Client Management
Keep client contact, projects, conversations and files organized in one secure place.
Manage clients, projects, invoices, and communications — all in one dashboard.
Optional tagline: Build client trust with a beautiful portal.
Core features built for freelancers and small agencies to run projects and get paid.
Keep client contact, projects, conversations and files organized in one secure place.
Kanban-style boards, milestones, and time tracking to deliver on schedule.
Share drafts, assets and contracts with permissioned access and activity logging.
Create invoices, accept payments, and automate reminders — get paid faster.
Three simple steps to onboard clients and get paid faster.
Import or create client profiles in seconds.
Invite clients to project pages and collaborate.
Send invoices and accept payments through Stripe & PayPal.
Start for free — upgrade for advanced features and collaboration.
Hear from people who streamlined client work with SimplifyClient.
SSofia R.Freelance Developer“SimplifyClient cleared up my billing chaos — invoices paid 3x faster.”
LLeo G.Design Agency Owner“Our team loves the client-facing portal and approval flows.”
MMaya T.UX Consultant“Everything in one place — communication, files and billing.”