Clients & Products

Track your clients and products, then tag projects so revenue and delivery roll up.

Manage Clients
Add the companies you do client work for, track them through New, Ongoing and Past, and store the billing details that prefill invoices.
Manage Products
Add your own SaaS or products as entities so internal project work and product revenue roll up by product.
Tag Projects to Clients and Products
Link each project to a client or product so delivery and revenue roll up automatically into the right place.