Every client, in one calm profile
Keep every client’s contacts, projects, invoices, payments, and full history together — so you always know exactly where each relationship stands.
- No credit card to start
- Cancel anytime
- Export your data anytime
What is client management in AgencyTrack?
Client management is the heart of AgencyTrack: one tidy profile for every client that holds their contact details, company, notes, files, and the complete history of your work together. Instead of scattering that across WhatsApp, email, and spreadsheets, everything about a client lives on a single screen you can pull up in seconds.
Because each profile is connected to the rest of AgencyTrack, opening a client instantly shows their projects, the invoices you’ve raised, the payments you’ve collected, and the meetings you’ve had. When a client messages “where are we at?”, the answer is one click away — not a fifteen-minute hunt through old chats.
How to use client management
Add a client
Create a client with their name, company, contact details, and notes in a few seconds — or import a list to get started fast.
Attach their work
Link projects, invoices, payments, and files to the client so everything about them collects in one place automatically.
Set a status
Mark each client active, lead, or on-hold so you can see the state of every relationship at a glance.
Open one profile
Whenever you need context, open the client to see their full timeline — no switching between apps.
How client management helps you
One source of truth
Every detail, file, and payment for a client sits in one profile — nothing lost across apps.
Answers in seconds
Recall exactly what you agreed, what’s outstanding, and what’s next without digging.
Nothing forgotten
A clear status and connected history mean no dropped follow-ups or missed promises.
Stronger relationships
Show up informed on every call — the small thing that earns bigger, longer engagements.
Where client management fits
Solo freelancers
Juggling several clients at once and tired of hunting through chats to remember details.
Growing agencies
Many clients across a team who all need the same, up-to-date picture of each account.
Retainer & repeat clients
Long relationships with months of history you can’t hold in your head.
What’s included
- Full contact & company details
- Notes and file attachments
- Per-client project history
- Linked invoices & payment records
- Status pipeline (active / lead / on-hold)
- Fast, searchable client list
Client management FAQs
Yes. You can add clients manually in seconds or bring across an existing list, then attach their projects, invoices, and notes so their full history builds up in one profile.
Yes. When you raise an invoice, record a payment, or run a project for a client, it’s linked to their profile automatically — so the timeline is always current without extra data entry.
The Free plan covers up to 5 clients, Pro up to 30, and Ultra is unlimited. Leads are unlimited on every plan, so you only count clients once a prospect converts.
Bring every client into one profile
Start free and set up your first client in minutes. No credit card required.