The Problem

Client management
shouldn't feel scattered

If you're using spreadsheets, emails, and WhatsApp to manage clients, things slip through the cracks.

Client details buried in chats and emails

No clear view of who owes you money

Manually updating invoices and records

Losing track of payments and history

Everything you need

Stay in control of your clients
without the chaos

Built for small businesses that need clarity, not complexity.

01

Create invoices in seconds

Add a client once and generate invoices instantly, no repeated data entry.

02

Always know who owes you

Track outstanding balances automatically and never miss a payment again.

03

See full client history

Every invoice, payment, and interaction in one clear timeline.

04

Share invoices — clients pay online

Send a payment link directly from any invoice. Your client pays via Stripe without creating an account, no back and forth, no chasing.

Client profile
WC

Watkins & Co Ltd

[email protected] · +44 7700 123456

Active
12
Invoices
£3,200
Outstanding
£8,400
Total billed
INV-2026-00112Overdue£1,800.00
INV-2026-00098Paid£2,400.00
INV-2026-00087Paid£1,200.00
New invoice
Create
Export
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Edit
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Why client management matters
for your business

Every client relationship represents money your business has earned or is waiting to collect. Without a clear system, it's easy to lose track of who owes you, which invoices are overdue, and what your total outstanding balance looks like at any given moment.

Most small businesses start out managing clients through a mix of spreadsheets, email threads, and memory. It works when you have five clients. It breaks down when you have twenty. Details get missed, invoices go un-chased, and payments slip through the gaps.

Built For Small Business gives you a central place for every client relationship. Add a client once, generate invoices directly from their profile, track their payment history, and see their outstanding balance at a glance. Whether you work with five clients or five hundred, everything stays organised and nothing gets lost.

Customer Clients
48
Total clients
£12,840
Outstanding
£94,200
Total billed
ClientBalanceStatus
Adeyemi LogisticsPaid
Watkins & Co Ltd£3,200Overdue
Mary Ann Ltd£1,140Due today
Sunrise Bakery£560Overdue
Okafor PharmacyPaid

See every client in one clear view

Stop guessing. Instantly know what’s paid, unpaid, and overdue.

  • Clear client overview at a glance
  • Automatic balance tracking
  • Payment status updated instantly
  • Full history for every client
  • Filter by tax year, see client totals for any period
  • Share invoice link, client pays without logging in
Built for freelancers, agencies, and growing small businesses

Whether you manage 5 clients or 500

01

Freelancers & consultants

Keep track of clients, invoices, and payments, all in one place.

02

Service businesses & agencies

Manage multiple clients without losing track of work or money.

03

Growing teams

Stay organised as your client base grows, without switching tools.

04

Retailers & product businesses

Keep a clear record of every customer, their order history, and any outstanding balances, all in one place.

Start managing clients today.
It's completely free

No setup fees. No credit card. No time limit.
Add your first client in minutes and keep every invoice, payment, and balance in one place.

View plans

No setup fees • No credit card required • Cancel anytime

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