Client Book · free, private, no account
Everyone you work with, in one friendly place.
A simple CRM without the CRM. Contact details, what they’ve paid, what’s still open, and the little things worth remembering.
Free download · Works in Chrome and Edge · Nothing is sent to us · Replaces a CRM subscription
Utrecht · 3 invoices
Den Haag · New
Amsterdam · €2,904 paid
What it does
Import your list
Drop in a CSV from Excel or Google Sheets. Column names, even Dutch ones, are matched for you.
Money at a glance
See what each client has paid you and what’s still open.
Per-client terms
Payment terms, hourly rate and invoice language per client. Every tool uses them.
Full history
Every invoice and quote for a client, one click away.
Find anyone fast
Search by name, email or city, or press ⌘K anywhere.
Your data, your way
Export to a spreadsheet whenever you like.
Three steps, then you’re done
Add or import
Type a client in, or import the list you already have.
Set their terms
Payment days, rate and language, once.
Work with them
Start invoices, quotes, documents and timers from their card.
What to keep for each client
Client Book puts all of this in place for you.
- Company name and contact person
- Email and phone
- Billing address and VAT number
- Payment terms you agreed
- Your rate for them
- Notes: how they found you, what they like
Works even better with
All thirteen tools share your clients, your logo and your folder.
Olaf, our AI expert for marketing and projects, looks at your business, plans what comes next and checks in every week to do the work with you.
Questions
Is there a limit on clients?
No. Add as many as you like.
Can my team share the client list?
Put your business folder in Google Drive, Dropbox or OneDrive and everyone with access sees the same list.
Can I import from another CRM?
Export a CSV from it and import it here. Columns are matched automatically and you can fix any that are off.
Client Book, free.
See it all in the demo with a pretend business, or download the whole toolbox.