SimplifyClientComplete agency operations platform
Manage Clients. Get Paid Faster.
SimplifyClient helps agencies, freelancers, and consultants manage clients, projects, invoices, payments, collections, and cash flow from one modern dashboard.
Built for agencies, freelancers, consultants, and service businesses.
Stop losing time to admin work.
Small agencies waste hours every week managing clients, tracking projects, creating invoices, checking payments, and chasing overdue clients manually.
Client data is scattered
Projects are hard to track
Invoices take too long
Payments are missed
Overdue follow-ups are manual
Cash flow is unclear
Everything your service business needs in one place.
Connect client work, billing, payment collection, reporting, and communication without turning your business into an accounting department.
Client CRM
Profiles, notes, tags, timelines, communication history, balances, and payment history.
Project Management
Projects, tasks, Kanban, deadlines, assignments, time tracking, and profitability.
Professional Invoicing
Templates, recurring invoices, VAT/tax, discounts, PDFs, and public invoice pages.
Stripe & Bank Payments
Accept payments by Stripe or bank transfer, with money going directly to your account.
AI Collections Manager
Risk scoring, expected payment dates, reminder drafts, and collections timelines.
Cash-Flow Forecasting
7, 30, and 90-day forecasts with best, expected, and worst-case views.
Client Portal
Client access for invoices, payments, project updates, files, comments, and approvals.
Reports & Analytics
Revenue, tax, overdue, team performance, client profitability, MRR, and exports.
Team Management
Roles, assignments, team access, activity tracking, and advanced permissions.
Support & Feedback Center
Floating feedback, support tickets, internal notes, and operational context.
Client Management
Know every client, project, invoice, and payment.
Client profiles
Notes
Tags
Client timeline
Communication history
Outstanding balance
Overdue balance
Client payment history
Project Management
Keep projects moving without losing track.
Projects
Tasks
Kanban board
Deadlines
Team assignments
Time tracking
Budget vs invoiced
Profitability insights
Invoicing & Payments
Create invoices and get paid directly.
Clients can pay invoices online by card, or use bank transfer details shown on the invoice.
Invoice templates
Recurring invoices
PDF export
VAT/tax support
Multi-currency
Stripe Connect
Online card payments
Bank transfer details on invoices
Manual and partial payments
Public invoice payment page
AI Collections Manager
Stop chasing overdue payments manually.
Automatic overdue detection
AI-generated payment reminders
Friendly, professional, firm, and final notice tones
Payment risk scoring
Expected payment date
Money-at-risk dashboard
Collection timeline
Email and optional WhatsApp reminders
Cash-Flow Intelligence
See what money is coming in before it arrives.
7-day forecast
30-day forecast
90-day forecast
Outstanding invoices
Overdue invoices
Risk-adjusted forecast
MRR and recurring revenue insights
Best case / expected case / worst case forecast
Client Portal
Client login
View invoices
Pay invoices
Download PDFs
View project updates
Upload files
Approve deliverables
Comment on updates
AI Assistant
Which clients are overdue?
Summarize this client.
What should I follow up on today?
Explain my cash-flow forecast.
Create a polite reminder for unpaid invoices.
Support & Feedback Center
Support is built into the product.
Submit issues from anywhere, follow conversations, and keep ticket priority and status visible without leaving your workspace.
Floating feedback from every authenticated page
Ticket status, priority, and conversation history
Actionable product context for faster support
Built for modern service businesses.
Marketing Agencies
Design Studios
Development Agencies
Consultants
Freelancers
SEO Agencies
“SimplifyClient gives us one place to manage clients, invoices, and payments without switching between five different tools.”
Agency Owner
“SimplifyClient gives us one place to manage clients, invoices, and payments without switching between five different tools.”
Freelancer
“SimplifyClient gives us one place to manage clients, invoices, and payments without switching between five different tools.”
Consultant
Simple pricing that grows with your business.
Start with the essentials, then unlock automation, AI collections, and forecasting as you grow.
MonthlyAnnual coming soon
Starter
Best for freelancers and solo consultants.
$9/month
Start Starter Trial
10 clients
20 invoices/month
3 active projects
1 user
Basic support
Client CRM basics
Project basics
Invoice creation
PDF export
Bank transfer details
GrowthMost Popular
Best for small agencies.
$19/month
Start Growth Trial
Unlimited clients
Unlimited invoices
25 active projects
Up to 5 users
Standard support
Everything in Starter
Stripe Connect
Online card payments
Bank transfer support
Recurring invoices
Pro
Best for growing agencies that want automation and cash-flow control.
$39/month
Start Pro Trial
Unlimited clients
Unlimited invoices
Unlimited projects
Up to 15 users
Priority support
Everything in Growth
AI Collections Manager
Overdue risk scoring
Expected payment date prediction
Automated reminder sequences
Business / Agency
Best for larger agencies and teams that need full control.
$79/month
Start Business Trial
Unlimited clients
Unlimited invoices
Unlimited projects
Unlimited users
Priority support
Everything in Pro
Advanced role editor
Custom permissions
Multiple client portal contacts
Lead capture forms
Try SimplifyClient free for 14 days. Set up your clients, send invoices, and see how much admin time you can save. Cancel anytime.
Frequently asked questions
What is SimplifyClient?
SimplifyClient is a client, project, invoicing, payment, collections, cash-flow, and communication platform for service businesses.
Who is SimplifyClient for?
It is built for agencies, freelancers, consultants, and small service teams that want less admin and faster payment collection.
Can clients pay me directly?
Yes. Clients pay directly to your connected Stripe account or by bank transfer.
Does SimplifyClient support Stripe?
Yes. Growth and above include Stripe Connect for online card payments. PayPal support is planned for a future release.
Can I add bank transfer details to invoices?
Yes. Bank transfer details are available from Starter and can appear on invoices and public invoice pages.
Can I send recurring invoices?
Yes. Recurring invoices are included from Growth.
Does SimplifyClient help with overdue invoices?
Yes. AI reminders, risk scoring, collections timelines, and automation help reduce manual chasing.
Does it include AI features?
Yes. AI invoice drafts and reminder messages start on Growth, with AI Collections and broader AI features on higher plans.
Can my accountant access the system?
Yes. Accountant roles can view invoices, payments, reports, taxes, exports, and finance-related logs.
Is there a free trial?
Yes. You can try SimplifyClient free for 14 days. Cancel anytime.
Ready to simplify your client workflow?
Manage clients, projects, invoices, payments, and collections from one clean dashboard.