Clients

Every
client, organised.
Every detail, connected.

Preferences, project history, and communication.
All in one workspace, connected to the work.

All your clients,
one visual overview

See every client at a glance with visual cards that show who you're working with. Add new clients in seconds and jump straight into their projects.

Clients

6 active · 14 all time

Everyday Coffee 2 projects · Hospitality
Live
Hectors Deli 1 project · Food & drink
Live
North Road Studio 3 projects · Architecture
Archived
Marlow & Webb 1 project · Legal
Archived

Everyday Coffee

Melbourne · since 2024

Projects2 active
ContactImogen Radcliffe
PortalOn

One profile
for every client

Client name, website, industry, location, and key contacts all in one place. Everything you need to know before you start the next brief.

It carries the history too: every project you've run for them, the proposals they accepted, the invoices you've raised, and their portal. When someone you worked with two years ago calls back, you can see the whole relationship before you pick up.

Everyday Coffee

everydaycoffee.com.au · Hospitality

Client Portal Client Comms 2 Details Projects
Key contactImogen Radcliffe
LocationMelbourne, AU
PortalOn · opened 24×
SocialsInstagram, LinkedIn

History

Brand refreshIn progress · since Jun 2026
Invoice #0142 paid$3,200 · May 2026
Proposal acceptedSigned Apr 2026
Website 2025Delivered Nov 2025

Built for creatives,
not sales teams

No funnels, no lead scoring, no pipeline stages. Just a clean, simple way to stay on top of the people you work with.

What you don’t get
×Deal stages and pipeline value
×Lead scoring
×Quarterly forecast
×Activity quotas
What you do get

Who they are, what you’ve made for them, and what’s open right now.

Ready to organise your
client relationships?

Free during beta. No credit card required. Zero commitment.

Get started free