A client list that knows who's worth keeping.
Every client has one record for the relationship, the work and the money. Keep contacts, proposals, contracts, projects, invoices, tracked time and payment history together, then see what that client actually earns you.
Each client also gets a passwordless portal to pay invoices, sign documents and approve work.
You know your clients. You don't know your clients' numbers.
You know which clients are easy to work with. What is harder to see is who pays late, who takes more time than expected and which relationships actually make money.
Worklyn connects the hours, invoices, expenses and payments to the client they came from, so you can see the answer without rebuilding it in a spreadsheet.
Everything about the client, in one place.
Contacts, billing details, notes and to-dos, with every proposal, contract, project, invoice and tracked hour attached as the work happens.
Keep leads, prospects, active clients and past clients on one board, so follow-ups do not disappear into your inbox.
See revenue, margin, effective hourly rate and payment behaviour for each client, updated as you work.
Give each client one passwordless place to pay invoices, sign documents, approve work, exchange files and message you. Paid plans can use your own branding.
Follow one client from lead to profit.
The client record grows with the relationship. New work, invoices, payments and tracked time stay attached to the same place.
Referred by a past client. Wants a quote for a Q4 rebrand.
The same record carries the relationship, the work and the money.
Know what each client is actually worth to the business.
Worklyn combines invoiced revenue, tracked time, direct costs and payment behaviour to show the financial side of each client relationship.
See what the client actually pays per hour once the time spent on their work is counted.
Compare revenue with the time and direct costs required to serve the client.
See how quickly each client usually pays and how much is still outstanding.
Keep the relationships that work. Renegotiate the ones that do not.
Give clients one place to get things done.
One passwordless link shows each client what needs their attention. They can pay invoices, sign contracts, approve proposals and deliverables, exchange files and message you without creating another account.
You invite each client by email. The link needs no account and no password, access can be scoped to a single project instead of the whole relationship, and you can revoke it at any time.
Pay invoices, sign contracts and approve proposals or deliverables from the same link.
Exchange files, send messages and report issues without moving the conversation into another tool.
Exchange client credentials through the encrypted vault instead of email or chat.
Give a contact access to the whole client relationship or scope them to a single project, then revoke it whenever you need.
Booking links, retainer usage and multilingual portal interfaces are built in too.
Clients never see your board, your internal notes, your costs, your margins, draft documents or anything belonging to another client.
The client portal is available on Pro and above. Your logo, business name and accent color carry into the portal, document views and client emails.
The client record does not stop at the CRM.
Projects, contracts, invoices, payments and tracked time all use the same client record. When something changes in one place, the rest of Worklyn already has the context.
Clients questions, answered.
Worklyn covers the CRM features independent businesses usually need: client records, pipeline stages, notes and follow-ups. It also connects those records to projects, invoices, tracked time, payments and profitability. It is not designed as an enterprise sales CRM.
Worklyn compares invoiced revenue with tracked time and direct project costs to show margin and effective hourly rate for each client.
No. Clients only see the documents, invoices, files and actions shared with them. They never see your internal notes, margins, costs or information about other clients.
No. Clients open their portal with a secure magic link sent to their email, there's no password to set up and nothing for them to remember. It stays a place they'll actually use, not another login they abandon.
Yes, on paid plans. Your logo, business name and accent color carry across the portal, the document pages and the emails your clients receive. A small Worklyn mark stays in the portal on every plan.
Yes. You can import existing client data from supported platforms and CSV exports, including Upwork, Fiverr, Bonsai, HoneyBook, Dubsado and Midday. Worklyn maps the records into your client workspace so you can continue from there.
Keep the clients who fund the business.
Import your client list, keep the work connected and start seeing the numbers behind each relationship.