Give every client one profile with their contacts, billing details, projects, tasks, notes, files, proposals and invoices, so you never go digging for what you need.
Client work spreads across inboxes, spreadsheets and folders. In Tristiks Grow each client has a single profile that everything else hangs off: the time you track, the proposals you send and the invoices you're paid, all where you'd look for them.
Open a client and the whole relationship is on one screen.
01
Keep the client's logo, website and address, and as many contacts as you work with, each with their own details.
02
See the client's projects and tasks, with due dates, in one place, and add new ones without leaving the profile.
03
See what the client has paid and what's still unpaid this year, alongside their invoices, proposals and contracts.
04
Write notes as you go and keep the client's files and links on their profile, so everyone works from the same information.
The details you'd otherwise keep in a spreadsheet, saved where you use them.
Paid this year
$18,400
Unpaid this year
$2,350
Paid and unpaid totals for the year, with every invoice and its status.
Save each client's hourly rate, currency, tax rate and payment terms on their profile, so they're in one place when you bill them. Reports use the rate to show what your hours earned.
Task due dates and invoice dates on one calendar, next to your Google Calendar events.
Invite teammates to work across your account, or collaborators who see only the clients and projects you share.
Enter their name, logo, website and address, and add the people you work with there.
Choose the hourly rate, currency, tax rate and payment terms you use with this client.
Create a project and tasks, track time against them, and send a proposal or an invoice from the same place.
FAQ
Still have questions? Talk to our team.
It's software that keeps everything about your clients in one place: their contacts and details, and the work, documents and money that go with them. Tristiks Grow gives each client one profile linked to their projects, tasks, tracked time, proposals, contracts and invoices.
Their logo, website, address and contacts; their billing details; notes; files and links; and their projects, tasks, proposals, contracts and invoices.
Yes. Save each client's hourly rate, currency, tax rate and payment terms on their profile. Time reports use each client's rate to show what your hours earned, and you set the rate on each invoice.
Yes. A client's profile shows what they've paid and what's unpaid this year, with each of their invoices and its status.
Yes. Invite teammates, who work across your whole account, or collaborators, who see only the clients and projects you share with them. A collaborator given only one project sees that project, not the client's other details.
Yes. Connect Google Calendar and your events appear on the client calendar, next to task due dates and invoice dates.
Yes. Every plan starts with a free 14-day trial, and you don't need a credit card to sign up.
Start a free 14-day trial and set up your first client in minutes, or book a demo to see client profiles, proposals and invoices working together.
