Manage your clients efficiently from one place
ToBill centralises all your client information in a smart address book. Invoice and quote history, custom fields, internal notes, client groups — instantly find everything you need to maintain an impeccable client relationship.
Why choose ToBill for client management
Centralised address book
Bring all your client contacts together in one place: contact details, billing and delivery addresses, UID numbers, multiple contact persons. No more scattered spreadsheets and lost information.
Complete client history
Access the full history of each client in one click: issued invoices, sent quotes, received payments, reminders sent. Keep a clear picture of your business relationship and the revenue generated per client.
Custom fields and notes
Add tailored fields to adapt the client profile to your business (industry, preferred language, special terms). Internal notes let you record important information visible only to your team.
Import, export and advanced search
Import your existing contacts from a CSV or Excel file in just a few clicks. Export your client database at any time. Advanced search with filters lets you find any client instantly.
How to manage your clients with ToBill
Build your client database
Import your existing contacts from a CSV file or enter them manually. ToBill detects duplicates and helps you clean up your address book from the start.
Organise with groups
Classify your clients by group (individuals, companies, industry, region) to segment your sales actions and personalise your communications.
Invoice directly from the client profile
From any client profile, create an invoice or a quote in one click. All contact details are automatically pre-filled, saving you valuable time on every document.
Track activity and status
View each client's status (active, inactive, prospect), total invoiced amount, pending payments and exchange history. Make informed decisions with a complete overview.
See ToBill client management in action
Ready to manage your clients better?
Create your account in 2 minutes and centralise your entire client base in a professional tool. 10-day free trial, no commitment.