Client Portal Software for Contractors & Small Businesses

Name: Client Portal Software - Invoice Fly
Brand: Invoice Fly
Rating: 4.8 (47000 reviews)

All Your Clients At Your Fingertips

Add & manage your clients, group invoices by client or project, create new estimates, download client's statements, analyze client communications, input business details, and more!

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4.8

(24.837 reviews)

4.9

(9,082 reviews)

Managing your client's details
has never been easier:

Contractors, blue collar pros, freelancers and digital nomads manage their clients directly from our secure & cloud-based mobile app, from anywhere and at anytime.

Manage your clients

Add new client details or manage the existing ones.

Create new invoices

Create new invoices straight from the Client Hub.

Track client’s revenue

Store all the invoices and estimates sent to every client.

Sort your clients

Alphabetically, by balance due, by total paid, or by total invoices.

Download statements

Download monthly, yearly or custom statements

Group your clients in tags

Tag your clients to group them and find them faster.

Available for iOS & Android mobile devices

“Before Invoice Fly, we just were not organized and it was not looking good on the end result. Invoice Fly made us really look like a professional organization and helped bring everything together so the customer could see a professional result.”

Mike Hudson

Florida Cooling Solutions

Your Clients in the Center of Your Business

Secure cloud-based app & easy-to-use dashboard.
Invoices, estimates, expenses & items in one place.
Download yearly & monthy statements for each client.

Try it for yourself

Add New Clients Effortlessly

Import your contacts

Import all your contact list directly from your phone. Invoice Fly will automatically fill the missing details.

Add them manually

Manually add client’s name, company name, ID number, fax, and rating. Add a tag and group clients by projects.

Try it for yourself

What is an Online Client Portal Software?

An Online Client Portal is a secure, web-based platform that allows your businesses to add and modify information, communicate, and collaborate with your clients in a centralized platform. It makes it easy to access important client data like revenue, estimates and invoices, items, number of jobs completed, and more.

Centralized Management

Store all client information—such as contact details, job history, and payment records—in one easily accessible place.

This makes it simple to manage multiple clients and projects efficiently.

Streamlined Invoicing

Our software allows contractors to create and send invoices directly from the client’s profile.

This ensures seamless invoicing, reduces administrative work, and helps keep all client-related financial data organized.

Payment Tracking

Track payment statuses knowing which clients have paid, which invoices are overdue, and when to send payment reminders.

This enhances cash flow and ensures timely payments.

Performance Insights

Invoice Fly provides data on client behavior, payment trends, and project profitability.

Analyze these insights to identify high-value clients, improve project management, and make data-driven decisions that boost business performance.

Our Client Portal Software Makes It Easy For You

Thanks to Invoice Fly’s Client Portal you can quickly add new clients in seconds, import them directly from your phone contacts, centralize all their important details in one place and be secure that the info will be protected and stored on the cloud.

Get notified every time and invoice is issued, opened and paid.

Stop adding clients with pen and paper.
Save +8h every week on admin work.
Customer's information in one easy-to-access place.

Try it for yourself

Leave the admin work to us and focus on closing new deals

At Invoice Fly, we specialize in invoicing solutions designed specifically for your needs.

Let us handle the time-consuming administrative tasks that steal valuable hours from your week—time you could spend on more profitable activities.

With over 12 years of experience in the invoicing industry, we’re experts at simplifying your workflow. Our mission is to free you from the burden of manual paperwork.