Client Management for Freelancers and Small Businesses
InnoBooks client management software helps freelancers and small businesses organize all client information in one place. Store contact details, manage projects, track invoices and payments, and keep notes for every client. Instead of using multiple tools, InnoBooks works as a simple mini CRM designed specifically for freelancers and small teams.
A complete profile for each client
For each client, InnoBooks gathers all the important information: contact details, projects, invoices, hours worked, and internal notes. You have everything at your fingertips to respond quickly to requests and better manage your projects.
See at a glance what each customer owes you: overdue invoices, amounts due, drafts and payments received.
Access the complete history: invoices paid, sent, partially paid or overdue, all grouped by customer.
Find all of a client's information in one place: contact details, projects, payments, documents and activity.
Quickly see what each customer owes you
No more digging through your invoices to see where you stand. For each client, you instantly see invoices that have been paid, are overdue, or are pending, as well as the amounts owed.
- Automatic time tracking
- Ideal for invoicing and timesheets
- Simple overview for entrepreneurs and teams
Connect your projects, hours, and documents to your clients
InnoBooks automatically links your projects, timesheets, and client documents. You can see at a glance the time invested, associated expenses, and profitability of each business relationship.
- List of active and completed projects for each client
- Hours worked and expenses related to the projects
- Associated documents (contracts, quotes, receipts, etc.) accessible in just a few clicks
Find a client, project, or invoice in seconds.
Thanks to the filters and integrated search, you can quickly find the right client, even in a long list. Ideal for growing businesses managing an increasing number of cases.
- Search by client name, project, email, or invoice number
- Filters by status (active, inactive, late payment, etc.)
- Sort by date, name, balance due, or customer type
A lightweight CRM for entrepreneurs, freelancers, and small teams
InnoBooks replaces your old Excel file or scattered notes. You get a mini CRM integrated with your invoices, projects, and timesheets, without complexity or lengthy training.
- Centralize your clients, projects, invoices and follow-ups
- Keep a complete history of your business relationships
- Save time every time a customer calls you
See also
- Billing — Create, send and track your invoices in seconds.
- Recurring invoices and expenses — An invoice or an expense set up once, created again every period.
- Estimates and Quotes — Create and send professional estimates to your clients.
📱 Our apps
The same data on the tablet, the phone and the web
One click away from getting started
Everything in one financial tool, designed in Québec for small businesses, freelancers and teams.
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