Client Management

Manage all your clients in one place. Profiles, contacts, notes, projects, and financial history — all in one platform.

How It Works

Create your free account in 2 minutes

Add your team and set up workflows

Create your first project and boost productivity

Detailed profile per client: contact info, notes, and tags

All projects, tasks, and expenses linked to a client in a single view

Client-based income-expense analytics and dashboard charts

Bulk client import and export via CSV

How many clients can I add?

Solo plan: 50 clients. Team plan: 500 clients. Professional plan: 5,000 clients.

Can I import my existing client list?

Yes. Import client lists in CSV format. Our support team helps with field mapping.

How do I view client history?

On each client detail page, all projects, expenses, documents, and notes appear chronologically.

Can multiple team members access the same client?

Yes. Role-based access control lets you define which team members can access which clients.

What does client analytics include?

Total revenue, expenses, project count, and task completion rate per client shown as charts.

Organize client projects. Tasks, documents, expenses, and contacts — all in one project view.

Track operations from one reporting hub. See expense, task, client, project, team, and executive summaries in one flow.

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