Centralize.
Simplify.
Grow.
Everything you need to manage your clients, subscriptions, invoices, and follow-ups—all in one simple, intuitive platform.
Save time
Stay organized
Grow your business
Complete management
Clients, contacts, history, notes, and documents.
Simplified tracking
Renewals, deadlines, and payments to track.
Fewer tools
Everything in one platform, accessible from anywhere.
More growth
Improve efficiency and deliver better service.
Work the way you prefer.
Light Mode
Dark Mode
Centralize your client information.
Client Management lets you centralize all essential information about your clients and services in one place. No more Excel files, scattered emails, or forgotten reminders.
- Clear and intuitive interface
- Secure online access
- Tailored to your needs
- Customized to match your brand
« All your client information in one place. »
Analyze. Compare. Decide.
Client Management brings your essential data together in clear, easy-to-read visual reports. Track your clients, revenue, and services to better understand your business and make decisions quickly.
- Overview of your key metrics
- Revenue and client tracking
- Service analysis
- Clear and easy-to-read data
« Visualize your data to make better decisions. »
Invoice. Track.
Stay in control.
Centralize your invoices and payments in one place. Quickly view invoiced amounts, payments received, outstanding balances, and the status of each invoice.
- Centralized invoice management
- Payment and balance tracking
- Statuses visible at a glance
- Financial history by client
« Easily track your invoices and payments. »
Ready in just a few steps
A simple setup designed to make your daily work easier.
Configure
Add your services, templates, and preferences.
Add your clients
Import your existing clients or add them manually.
Manage Day to Day
Track your subscriptions, invoices, payments, and tasks.
Développez
Prenez de meilleures décisions grâce aux rapports.
Key Features
Clients
Complete profiles, contacts, history, notes, and files.
Subscriptions
Manage services, renewals, and statuses.
Invoices and Payments
Create invoices and track payments.
Renewals
Track deadlines so nothing gets missed.
Communications
History of emails and communications with your clients.
Tasks
Plan, assign, and track your tasks with ease.
Reports
Dashboards and insights to make better decisions.
Customization
Customize the interface to match your business, colors, and logo.
Exports
Export your data to Excel or PDF in just a few clicks.
Try Client Management before you commit.
Explore a demo version with sample data and discover the main features as if you were using your own workspace.
- Sample Data
- Features to Explore
- Accessible on mobile and tablet
A flexible solution for different professions
Entrepreneurs and SMEs
To better manage your clients and services.
Agencies and Digital Services
To centralize your projects and subscriptions.
Consultants and Freelancers
For simple and effective tracking.
Subscription-Based Businesses
To manage multiple clients and recurring services.
Ready to simplify your client management ?
Try the demo and discover the full potential of Client Management.
Your success, our priority.
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An AV-SG Solution | Client Management