Client manager for freelancers
A client list, not a CRM. Names, contact details, and the notes you actually need, ready the moment you write a contract or an invoice.
Open workspace
No account, no card. Your work stays on this device until you save it.
Kusum Sapkota3 projects
Retainer Co$90/hr
What it does
- Name, email, phone, company, and address
- Notes and tags for context you will forget otherwise
- Client details fill into contracts and invoices
- Time and income grouped by client
- Active and inactive clients kept apart
Questions
How is this different from a CRM?
There are no pipelines, deal stages, or sales sequences. It stores the client details that freelance paperwork needs, and nothing else.
Do client details carry into my paperwork?
Yes. Once a client is saved, their details are available when you draft a contract, build an invoice, or track time against their project.
Where is my client data stored?
In guest mode it stays in your browser on your device. With an account it is stored in your own workspace, readable only by you.