Clients & CRM
Keep businesses and individuals, their Contacts, and a lead → prospect → client pipeline in one list.
Projecto is the workspace for freelancers and small businesses: know your Clients, deliver their Projects, track the hours, and bill them — without retyping a thing.
Keep businesses and individuals, their Contacts, and a lead → prospect → client pipeline in one list.
Group work into Projects with Milestones and Tasks, and let progress come from the work itself.
Start a timer on a Task or log hours by hand, and mark each TimeEntry billable or not.
Quote with Estimates, bill with multi-tax Invoices in one currency, and record full or partial Payments.
Give each Client a scoped login to follow their own Projects and download their Invoices.
In-app and email notifications with per-type toggles, and a dashboard of the day across every Client.
From the first Estimate to the last Payment, and the portal your Clients see it through.
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