Manage clients

Every client, in one tidy place

Keep each client's details, projects and invoices together — so the full picture is always a click away.

What it is

Store every client in one list with their details, a status and any notes you want to keep. A quick search gets you to the right one instantly, even as the list grows.

Open a client to see their history in context — the projects you've done and the invoices you've raised — so you're never digging through folders or old emails to remember where things stand.

Why it makes your life simpler

Less admin, more of the work you actually enjoy.

1

Everything in one place

Details, notes, projects and invoices for each client live together, not scattered across apps.

2

Find anyone fast

Search cuts straight to the client you need instead of scrolling a long list.

3

Keep the context

Notes and status mean you remember the little things that make clients feel looked after.

How it works

Up and running in three steps.

  1. Step 1

    Add a client

    Save their details once and reuse them everywhere.

  2. Step 2

    Add notes and status

    Keep the context that helps you serve them well.

  3. Step 3

    See it all together

    Open a client to view their projects and invoices at a glance.

Explore more

More of what Billable does.

Keep every client in one place.

Manage clients — and everything else Billable does — in one calm place built for a business of one, on a single flat plan.

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