Client management
Know a client before
you pick up the phone.
Contacts, projects, invoices and the whole history on one record — so nobody has to ask who spoke to them last.
Clients
Wish Agency · 22 active accounts
Open a row — this is the real screen
Eli Lilly Sarah B. 3 £84,200 Healthy
Primary contact
Rachel Okafor · Marketing Director
Last invoice
£10,842 · paid in 21 days
Rate card
£85/hr standard · £95/hr strategy
Brickmart Craig S. 5 £126,900 Watch
Primary contact
Dan Whitfield · Head of Brand
Why it’s flagged
Retainer renews in 12 days, uplift unsigned
Rate card
£78/hr agreed · fixed to March
Nozama.com Craig S. 1 £19,400 At risk
Primary contact
Priya Raman · Operations
Why it’s flagged
Two invoices overdue · £8,250 outstanding
Last activity
No time logged for 34 days
Northlight Studio Sarah B. 4 £61,750 Healthy
Primary contact
Aoife Brennan · Studio Manager
Last invoice
£19,600 · paid in 14 days
Rate card
£85/hr standard · £75/hr content
Huddersfield Commercial John O. 2 £37,100 Watch
Primary contact
Mark Teale · Managing Director
Why it’s flagged
Paid sound programme 9 days past planned end
Rate card
£85/hr standard
Arrow Commercial Craig S. 3 £58,600 Healthy
Primary contact
Lauren Hayes · Commercial Lead
Open work
Website refresh · 89% of budget used
Rate card
£85/hr standard · £110/hr out of hours
How it works
One record, and it fills itself
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01
Add them once
Company, contacts, addresses and rate card in one form. Import the back catalogue from a spreadsheet on day one.
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02
Everything attaches
Quotes, projects, timesheets, invoices and files hang off the client record, so the history builds itself.
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03
Watch the health
Overdue invoices, stalled projects and quiet accounts surface as a badge, before they become a conversation.
Account health
A badge you can actually explain
Health is three things you already track, weighted how you want them. No score out of a hundred that nobody believes.
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Payment behaviour. Days to pay against your terms, over the last six invoices.
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Delivery pressure. Projects over budget, or past the end date you planned for.
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Contact gaps. How long since anyone logged time, sent a quote or wrote a note.
Brickmart · why it says Watch
Watch- Payment behaviour
- 18 days · terms 30
- Delivery pressure
- 1 of 5 over budget
- Contact gaps
- Renewal in 12 days, unsigned
Owned by Craig S. — who gets the nudge, not the whole team.
One rate card per client
Set the rates once and every project, timer and invoice inherits them — with a per-project override when a job is priced differently.
Contacts, not just companies
Named contacts with their own roles, so the invoice goes to accounts and the progress update goes to the marketing lead.
Archive without deleting
Dormant clients drop out of every list and dropdown, while the invoices, files and history stay exactly where they were.
- Length
- 30 days, every single feature unlocked
- Card
- Not required — and no auto-charge at the end
- Setup
- Import clients and projects from a spreadsheet
- After
- Monthly, per seat. Cancel whenever you like