Clients
Client management software for freelancers—one place for every client relationship.
Add clients, tag them, open their projects, and share a portal—without bouncing between a CRM spreadsheet, your inbox, and five bookmarks.
Jordan Lee
River Studio
Sam Patel
Northwind Cafe
Your full client list, always up to date
Stop relying on memory or old spreadsheets to track who you work with. Every client is in one place with their contact info, tags, and status—so you never hunt for the basics again.
Add a new client in under a minute
Name, email, company, phone, and tags. That is all it takes. Once you save them, they are ready to receive an invoice, a project, or a portal—no extra setup required.
First name
Last name
Email · required
Company
Phone
Tags
Saving creates a client record and a dedicated portal for them.
Portal · River Studio
Modules
Client opens their inbox—no new password to invent.
Every client gets their own private portal
You control what they see—files, invoices, messages, tasks. They log in and find everything in one spot. No more forwarding attachments or answering the same questions over email.
Know exactly where every client stands
See active projects, past work, and open invoices for each client without jumping between apps. When a client asks for an update, you have the answer in seconds.
Projects for Jordan Lee · River Studio
Tasks · files · messages · invoices
Built for solo freelancers and lean teams
Most freelancers manage clients through a mix of spreadsheets, email threads, and saved contacts. It works until it does not. Jolix keeps everything in one place so you can focus on the work, not finding information.
No more lost contacts
Every client you work with lives in one organized list. Contact info, tags, and status are always where you left them.
Tag and filter by anything
Label clients by project type, priority, or industry. Filter the list in seconds so the right client shows up when you need them.
Look like a pro to every client
Give each client their own branded portal. They get a clean, professional experience—not a pile of email attachments.
Client management for freelancers, answered
Straight answers if you are comparing tools.
Clients
Run relationships where you already work.
Portals, projects, invoices, and more in one system—pick a plan that fits how you work with clients today.
Get started with JolixFree
Test-drive the full system. No card needed.
Get the full Jolix workspace with 1 active client. Real tools—not a neutered demo.
- 1 active client
- Unlimited proposals, contracts, and invoices
- 2 live forms
- Scheduler + time tracking
- Client Portal (with Jolix branding)
- Basic AI (in-app help + tours + simple writing)
- Basic analytics (core revenue + activity)
- 1 automation
- 1 GB file storage
- Tax tools (basic)
Pro
For freelancers ready for more clients and less admin.
Up to 5 clients, advanced AI, full analytics, and automations that save you hours every week.
- Everything in Free
- Up to 5 active clients
- 10 live forms
- 5 automations
- 10 GB file storage
- QuickBooks integration
- Jolix Advanced AI (business context, daily suggestions, in-app actions)
- Full analytics dashboard (revenue + performance)
- Tax tools (pro)
Premium
Your brand. Your clients. Your rules. Unlimited everything.
Unlimited clients, white-label portals, AI proposal generator, and priority support—plus everything in Pro.
- Everything in Pro
- Unlimited clients & projects
- Unlimited forms
- Unlimited automations
- 100 GB file storage
- White-label Client Portal + custom domain
- Remove "powered by Jolix" branding
- AI proposal generator — full proposals from a brief
- AI form generator — intake & lead forms from a description
- Advanced analytics + brand performance insights
- Tax tools (premium)
- Priority support
- Up to 5 team members
No contracts. Cancel or downgrade any time. Your clients and data always stay with you.