A client card shows their invoices, documents, VAT details and notes — not a heavyweight CRM, just what you actually need.
OPSKAP OS keeps client management honest: a client is a company or an individual, with registration and VAT numbers, contacts and address. Every invoice you issue and every contract you store is linked to them, so the full picture is one click away.
For agencies billing across brands, clients are scoped per company — Client A of your studio never mixes with Client B of your consultancy, yet you see both from one dashboard.
B2B and B2C clients with the right fields for each — VAT numbers for firms, simple contacts for people.
Open a client and see everything you ever billed them — paid, outstanding, overdue.
Contracts, NDAs and IDs attached to the client they belong to.
Fast search by name or email; notes for the things you must not forget.
How it works
Company or individual — name, contacts, VAT number if they have one.
Invoices and documents attach themselves to the client card.
Who owes you, what you signed, and what was agreed — in one place.
Common questions
A lightweight one: clients, their money and their paperwork. No pipelines, no lead scoring, no configuration hell.
Clients are scoped per company to keep the books clean — add them to each entity that bills them.
You can add clients in seconds manually; CSV import is on the roadmap.
More on the product page and in the FAQ.