Client Management

Build trust with transparency without losing track.

Share an idea for feedback, schedule a meeting, start a discussion or build project status and result reports. The client management software for your entire team - in or out.

GDPR ready *No credit card
needed

Core Client Management Solutions for Your Business Needs

Manage all your client information in one place, create and turn estimates into projects in a swift, and keep your clients in the know at all times.

Client Address Book

Keep all your client company and contact information stored safely in ActiveCollab. A good start of your account management.

Project Estimates

Create and send project estimates to clients in a few minutes. Mark them as won or lost, turn them into projects or invoices in a click.

Freelancer and Client Project Access

Include freelancers in the same workspace as your internal team, following the same process. Maintain trust by sharing information with your clients inside ActiveCollab.

Client Feedback and Communication

No more back-and-forth via emails—all your client communication can be done in ActiveCollab. Onboard clients and invite them to relevant projects to review discussions and notes, give feedback, and approve deliverables.

Progress Overview and Reports

It takes a few clicks instead of days of hassle. Share estimated vs. real-time spent reports, project progress reports, and quick overviews directly from ActiveCollab.

"ActiveCollab helped in making the transition smooth when we were pushed toward home working and was one of the key factors in maintaining the quality of our work."

Jelena Havelka

Interior Designer, Havelkadesign

"ActiveCollab sounded too good to be true. We went into our trial period with low expectations – to our surprise and delight, we were proven wrong."

Carter Grotta

Founder and Creative Director, JUICE Creative Group

"ActiveCollab allows our teams to ask questions, track and update statuses, report time, and communicate effectively and efficiently."

Malinda Lloyd

Director, Strategic Accounts, Xivic

"We've gotten way more efficient with our time management and communication, and a big part of that is because of ActiveCollab."

Cam Lee

Founder and Managing Director, Rock Agency

Privacy and Limited Access

Your privacy is our top priority. Control who sees what and set limits within a task or a project.

Hide Tasks or Discussions from Clients

Manage who sees what for a client or a freelancer - a specific project, a task, a Discussion, or a Note. We have built client relationship management features into ActiveCollab.

Separate Freelancer Communication

Set a separate company for freelancers so they can only access a limited set of projects and tasks.

Set Separate Company Roles

Depending on the features an employee should be able to access, you can set different roles. From an Owner role, granting full access and control to a Member role, without access to Invocing and Reporting features.