Organize and access every client
detail—all in one place.
Keep track of client details, manage communication, and build stronger relationships—efficiently in one platform.
All Client Details—
Organized and Accessible
Manage, track, and access client info—stay informed and deliver a seamless experience.
Complete Client
Profiles
See everything about a client in one place—no more scattered info.
.jpg)
Track Work vs
Earnings
Understand the effort you've put in—and what you’ve earned from it.
All Documents, Linked & Organized
All your client related documents, auto-organized and accessible.
.jpg)
One Dashboard,
Full Clarity
From leads to loyal clients, manage every step from a single screen.
How Calendar
Works
Set it once. Let your calendar do the rest.
Frequently Asked Questions
What is the Customer Management feature?
.svg){kind=icon}
Our Customer Management feature helps you organize, access, and manage all your client information in one place—so you can work smarter and deliver better service without switching tools.
Can I see full client profiles?
Yes. Contact info, notes, past work, and activity history are all organized under each client.
How are documents managed?
Every quote, invoice, and contract is auto-linked to the right client for easy access.
Can I track time and earnings per client?
Yes. View hours logged, payments received, and outstanding dues for each client.
How does the client dashboard work?
View clients by status—active, pending, or archived—and easily access work, payments, and project updates at a glance.
Can I manage multiple projects for one client?
Yes. All projects for a client stay linked and organized under one profile.
Ready to Level Up Your Freelance Game?
Join us and manage everything in one powerful platform — projects, invoicing, contracts, payments, and taxes. Stay organized and grow effortlessly.
