Store client contact and billing details
Keep client contact details, billing addresses, invoice history, revenue, and notes in one place.
Manage clients, project quotes, jobs, contracts, invoice PDFs, expenses, reports, and AI insights without building a spreadsheet system from scratch.
Built around your work
Keep client contact details, billing addresses, invoice history, revenue, and notes in one place.
Build quotes for project work, retainers, consulting, design, IT support, and other client services with reusable services and custom lines.
Use jobs to organize client work by title, description, dates, status, notes, checklists, attachments, and linked invoices or contracts.
Use invoice templates, logo, business details, payment terms, currency, line items, tax, discounts, and notes to create invoice PDFs.
Review paid, pending, and overdue invoices, expenses, customer revenue, and AI insights to understand business health.
How it works
Yes. Freelancers can manage clients, quotes, project-style jobs, invoice PDFs, contracts, expenses, reports, and AI insights.
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