Client Management Overview

The Spera Platform lets you organize your clients and give them access to your projects. Share messages, send invoices, and let them pay you all from inside the platform. Your clients’ view depends on you. Pick and choose what you’d like them to see.

Keep track of all your clients from one location.
Add your main points of contact if you’re working for a bigger company and give them the option to login to your platform to collaborate, get work done, and get paid.
Get a quick look at the projects you have for each client and the progress that has been made.
View and manage your invoices for each client from one location
Add details to your clients to keep them organized, and serve you in invoicing and collecting payment.

Feature Highlights

Client Portal

Invite your client to the team. Give them limited access to view projects, invoices, messaging and more.

Invoice Payment

Receive instant payment when your client has access to your platform. Clients can view and pay invoices with the click of a button.

Messaging

Chat directly with your clients. Send them general messages, or project and task specific messages inside the platform.

Client Dashboard

Keep track of it all. View your clients, contacts, and their associated projects and invoices all from one location.

Tickets

If your work requires, give clients access to tickets. Keep track of any outstanding issues and provide transparency.

Free Transfers

When your client has a Spera account, they can pay you without any fees. Give them access and get paid with a Spera Transfer.

“Offering multiple payment options to my clients has made it easier on them and has helped me expand my business.”

Todd P./ Web Designer

“I want my clients to feel connected to me and the work I do for them. A personal touch makes all the difference.”

Skyler W. / Consultant

Schedule Your Demo

We invite you to a one-on-one demo with a Spera platform expert. During the demo you will see how easy it really is to run your independent business. You tell us how you work and we’ll cater the demo to your needs. Signup below to get started.
Schedule Now

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