Client Management

Organize Your Client Relationships

Keep all your clients organized in one place. Link projects, track time, generate reports, and never lose sight of who you're working for.

Beautiful Client Management

View all your clients at a glance with essential information and quick actions.

Clients
3Total Clients
6Active Projects
488hHours Tracked
Client
Projects
Hours
AC
Acme CorporationEnterprise software development partnership
3
Website RedesignMobile App
245htracked
TI
TechStart IncStartup MVP development
1
MVP Launch
87htracked
GM
Global MediaContent management system maintenance
2
CMS Updates
156htracked

Link Projects to Clients

Associate any project with a client to organize your work. All time tracked on that project automatically counts toward the client's total hours.

  • See all projects for a client in one view
  • Automatic time aggregation per client
  • Filter dashboards and reports by client
  • Team-wide visibility into client work

Client Report

AC
Acme Corporation
Last 30 days
245hTotal Hours
3Projects
5Members
Website Redesign
120h
Mobile App
85h
API Integration
40h

Client-Focused Reports

Generate detailed reports filtered by client to understand where your time goes. Track hours, projects, and team contributions for each client.

  • Time breakdown by project and team member
  • Export reports for invoicing and billing
  • Custom date ranges for flexible reporting
  • Visual charts for easy understanding

Set Client Goals

Create time or earnings goals for each client. Track your progress and ensure you're meeting your commitments and targets.

  • Daily, weekly, or monthly goals
  • Time-based or earnings-based targets
  • Visual progress tracking
  • Dashboard widgets for quick overview

Client Goal

Monthly
AC
Acme Corporation
180h/ 200h
90%
On track to meet goal

Client Management Features

Everything you need to manage your client relationships effectively.

Client Profiles

Create detailed client profiles with names, descriptions, and keep all client information organized in one place.

Project Linking

Associate projects with clients to organize work and easily see all projects related to each client.

Time Tracking

Track time spent on each client across all their projects. Perfect for billable hours and capacity planning.

Client Reports

Generate detailed reports filtered by client to understand workload distribution and project progress.

Client Goals

Set time or earnings goals per client to track performance and ensure you meet your commitments.

Smart Filtering

Filter time entries, reports, and dashboards by client to focus on specific client work.

Quick Search

Instantly find any client with powerful search. No more scrolling through endless lists.

Team Access

Your entire team can see client information, ensuring everyone has the context they need.

Dashboard Widgets

See client-specific insights on your team dashboard with filtering and analytics widgets.

Activity History

Track all work done for each client over time. Never lose sight of the client relationship.

Responsive Design

Manage clients from any device. The interface adapts beautifully to desktop, tablet, and mobile.

Scalable Plans

Start with Team plan for focused work, upgrade to Agency for unlimited clients as you grow.

Frequently Asked Questions

On the Team plan, you can add 1 client to get started. The Agency plan offers unlimited clients for growing businesses and agencies managing multiple client relationships.

Yes! You can link as many projects as you need to each client. This helps organize all work related to a specific client in one place.

When you track time on a project that's linked to a client, that time is automatically associated with the client. You can then filter reports and time entries by client to see all billable hours.

Absolutely! The Reports feature allows you to filter by client, giving you detailed breakdowns of time spent, projects worked on, and team member contributions for each client.

Deleting a client removes the client association from projects, but the projects themselves remain intact. Your work and time entries are preserved.

Yes, team members with active seats can view and search clients. This ensures everyone has the context they need about who they're working for.

Ready to organize your clients?

Start managing your client relationships more effectively. Free to try, no credit card required.