Every client, their entire history.
Company and contact on one record. See every project, document and invoice you have ever created for them, with no more digging through email or Drive.
Free plan. No credit card.
Acme Studio
Sara Lin · Creative Lead
4
Projects
9
Documents
6
Invoices
History
Brand Identity System
Project · active
Invoice #INV-014
Paid · Mar 12
Retainer proposal
Sent · Mar 02
Acme Studio
Sara Lin · Creative Lead
4
Projects
9
Documents
6
Invoices
History
Brand Identity System
Project · active
Invoice #INV-014
Paid · Mar 12
Retainer proposal
Sent · Mar 02
Company and contact, together.
Bill the company, talk to the person. Each client keeps its own history, tax details and preferred language, so every document goes out exactly right.
Company and contact
Bill the company, address the person. Both live on one record.
Full history
Every project, document and invoice, filed in one place.
Their language
Each client receives PDFs and emails in their own language.
Everything about a client, in one place.
Add a client in seconds and never dig through email or Drive again.
- Full history
- Every project, document and invoice you have ever created for them.
- Company and contact
- Company details for billing, contact details for the conversation.
- Per-client language
- Send each client their documents and emails in the language they prefer.
- Tax and billing
- VAT number, address and industry, ready for every invoice.
- Add in seconds
- Email is optional at first. Capture what you have and fill in the rest later.
- Tags and notes
- Organize clients your way, with tags, notes and preferred contact.
Questions about clients
No. You can add a client with just a name and fill in the rest later. Sending by email simply waits until you add one.
Every project, document and invoice for that client, in one place, so you never lose the thread.
Yes. Each client has a preferred language, independent of yours, and their PDFs and emails follow it.
Yes. Clients are soft-deleted, so their history is preserved and nothing breaks downstream.
Keep every client relationship in one place.
Start for free and give every client a single, complete record.
Open Beta. Free plan, no credit card.