See every deal, client by client.
Companies and individuals, one record each. Along with contacts and bank details, every deal, invoice, order and recurring invoice with that client comes together on one page.
Add as many clients as you like on the Free plan.
Who you’re working with, and on what.
The list shows type, latest related deal and contact. Partners you hire appear here too, as the same kind of record.
Merge duplicates into one.
If the same company ends up twice under different spellings, check the duplicate and merge. The deals and invoices linked to each come together under one client.
What you can do with clients
- A page per client
See deals, invoices, orders and recurring invoices together for each client.
- Contacts and details
Keep contacts, email, phone, address and bank details together.
- Split by status
See who you’re working with now apart from those on pause.
- Merge duplicates
If a client appears twice, merge them into one with their deals and invoices.
- Place on pages
Put your client list on a project page as a block.
- Same client as billing
Pick an invoice's recipient straight from your clients.
All connected by the same data.
Everything about a client, in one place.
Add as many clients as you like on the Free plan.