Clients (CRM)
Total memory on every one of your clients.
Every client gets a record: contact details, interaction history, active projects, invoices issued, payments received, shared documents. Your whole relationship with them in one view.
The problem we solve
You hunt for a client's IBAN in a 6-month-old email. You call someone without remembering the last conversation. You explain the same thing 3 times to your team.
What it lets you do
4 key features
Complete client record
Contact details, IBAN, VAT, language, currency, default payment terms, tags, categories. Auto-saved as you type.
Timestamped activity log
Calls, emails, meetings, notes — who did what, when. Chronological view or grouped by type.
Linked documents and files
Drag-and-drop contracts, briefs, deliverables. Everything stays accessible from the client record.
360° view at a glance
How much they've paid you, what they owe, active projects, last interaction.
Want to try Clients (CRM)?
30 days free, no credit card.