Client records with contacts, project history, profitability per client, tags, and notes. Booking page inquiries flow in automatically. A client portal gives them access to invoices, contracts, and project status.
Everything you need, nothing you don't.
Store company details and multiple contacts per client. Phone, email, address, and notes — all in one place, not scattered across spreadsheets.
See every project, proposal, invoice, and contract for a client on one page. No searching — the full relationship history is always one click away.
Revenue, labor cost, expenses, and margin calculated per client. The full financial picture for every relationship.
Tag clients by type, industry, source, or anything else. Filter and segment your client list to find exactly who you need.
Inquiries from your public booking page convert to client records in one click. Contact details, event date, and custom question answers carry over automatically.
Override your default rates per client. If a long-term client gets a preferred rate, set it once and every time entry and invoice uses it automatically.
After a client pays their first invoice via Stripe, their card or bank account is saved. Future invoices pre-fill for faster checkout.
Add internal notes to any client record. The activity timeline shows every invoice sent, proposal accepted, contract signed, and payment received — in chronological order.
Moving from another tool? Import your client list via CSV. Map columns once and Clearmargin creates client and contact records in bulk.
See how your industry uses this feature day-to-day.
Yes. Upload a CSV file and map your columns to Clearmargin fields. Client and contact records are created in bulk. You only need to map the columns once — Clearmargin remembers the format for future imports.
Clearmargin calculates revenue from invoices, labor cost from time entries (using internal hourly cost), and expenses assigned to the client. The difference is your margin. No manual calculations — it updates in real time as you work.
Yes. Every invoice and contract has a client-facing page with a shareable link. Clients can view, pay, and sign without creating an account. You control what they see.
Set a custom hourly rate on any client record. When you track time for that client, the rate cascade picks up the client override instead of your default member rate. Project-level rates override client rates if both exist.
