One record for everything about a client.
Contacts, projects, documents, forms, invoices and their portal all hang off the same client page, so nothing gets re-entered and nothing gets lost.
The old way. The Wundesk way.
The old way
- Contact details in a spreadsheet, a notes app and your inbox
- No quick way to see what you've sent a client or what they owe
- Notes about a client living in your head
The Wundesk way
- A single client page with everything one click away
- Tabs for projects, documents, forms, billing and portal
- Internal notes kept next to the work
Why Wundesk Clients?
Everything it does, in detail.
01
Companies and people.
Add a client in seconds, or capture the full picture when you have it.
- Mark each client as a company or a person
- Primary contact, position, email and phone
- Website, location with an embedded map, and an about section
- Requirement tags and an account manager from your team
02
A client page that shows the whole story.
Open any client and move between the parts of the relationship without leaving the page.
- Overview with projects, messages, recent updates and notes
- Tabs for Details, Contacts, Projects, Billing, Documents, Forms and Portal
- Click any field to edit it, then save or discard in one step
- Quick links to email, call or visit their website
03
More than one person per client.
Keep every contact on file and tie them to the projects they care about.
- Add contacts with name, position, email and phone
- Choose which projects each contact belongs to
- Clients can be assigned tasks, and the right contact shows up as the assignee
04
Tidy up without losing history.
Archive clients you have finished with, and bring them back whenever they return.
- Archive and restore in one click
- Archived clients stay out of lists and invoice pickers
- Internal notes are never shown to the client
How it works. Three steps.
- 1
Add the client
Create a client from the Clients page, or on the fly while setting up a project.
- 2
Fill in the details
Add contacts, an account manager and any notes you want to keep.
- 3
Build on the record
Create projects, publish documents and forms, send invoices and open a portal.
Plus everything you'd expect.
Account managers
Assign a team member to every client.
Internal notes
Quick notes that only your team can see.
Project overview
Open work, overdue tasks and upcoming tasks per client.
Billing tab
Outstanding and collected amounts for each client.
Documents and forms
See what you've published and what has been completed.
Client portal
Create, edit and share the portal from the same page.
Stop stitching tools together.
Everything a freelancer needs to run client work, in one place, from $9/mo.