Everything about your clients, organized
From the first contact to the final invoice — Waveboard keeps your client relationships structured and accessible.
Client Profiles
Store company name, billing email, and custom icons for each client. Get a complete overview at a glance.
Contact Management
Add multiple contacts per client with name, email, job title, and birthday. Mark primary contacts for quick access.
Linked Projects
Every project is connected to a client. See all active and completed projects from the client detail view.
Invoice History
All invoices for a client are linked automatically. Track payment status and total revenue per client.
Quick Search
Find any client instantly with the global search. Filter by name, contact, or project to find what you need.
Client Insights
See total revenue, active projects, and recent activity for each client. Understand your most valuable relationships.
Contacts that stay connected
Every client can have multiple contacts. Mark primary contacts, store job titles, and keep all communication details organized. When you need to reach someone, everything is right where you need it.
- Multiple contacts per client
- Primary contact designation
- Job title, email, and birthday tracking
- Direct link from any project or invoice