Maintain client data once, reuse it across the whole job
Client management is only useful if it’s tied to the job. Sumaro keeps contact details, projects, estimates, invoices and payments in one place: one client, one record – and every old invoice keeps the address that applied at the time.
One client record for the whole job
Name, address, email and payment details are maintained in one place. Estimates and invoices take the current version, while sent documents keep their historical content.
That way it stays clear which address was on an old invoice and which contact details apply today.
- Link clients and projects
- Maintain contact details once
- Open documents from the client view
- Keep historical documents unchanged
Projects as the link between work and invoice
A project bundles services, attachments, estimates and invoices. For consulting, development, design and ongoing support, that’s more useful than a plain list of documents.
The project status doesn’t replace a project management suite, but it shows which business step comes next.
Kept separate per workspace, and exportable
Each workspace sees only its own clients and documents. Number sequences, settings and files are kept separate as well.
When data goes to your tax advisor or a client, you can export it from the right context instead of accidentally including records from another workspace.
A simple start without CRM overhead
Sumaro is built for individuals and small teams who want to keep invoicing and admin work together. For complex sales pipelines, campaigns and marketing automation, a specialized CRM is the better complement.
A client record that grows with the job
At first contact, a name and email are often enough. Before an estimate, you add the address, billing address, payment terms and, where needed, references. This information then sits on the client and is carried over into each case. That way you don’t have to open an old PDF for every invoice to copy an address.
If an address changes, the current client record is updated. Documents already sent keep their historical version. This separation between the current master record and the archived document prevents a later change from altering old invoices unnoticed.
- Keep current master data and historical documents separate
- Check the billing address before finalizing
- Limit client notes to their business purpose
Client management without unnecessary CRM overhead
Sumaro is meant for the commercial side of the client relationship. You see projects, estimates, invoices, payments and open receivables in the right context. Marketing campaigns, complex lead pipelines or support tickets are not part of the core. This boundary keeps the interface calm and makes the benefit easy to understand for individuals.
If a client has several projects, each project stays separate with its documents. A shared client record still prevents duplicate addresses and makes searching easier. Before an export, you pick the specific case, so that documents from another project aren’t included by mistake.
Data separated by workspace and secure handovers
Each workspace has its own clients, number sequences, settings and files. A user only sees the workspaces they are assigned to. The database enforces this boundary in addition to the application, so that a faulty URL or an incomplete filter doesn’t lead to someone else’s records.
For your tax advisor or a client, you export precisely the period and case needed. Check the selection before sending and keep proof of the export. That way client management stays a working tool and doesn’t become an uncontrolled data store.
Test the feature exactly where you have rework today.
Set up your typical process in Sumaro and check what you no longer have to copy over twice. Free for 30 days, no contract.