Capability
Keep each client relationship, engagement, invoice, document, and follow-up on one client record.
The client CRM holds the relationship, engagement, agreed scope, invoices, documents, follow-ups, and recurring work in one connected record.
What you can do
- Create clients and engagements with their own records
- See every invoice and balance for a client
- Keep contracts and deliverable notes with the engagement
- Track recurring work and its status
A small agency reviews a client before a renewal conversation and sees the full history in a single view.
EngagementsActive
InvoicesLinked
DocumentsAttached
Recurring workScheduled
Related capabilities
Workflows and Deadlines
Turn recurring financial and administrative responsibilities into structured processes with owners, dates, and status history.
Open capability →Reports and Exports
Create clear summaries and structured exports without rebuilding your records at the end of the year.
Open capability →Accountant Collaboration
Give an accountant or bookkeeper organized access to the records they need without relying on scattered email threads.
Open capability →