Client Management

Manage your client roster, track billing, and monitor relationship health

MR
12total clients
7active
2leads
$270,200total billed
$12,440outstanding
12 results
FA

Fatima Al-Hassan

Consulting

Pinnacle Consulting

Houston, TX

falhassan@pinnacleconsult.com

$7,200

Oct 12, 2025

1
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IT

Isabelle Torres

Creative Agency

Opal Creative Co.

Miami, FL

isabelle@opalcreative.co

May 29, 2026

New Proposal
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New Proposal
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NC

Nora Chen

Design Agency

Blackridge Studio

San Francisco, CA

nora@blackridgestudio.com

$42,800

May 28, 2026

4
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New Proposal
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MW

Marcus Webb

Venture Capital

Helix Ventures

New York, NY

mwebb@helixventures.io

$31,500

$2,800

May 27, 2026

3
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New Proposal
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JW

James Whitfield

Retail

Solaris Retail

Dallas, TX

james.w@solarisretail.com

May 26, 2026

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DO

Devon Okafor

Digital Marketing

Vantage Digital

Chicago, IL

devon@vantagedigital.com

$19,200

$5,600

May 25, 2026

2
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AD

Amara Diallo

Branding

Kinetic Branding

Portland, OR

amara@kineticbranding.agency

$56,200

May 22, 2026

6
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RM

Rafael Moreno

E-commerce

Coastal Commerce

San Diego, CA

rmoreno@coastalcommerce.com

$22,600

May 20, 2026

3
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New Proposal
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YT

Yuki Tanaka

UX Design

Luminary UX

San Francisco, CA

yuki@luminaryux.design

$38,100

May 18, 2026

5
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PS

Priya Sharma

Biotech

Meridian Labs

Palo Alto, CA

priya@meridianlabs.co

$28,400

$4,040

May 14, 2026

2
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New Invoice
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New Proposal
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Showing 110 of 12 clients