Join hundreds of teams automating their success stories.
No credit card required. 14-day free trial included.
Centralize client records, contacts, billing details, and activity so every project, order, and invoice stays connected to the right account.
Client & Account Management in Workslayr provides a complete operational view of every client relationship. Instead of scattered contact records, each client becomes a centralized account that connects people, projects, locations, billing rules, and transactional history, giving teams consistent visibility across all work.
Every client profile stores the information required to operate efficiently, including company and individual details, multiple contacts with controlled access, billing terms and payment methods, credit limits, discounts, tax settings, exemption certificates, notes, documents, and custom fields. This ensures client information is accurate, accessible, and not duplicated across systems.
Workslayr supports clients with multiple locations, allowing each location to maintain its own tax configuration, billing preferences, and shipping details. Multiple contacts can be assigned to a single client, with role-based permissions determining what each contact can view or manage.
Client accounts are directly connected to operational and transactional activity across the platform. Projects, contracts, orders, packing slips, invoices, payments, credits, refunds, estimates, and proposals all reference the client record, eliminating manual data re-entry and keeping operational and financial workflows aligned.
Access to client data is governed by granular role-based permissions. Administrators control who can view, edit, or manage client information, ensuring sensitive data remains protected while teams have the access they need to work efficiently.
Client records are designed to support long-term relationships. Activity history, documents, notes, and transactional data remain attached to the client account over time, providing full historical visibility across engagements and repeat work.
Teams use this solution to reduce miscommunication, keep billing and tax data accurate, support complex client structures, and maintain a complete operational history for every client relationship.
Client & Account Management integrates with Project & Task Management, Time Tracking & Invoicing, Orders & Fulfillment, and Dashboards & Reporting, allowing teams to manage clients as part of a fully connected operational system.
Workslayr is an operational management platform. It centralizes projects, people, time, clients, and transactional workflows into one system so teams can execute work and track activity without relying on disconnected tools.
Workslayr is built for teams that manage real work — agencies, service businesses, operations teams, and organizations coordinating employees, contractors, projects, and clients.
Access is controlled through granular role-based permissions. Admins can define exactly what each role can see or manage across the platform, ensuring clear accountability and data control.
Access is controlled through granular role-based permissions. Admins can define exactly what each role can see or manage across the platform, ensuring clear accountability and data control.
Workslayr is structured around projects, people, and transactions. Data is intentionally centralized and relational, meaning work, time, clients, and financial records reference each other instead of existing as isolated entries.
Workslayr scales through modular features, role controls, and plan tiers. Teams can start small and expand usage, users, and capabilities as operational needs grow.