A CRM built for client work
Managable is a CRM for freelancers and agencies. Every client gets one profile that links their projects, payments, files, documents, and history — so context is one click away, not scattered across eight tabs.
One profile per relationship
Projects, invoices, payments, files, and documents — all linked to the client they belong to and searchable in seconds.
Status that means something
Active, inactive, and archived states keep your client list honest — and your pipeline of real work clear.
AI memory per client
Aether remembers each client’s rate cards, preferences, and past work, so you never re-explain context.
Built for agencies too
Role-based team access keeps the right people on the right accounts as you grow from solo to studio.
A client portal, included
Clients view invoices, tasks, and documents and accept proposals through a secure portal — no account needed.
Every record, audit-trailed
See what changed and when, with per-client access controls on team plans.
Not a sales CRM you will never finish setting up
Most CRMs are built to chase leads through a funnel. Managable is client management software built to run the clients you already have — it keeps the whole relationship (work, money, files, history) in one profile, ready the moment a client emails.
- Status tracking across active, inactive, and archived
- Linked projects, payments, files, and documents
- Searchable history and a full audit trail
- Per-client access controls on team plans
The best CRM for freelancers is the one connected to the money
A contact list is not a CRM. Because every Managable client links to their invoices, payments, and reconciled transactions, you always know what a client is worth, what they owe, and what is in flight — without exporting a thing.
Give clients a portal, not an inbox thread
Each client gets a secure portal to view invoices, follow project tasks, and accept proposals. Fewer “can you resend that?” emails, a more professional experience, and everything logged back to the profile.
Add or import clients
Bring clients in via CSV or add them as you go — each gets a profile and a timeline instantly.
Link the work
Projects, invoices, files, and documents attach to the client automatically as you create them.
Share the portal
Invite clients to a secure portal to view invoices and tasks and accept proposals.
Frequently asked questions
Is Managable a CRM for freelancers?
Yes. Managable gives every client a profile that links their projects, payments, files, documents, and history in one place — a CRM built around client work, not a sales pipeline you do not need.
Does it work as a CRM for agencies?
Yes. Small studios and agencies use Managable to keep every client, retainer, and project connected, with role-based team access so the right people see the right accounts.
What does each client profile include?
Contact details, company, and status (active, inactive, archived), plus every linked project, invoice, payment, file, and document — and Aether’s memory of past work, so context is never lost.
Is there a client portal?
Yes. Each client can get a secure, token-based portal to view their invoices, tasks, and documents and accept proposals — without creating an account.
How is this different from a sales CRM like HubSpot or Salesforce?
Those are built to chase leads. Managable is client management software for the clients you already have — it keeps the work, money, files, and history of each relationship in one place, not a deal funnel.
Can my team collaborate on clients?
Yes. Team seats with role-based permissions let the right people access the right clients, with an audit trail of changes.
Run your business in one place.
Bring your clients into one place. Free to start, no credit card.