Pay less, invoice more: 40% off all plans for your first 6-12 months See pricing

Stop searching through emails for that one phone number.

Every client detail, invoice history, and contact preference in one organized hub. Branded emails, multiple contacts per client, and a complete relationship timeline — so nothing falls through the cracks.

Free 30-day trial · No credit card required

Unlimited

Client profiles

Multiple

Contacts per client

Full

Relationship history

Client management that works the way you do

Client profile showing contact details, invoice history, and relationship timeline

Clients

Complete client profiles

Company details, billing info, payment preferences, and custom fields — everything about each client in one place.

Multiple contacts linked to a single client with roles and preferences

Contacts

Multiple contacts per client

Store the billing contact, the project manager, and the CEO. Send invoices to the right person every time.

Branded email signature and template with company logo and colors

Branding

Branded email communications

Every email features your logo, colors, and signature. Look professional in every touchpoint.

Client activity timeline showing invoices, payments, and communications

History

Complete relationship timeline

Invoices, payments, quotes, and communications — the full story of every client relationship.

How It Works

Everything about every client, in one place

Client Profiles

Comprehensive profiles with company details, billing info, and custom fields.

Contact Management

Multiple contacts per client with roles, emails, and communication preferences.

Email Templates

Customizable templates for invoices, reminders, and receipts with your branding.

Brand Identity

Your logo, colors, and email signature on every communication. Professional from day one.

Smart Search

Find any client or contact instantly by name, email, company, or custom field.

Activity Timeline

See the complete history of invoices, payments, and communications per client.

Notes & Documents

Add notes to any client. Keep important details visible for your entire team.

Tags & Categories

Organize clients with tags. Filter and group for reporting and bulk operations.

Multi-Currency

Set preferred currency per client. Invoices generate in their currency automatically.

Organize your client relationships today

Ready in under 2 minutes · No credit card required

What changes when clients are organized

No more lost details. No more scattered communications. Just professional relationships.

Never Lose a Client Detail

Every phone number, email, and preference stored in one searchable place. No more digging through inboxes.

Stronger Client Relationships

Full history means you always know where things stand. No awkward "remind me what we discussed" moments.

Professional Communication

Branded emails and consistent messaging make your one-person operation look like a polished firm.

GDPR-Compliant Data

Client data is encrypted, isolated by organization, and compliant with EU data protection requirements.

Your Data, Protected
GDPR Compliant
No Credit Card Required

Questions about client management?

Here's what business owners usually ask.

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.

Every client deserves your full attention

Start organizing your client relationships with complete profiles, history, and branded communication.

Get Started Free
Client Profiles
Contact Management
Branded Emails
Full History