Manage leads, contracts and invoices

Keep leads, contracts, invoices and expenses in the same app as your client work, and see how much each client earns you.

A hand signing a printed contract with a pen

What Clients & finance does

Lead pipeline

Track leads through your sales pipeline and turn a won lead into a client in one step. Their contacts come with them.

Contract reminders

Store signed contracts securely and get a reminder before each one is due for renewal.

A phone, calculator and receipts on a desk, seen from above

Invoicing

Invoice numbers run in order with no gaps. Sent invoices can’t be edited, and a payment can never be recorded for more than is owed.

Profit by client

See income, expenses and profit for each client and for your whole business.

A small plant growing out of a pile of coins

Try Ogasocial for free

The Free plan includes one client. No credit card required. Book a demo and our team will reply by email.