icon to access the project customer settings.
Select the ➡️ arrow icon to access the Project Overview page.
Adding Customers
Add customers to save contact information and to manage pre-sale leads.
Customers can be added in two ways:
1. From the Customer Page
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Click New Customer at the top
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Enter group name. Description and notes are optional
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Enter at least one contact with first/last name (email strongly recommended)
Multiple Contacts: You can add multiple contacts to the group by selectin + Add contact at the bottom.
2. From a Project
Go to Project Details > Customer Tab
New Group/Contact: Select + to create a new group and contacts
Existing Group/Contact: Add an existing customer group.
💡 TIP: Add customers to projects for organization and to facilitate access in the future.
Assigning Customers / Granting Access
Adding a customer to a project does not automatically give them access to it.
⚠️You must grant access to send clients Approval documents like Proposals and Change Orders.⚠️
To grant access:
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Click the + button next to their name
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Choose whether to:
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Invite and Notify (they’ll get a link to log in and view the project)
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Invite (no email is sent)
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To remove access:
- Select the red X next to their name
💡 TIP: If it's the client's first experience in Ressio, grant access without notification - the Proposal will be the first thing they see.
Client Access Scenarios
Scenario 1: Full Client Portal Access
Best For:
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Design / Pre-Construction clients
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Tech-savvy, highly engaged clients
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Long-term projects
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Cost Plus or Open Book contracts
Invite and Notify:
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Proactively invite clients into Ressio to access the full Client Portal.
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Clients are encouraged to log in regularly to view updates, documents, and selections.
Scenario 2: Document-Only Access
Best For:
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Tech-averse or less involved clients
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Short-duration projects
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Fixed-price contracts
Invite Only:
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Clients are not notified they have access but receive email links when documents (e.g., proposals, change orders) require approval.
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Logins are reactive—clients only sign in when prompted by an email notification.
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!