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Business & Money

ClientFlow Pro: Client & Project Manager

Manage clients, projects, tasks, deadlines and payments in one professional workspace. Track project progress, organise client records, monitor outstanding balances, export records and back up your data with ClientFlow Pro.

$13.00

What you get: 1 file · 42.77 KB · HTML

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Product description

ClientFlow Pro: Client & Project Manager

Organise your clients. Manage your projects. Stay on top of your work.

ClientFlow Pro is a practical client and project management application designed for freelancers, consultants, independent professionals and small business owners who want to organise their work in one place.

Instead of juggling multiple spreadsheets and scattered notes, use ClientFlow Pro to keep track of clients, projects, tasks, deadlines and payment records through one convenient dashboard.

✨ KEY FEATURES

👥 1. Client Management

- Save client names and contact information.

- Record company details and useful notes.

- Organise client records in one directory.

- Find client information more easily.

📁 2. Project Management

- Create and manage projects.

- Link projects to clients.

- Record project budgets and deadlines.

- Track project status and completion progress.

- Keep project information organised.

✅ 3. Task Management

- Create tasks and associate them with projects.

- Set task priorities and due dates.

- Mark completed tasks.

- Review outstanding work and upcoming deadlines.

💰 4. Payment Tracking

- Record payments and amounts due.

- Track paid and pending payments.

- Monitor outstanding balances.

- Organise payment records alongside your projects.

📊 5. Business Dashboard

View an overview of your clients, active projects, tasks and payment records.

Use your dashboard to understand what needs attention and keep your work organised.

📤 6. Data Export

Export supported records as CSV files for use in compatible spreadsheet applications.

💾 7. Backup and Restore

Download a backup of your workspace and restore your data when needed.

Regular backups help protect your records if you need to change browsers or devices.

🖨️ 8. Printing and PDF

Print supported views or use your browser's print dialog to save them as PDF files.

💱 9. Multiple Currency Options

Choose from supported currencies, including:

- USD — US Dollar

- NGN — Nigerian Naira

- GBP — British Pound

- EUR — Euro

- CAD — Canadian Dollar

- AUD — Australian Dollar

- GHS — Ghanaian Cedi

- KES — Kenyan Shilling

- INR — Indian Rupee

Currency selection is for display and does not automatically convert exchange rates.

📱 10. Mobile-Friendly Interface

Use the responsive interface on compatible mobile phones, tablets and computers.

🎯 WHO IS CLIENTFLOW PRO FOR?

ClientFlow Pro is suitable for:

- Freelancers

- Graphic designers

- Web developers

- Content creators

- Consultants

- Independent contractors

- Small business owners

- Service-based businesses

📦 WHAT YOU RECEIVE

You receive a digital HTML application that you can open in a compatible web browser.

There is no physical shipment.

⚠️ IMPORTANT INFORMATION

- Local storage: Workspace records are saved in the browser on the device being used.

- No cloud synchronisation: Data does not automatically sync between devices or team members.

- No automatic messaging: The application does not automatically email clients or send deadline notifications.

- No payment processing: Payment records are for tracking purposes; the application does not collect payments or verify bank transactions.

- Backups: Download backups regularly and store them somewhere safe.

- Currency: Selecting a currency does not convert amounts between currencies.

ClientFlow Pro is an organisational tool, not a replacement for professional accounting or financial advice.

🚀 START ORGANISING YOUR WORK

Bring your client records, project progress, tasks and payment tracking together with ClientFlow Pro.

What you get

1 file · 42.77 KB

  • index.htmlHTML · 42.77 KB

Included in Getly ProGet Pro

LicenseCommercial use allowed
PublishedOct 22, 2026
File size42.77 KB
File formatHTML
Versionv1.0

Tags

client-managementproject-managementtask-trackerdeadline-trackerpayment-trackingclient-databaseproject-progresswork-managementcrm-liteinvoicing
C
Codings

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Yes. Commercial use is allowed: use it in your own business and in things you sell. You may not resell or redistribute the file itself.

What's your refund policy?

You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file - HTML - 42.77 KB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$13.00