SimplifyClientFeatures
Everything your agency needs in one place.
SimplifyClient keeps the path from client work to paid invoice clear: clients, projects, invoices, payments, reminders, reports, and AI collections.
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Client CRM
Profiles, notes, tags, timelines, communication history, balances, and payment history.
Project Management
Projects, tasks, Kanban, deadlines, assignments, time tracking, and profitability.
Professional Invoicing
Templates, recurring invoices, VAT/tax, discounts, PDFs, and public invoice pages.
Stripe & Bank Payments
Accept payments by Stripe or bank transfer, with money going directly to your account.
AI Collections Manager
Risk scoring, expected payment dates, reminder drafts, and collections timelines.
Cash-Flow Forecasting
7, 30, and 90-day forecasts with best, expected, and worst-case views.
Client Portal
Client access for invoices, payments, project updates, files, comments, and approvals.
Reports & Analytics
Revenue, tax, overdue, team performance, client profitability, MRR, and exports.
Team Management
Roles, assignments, team access, activity tracking, and advanced permissions.
Support & Feedback Center
Floating feedback, support tickets, internal notes, and operational context.
Built around the payment workflow.
Every feature supports the same outcome: less admin time, faster client payments, clearer follow-up.
Step 1
Create client
Step 2
Create project
Step 3
Send invoice
Step 4
Collect payment
Step 5
Escalate with AI
AI Collections Manager
Know who to follow up with before cash gets stuck.
SimplifyClient detects overdue invoices, scores payment risk, predicts expected payment dates, drafts follow-up messages, and stops reminders when invoices are paid.
Payment risk scores
Expected payment dates
Friendly, professional, firm, and final notice tones
Email and WhatsApp reminder drafts
Collections timeline
Money at risk ranking
Create a cleaner payment workflow today.
Start with clients and invoices, then add payments, reports, recurring billing, and AI collections as your agency grows.
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