Client management for professional services firms
See contacts, status, projects, and invoices in one record. Scopra keeps client data dependable, so you can act with confidence.
Every client, filtered and reliable
Scan your client base in a list that shows status, value, work in flight, and who owns each relationship. No spreadsheets needed.
Fast scan
- Client name and status so you spot active vs. at-risk accounts
- Date added to see relationship history
- Projects and invoices tied to each client
Reliable ownership
- Account manager and delivery lead in plain sight
- Compliance details (VAT, company no.) alongside the record
- No stray spreadsheets or lost folders
Details that stay accurate and audit-ready
Scopra keeps every client detail, from compliance fields to contacts, in one tracked record.
- Statuses for Active, Inactive, or Archived clients
- Audit of when details were added or updated
- Contacts, addresses, and history in one place
- Change log so you always know who edited what
Client work, billing, and owners in one pane
Scopra pulls project and invoice signals into every client record, so nobody has to switch context to find them.
Projects overview
See every project linked to a client with budget, burn, and owners.
Invoices overview
Track sent, due, and overdue invoices without leaving the client record.
Keep every client record dependable
Connect clients, projects, and invoices in one workspace. Add your first client in minutes.