Every client detail, finally in one place
Stop digging through emails and spreadsheets. TallySpark keeps client information, project history, and payment status organized automatically. See everything that matters, right when you need it.
Free 30-day trial · No credit card required
Instant
Client lookup
Complete
Payment history
One-click
New invoice
Client management that doesn't feel like busywork
Complete Profiles
All client details in one organized view
Company info, contacts, invoices, payments, and notes. See the complete picture without opening multiple tabs or searching through emails.
Activity Timeline
Know exactly what happened and when
Automatic timeline tracks every invoice sent, payment received, and email exchanged. Perfect for picking up where you left off.
Payment Insights
See who pays on time and who needs a nudge
Visual payment tracking shows outstanding balances, payment history, and total revenue at a glance. Identify your best clients instantly.
Quick Actions
Create invoices and send emails without leaving the page
Everything you need is one click away. New invoice, send email, view reports, add notes. Work faster without hunting for buttons.
More Features
Everything you need to manage client relationships professionally
Unlimited Client Contacts
Store as many client contacts as you need. Every contact links to their company profile automatically.
Invoice History
See all invoices for a client in one place. Filter by status, date, or amount. Export to PDF or CSV.
Communication History
Every email sent through TallySpark is logged automatically. Never lose track of client conversations.
Payment Tracking
See total revenue, outstanding balance, and payment trends for each client. Identify late payers early.
Custom Fields
Add custom metadata to client profiles for notes, preferences, or project details. Fully searchable and exportable.
Private Notes
Add internal notes about client preferences, project details, or payment terms. Fully searchable.
Custom Branding Per Client
Set different invoice templates, payment terms, or tax rates for specific clients. Automatically applied.
Client-Level Reports
Revenue by client, payment trends, outstanding balances. Export data for year-end accounting.
Advanced Search & Filters
Find clients instantly by name, email, outstanding balance, or invoice history. Advanced search across all client data.
Know exactly where every client stands
Ready in under 2 minutes · No credit card required
Build relationships, not spreadsheets
Built for freelancers and small businesses who want to stay organized without complexity.
Never Lose Track of Client History
Stop digging through email threads or old spreadsheets. Every interaction, payment, and invoice is logged automatically. Pick up exactly where you left off, even months later.
Look Professional, Even When Busy
Quick access to client details means you always sound prepared on calls. Client payment status, project history, and notes are right there when you need them.
Create Invoices in Seconds
Client details auto-fill when creating invoices. No retyping addresses or payment terms. One click and you're ready to send.
Questions about client management?
Here's what freelancers usually ask about organizing their clients.
TallySpark offers a 30-day free trial with full access to all features. No credit card required to start. You'll only be asked for payment details if you choose to continue after the trial ends.
Yes. TallySpark is built and hosted in the EU with full GDPR compliance. Your data is stored in European data centers, you can export or delete your data anytime, and we never sell personal information to third parties.
Absolutely. Cancel with one click in your account settings, no questions asked. Your subscription remains active until the end of your billing period, and you can export all your data before leaving.
We accept all major credit and debit cards (Visa, Mastercard, Amex), as well as SEPA Direct Debit for EU customers. Annual plans also support bank transfers. All payments are processed securely through Stripe.
Use the CSV import tool in Settings > Import Data. Map columns to TallySpark fields (name, email, address, VAT number). Import hundreds of clients in minutes. We provide a template to format your data correctly.
Yes. Each client can have unlimited contacts with different roles (billing, project, accounts payable). Send invoices to the billing contact while copying project managers on quote approvals.
Edit any client and set their default payment terms (Net 15, Net 30, Due on Receipt, etc.). These terms auto-apply to new invoices for that client. Override on individual invoices when needed.
Yes. The client detail page shows their complete history: invoices, quotes, payments, and notes. Filter by status (paid, overdue, draft) and export their statement for reconciliation.
TallySpark validates VAT numbers against the EU VIES database. Valid numbers enable automatic reverse charge application for intra-EU B2B invoices. Invalid numbers are flagged so you can request corrections.
Yes. Paid plans include a client portal where clients view all their invoices, download PDFs, and make payments. White-label the portal with your branding on Pro plans for a seamless experience.
Explore More Features
Everything you need to run your business
Invoicing
Create professional invoices in seconds. Get paid faster with automated reminders.
Estimates & Quotes
Create accurate estimates and quotes quickly. Convert approved estimates to invoices.
Online Payments
Accept credit cards, ACH, and digital payments. Get paid faster with integrated processing.
Products & Services
Build your product catalog with custom pricing, descriptions, and categories. Add items to invoices and quotes instantly.
Contact Management
Store unlimited contacts per client with roles, emails, and preferences. Send invoices to the right person every time.
Time Tracking Coming Soon
Track billable hours accurately and convert them into invoices instantly.
Expense Tracking
Track expenses, scan receipts, and categorize spending. Simplify expense management.
Accounting
Complete accounting solution for small businesses. Track income, expenses, and reports.
Financial Reports
Get insights into your business performance with real-time reports and analytics.
Your organized client database is two minutes away
Set up your account, import your clients, and see everything in one place. All before your coffee gets cold.
Start Organizing Clients