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Prima Arts Media

(case study, 02)

Clientfolk: a CRM and client portal for freelancers and agencies

Industry
Freelancers and agencies
Scope
Design, development and launch
Live site
clientfolk.com(opens in a new tab)
A Clientfolk task list with the task panel open

(01) Overview

One workspace for client work

Clientfolk is a workspace in which freelancers and small agencies manage their client work: clients and projects, live task lists, shared documents, and quotes and invoices. Prima Arts Media designed, built and launched the entire product, from the public website at clientfolk.com to the application behind the sign-in.

(02) The brief

Too many tools, one place for all of it

Client work tends to be spread across too many tools: a task manager, a shared drive, a spreadsheet and separate invoicing software. Clients ask for updates by email, files disappear into long threads and nobody is entirely certain what has been completed. The brief was to bring all of it into one place, with a live view that each client can open, so that everyone sees the same work at the same time.

(03) What we delivered

What we delivered

  • Clients and projects

    Each client has a dedicated page showing its projects, contacts, recent activity, and its quotes and invoices.

  • Live task lists

    Tasks are organised into sections with assignees, due dates, priorities and statuses, and every change appears for everyone immediately, without reloading the page.

  • A portal for each client

    Clients sign in to see only the projects shared with them, where they can comment and update the tasks assigned to them.

  • Documents for every client

    A folder for each client and project, with file previews, drag-and-drop uploads and attachments on tasks and invoices.

  • Quotes and invoices

    A quote converts into an invoice, payments are recorded as they arrive, and every document can be downloaded as a PDF.

  • Controlled access

    Administrators and members, permissions set per client or per project, and the ability to suspend a user or end their sessions at any time.

(Inside the application)

Every screen designed for daily client work

  • The Clientfolk dashboard with open tasks, active clients and recently updated projects
  • A Clientfolk client page with its projects, people with access, recent activity, and quotes and invoices
  • The Clientfolk documents library with a folder for each client and project
  • A Clientfolk invoice with line items, tax and the balance due
  • The Clientfolk invoices list with outstanding, overdue and paid totals
  • The Clientfolk members list with roles, client and project access, and status
  • The Clientfolk inbox with new comments from clients and teammates

(04) The outcome

The outcome

A complete product, from the public website to the application itself, that brings clients, tasks, documents and invoices together in one place and gives every client a live view of their work. The product is live, so you are welcome to explore clientfolk.com yourself.

(on mobile)

  • My tasks across every client project in Clientfolk, on a phone
  • A client page in Clientfolk with active projects and open tasks, on a phone
  • The Clientfolk invoices list with outstanding, overdue and paid totals, on a phone
Visit clientfolk.com(opens in a new tab)Back to all work

(Start a project)

Tell us about your project

Describe your business and what you would like to achieve, and you will receive a considered reply from the engineer who would lead the work within one working day, followed by a written estimate once the details have been discussed.

primaartsmedia@gmail.comMonday to Friday, 9:00 to 17:00 UK time
Discuss your project