Clients
Manage your projects in ActiveCollab from an idea to an invoice, and include your clients throughout all the phases! Keep all your processes in one place so no information slips unnoticed.
Estimates
Every project begins with a rough estimate of activities required to meet the client's wishes. In ActiveCollab, you can create a professional estimate that lists all the actions and their costs and send it as an offer to potential clients!
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Mark As Won/Lost
Manage the estimates you send your clients by marking them as won or lost.
Duplicate
There's no need to create the same estimates over and over. Simply duplicate and send them away.
Create Project
Start working on your project right away by turning an estimate into a project.
Create invoice
If your estimate is ready to be invoiced, just turn it into an invoice and send it to your client.
History of Changes
Adjusted your estimate and want to review the changes? See everything that happened and when.
Client Company
When you have regular clients from different countries, you need a way to personalize your business relationships. ActiveCollab offers a way to create client profiles so you can adapt and group your estimates, projects, and invoices.
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Company Details
Enter the details for each company you're collaborating with, from their name and address to currencies.
Custom Hourly Rates
Set up different hourly rates per job type for each project you're working on, to be charged later.
Company Invoice
Access all the invoices you created for a company from their profile page.
Invoicing
The final stage of each business endeavor is getting paid for your services. ActiveCollab makes this process easier and quicker by centralizing all your work, communication, and payment methods in one place.
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Invoice Your Clients
Transform your work into income by invoicing your clients exactly where projects develop.
Reminders
Forget the awkwardness of reminding someone to pay you. Let the system send them a reminder.
Recurring Invoice
No need to do repetitive work. ActiveCollab will automatically send invoices at regular time intervals.
PayPal & Stripe Integration
Connect your accounts to receive online payments from your clients.
QuickBooks
Send all the new invoices from ActiveCollab to QuickBooks to further process them.
Client Collaboration
Make the most of all the options ActiveCollab offers to collaborate with your clients in the best way! Communicate through tasks rather than emails and show them only what they need to be involved in.
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Assign Tasks
If your client needs to review a task, assign it to them, set up a due date, and add a reminder if necessary.
Comments
Mention your client directly on a task, note, or discussion if you need their feedback promptly.
Client +
Invite your most significant clients and let them participate in the projects' development.
Share Files
Centralize your files and keep them tied to the tasks they are related to, so you never lose them again.
Discussions
Talk freely about ideas where you can transform them later into actionable tasks and reality.
Notes
Don't scatter thoughts and important info on pieces of paper. Collect them in ActiveCollab's notes.
