Client Management for Freelancers
Every client, every project, every invoice — linked in one profile
Stop digging through spreadsheets and email threads to find what you need. Forma gives each client a single profile that connects every proposal, contract, invoice, and project you’ve ever created for them.
What you get
Complete client history
Every proposal sent, contract signed, invoice paid, and project completed. One click, full context. No more searching through email or five different apps to piece together a client relationship.
Smart linking
Add a client once. Every proposal, contract, and invoice you create automatically connects to their profile. Your data organizes itself.
From lead to long-term
Track clients from first proposal to recurring work. See who’s active, who’s pending, and where your revenue actually comes from.