Clienty

Each client has: name, company, contacts, billing address, currency, payment terms, dormant-alert threshold, and notes. The client list is shared with Invoicy.

Tag clients for filtering - vip, design, recurring, whatever fits your workflow.

Drag projects between columns to update their status. Each column represents a lifecycle stage.

• Lead - early conversations, no commitment yet.
• Proposal - quote sent, waiting on a yes/no.
• Active - work in progress.
• On hold - paused but not lost.
• Completed - delivered.
• Lost - declined or cancelled.

Add milestones with titles and due dates. Check them off as you go. The project detail page shows progress (3 of 5 done).

When you invoice for a project, incomplete milestones show up as clickable chips in Invoicy's line-item picker - one click adds the milestone title as a line.

Track interactions per client. Each entry has a type and a short summary.

• Call - phone conversations.
• Meeting - in-person or video.
• Email - important threads.
• Note - anything else you want to remember.

Each client gets a score 0–100 based on four factors:

• Payment reliability - how on-time their invoices are paid.
• Project volume - how many active projects you have with them.
• Relationship age - how long they've been a client.
• Recent activity - invoices sent or contact logs in the last 30 days.

If a client goes longer than their threshold without activity (default 60 days), we surface them on the dashboard and email a daily reminder.

You can disable the email from Settings → Email preferences if you'd rather check the dashboard yourself.

Clienty is part of the Suite plan ($29/mo) or Agency ($49/mo). Free and Pro users see a paywall (but settings + billing stay accessible).