Client & project management
ProCTM
Keep client work moving, from brief to invoice.
ProCTM brings client relationships, project delivery, and billing into a shared workspace for freelancers and agencies. Teams can organise the work, follow tasks and milestones, and keep invoices connected to the client engagement.
Explore the productBuilt around the everyday.
The work and the client relationship belong together.
A client engagement moves through conversations, tasks, deadlines, and payments. ProCTM gives those parts a connected place, with client records feeding into projects, milestones, and invoices. An agency can examine the work internally while a read-only client portal provides customers with a view of their own projects and progress.
- Who it’s for
- Freelancers & small agencies
- The product
- Bilingual client & project workspace
What it brings together
- Clients, projects, and milestones
- Tasks, time tracking, and calendars
- Invoices, payments, and a client portal
Inside the product
The details make the difference.
Projects
See the shape of the project workload.
The project collection presents status, progress, budget, and team information for each engagement. Opening a project leads into its tasks, milestones, notes, and activity. This gives a team both a view across its current commitments and a place to work through the detail of a particular client assignment.
Invoices
Follow billing beyond the invoice.
The invoice workspace distinguishes paid, partly paid, overdue, sent, and draft records. Summary totals sit above the list, while individual invoices retain their line items, payment history, and remaining amount. Partial payments can be recorded against the invoice, keeping the billing status connected to what has actually been received.
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Tell us what your business needs. We’ll talk through how a product like ProCTM could inform the right solution for you.
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