A record per client
Projects, invoices, contracts, files and support history attached to each client.
All comparisons
Client management software
Client management software for the whole relationship
Managing clients well means more than a contact list. It means every project, invoice, contract, message and file for a client is in one place, and the client has a clean, branded way to work with you.
ProjEvo brings all of it together: each client gets a branded portal on your domain for projects, approvals, invoices, contracts and support, while you manage the work, the money and the sites behind the scenes from one dashboard.
Best for agencies and freelancers who want every client project, invoice and conversation in one branded place.
The bottom line
Client management is not a spreadsheet of contacts. ProjEvo gives every client a branded portal and ties their projects, billing, support and files to one record, so nothing about a client is scattered across apps.
What to look for
A branded client portal
Clients log in on your domain to follow work, approve, pay and get help.
Roles and privacy
Clients see only what they should; internal work stays internal.
Communication in context
Messages, live chat and tickets tied to the client and project they belong to.
Why teams choose ProjEvo
One platform, your brand, one bill
Everything about a client in one place
Stop hunting across email, drive, invoicing and your PM tool for one client history.
A more professional experience
A branded portal makes even a solo operation feel like an established studio.
Self-serve for clients
Approvals, payments and support without another email thread.
One platform, one bill
Replace the stack you use to manage clients with a single system.
Explore what's included
White-label client portal
A fully branded login, custom domains and a complete client portal. The optional "Powered by ProjEvo" toggle drives referrals.
Projects & delivery
Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.
Billing & money
Branded contracts and proposals, invoices, recurring subscriptions and a client wallet that pays you automatically — Stripe and PayPal built in.
Support desk
A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.
Frequently asked
- What is client management software?
- Software to manage everything about your clients — projects, billing, communication, files and support — ideally in one branded platform with a portal clients can use.
- Do clients get a login?
- Yes — a branded portal on your domain for projects, approvals, invoices, contracts and support.
- What does ProjEvo replace?
- Typically a CRM, project tool, invoicing, a help desk and file sharing — collapsed into one platform.
See it for yourself
Start a free trial and run your whole business on one platform.