Every client's projects, hours, budgets, and invoices in one workspace, plus a portal that answers "how's it going?" before the client has to ask.
No credit card required. Free forever plan available
Client management is mostly delivery management: the work you promised, the hours it takes, and what it costs. Worklenz keeps all three attached to the client, so account reviews take minutes instead of a day of forensics.
Group projects under the client they belong to. Hours, budgets, files, and invoices attach to the same account, so when a client calls, anyone on your team can see the full picture in seconds.
The client portal shows each customer their projects' live status: what shipped, what is in progress, what is next. Internal discussions and other clients' work stay invisible. Fewer status calls, calmer clients.
Agencies
Projects delivered
Billable hours captured
See what our customers have to say about their experience with Worklenz.
We are working with Trello until we have discovered Worklenz. The boards is better than Trello bzz you can view % of tasks completed and also the roadmap is more attractive than others. We are waiting the new features that make possible importer boards and projects from other platforms to migrate and centralize all project's information in one site.
Product Manager (EdTech) and Agile Coach at The Bridge
Amaizing product which is very simple and easy to use. Worklenz has revolutionized our workflow. With its user-friendly interface and powerful features, task management is a breeze. Time tracking, insightful analytics, and seamless integrations make it a must-have for any team serious about productivity. Highly recommended!
Founder & Leadership at Loons Lab
This is an excellent product. We practically experienced how productivity can increase after fully integrating this with our daily task schedule
Senior Lecturer at Sabaragamuwa University, Sri Lanka
We are working with Trello until we have discovered Worklenz. The boards is better than Trello bzz you can view % of tasks completed and also the roadmap is more attractive than others. We are waiting the new features that make possible importer boards and projects from other platforms to migrate and centralize all project's information in one site.
Product Manager (EdTech) and Agile Coach at The Bridge
Amaizing product which is very simple and easy to use. Worklenz has revolutionized our workflow. With its user-friendly interface and powerful features, task management is a breeze. Time tracking, insightful analytics, and seamless integrations make it a must-have for any team serious about productivity. Highly recommended!
Founder & Leadership at Loons Lab
This is an excellent product. We practically experienced how productivity can increase after fully integrating this with our daily task schedule
Senior Lecturer at Sabaragamuwa University, Sri Lanka
Client management tools usually track conversations. Worklenz tracks the delivery those conversations are about.
Every tracked hour lands on a client's project. Month-end reporting per account is a filter, not a project of its own.
Compare what each account brings in against the hours it consumes. The needy small client and the quiet profitable one become easy to tell apart.
See how your team's time splits across clients. Rebalance before one account swallows the whole studio.
Delivery status, hours, and budget per client in one report you can walk into a review meeting with.
Plan who works on which account next week, next month, next quarter.
Bill clients from tracked time and project data, then track payment status.
Client briefs, contracts, and deliverables attached to the account's projects.
Onboard every new client with the same proven project structure.
Show clients where their project stands in language they understand.
A daily summary of movement across all client accounts.
Client management software keeps every client relationship organised: who the client is, what you are delivering for them, what it costs, and what has been billed. It overlaps with CRM but points in a different direction. CRM optimises for winning new customers; client management software optimises for keeping the ones you have by delivering their work well.
Popular tools in this space, HoneyBook ($39 per month after its 2026 price increase) and Bonsai ($15 per user per month), grew from the freelancer market. They are strong on proposals, contracts, and payments, and thin on delivery: once the contract is signed, managing the actual project happens somewhere else.
Worklenz approaches the problem from the delivery side. Projects, hours, budgets, and invoices are organised per client, and a client portal handles the communication layer. The contract gets signed elsewhere; everything after that lives in one system.
If your bottleneck is finding and closing new business, you need a CRM: pipeline stages, deal values, follow-up sequences. If your bottleneck is delivering for existing clients without dropping balls, you need client management software built around projects and hours.
Service businesses usually need the second more than they think. Losing an existing client to poor communication costs more than most lost deals, and the fix is structural: give clients visibility, keep promises trackable, and know each account's economics. Worklenz's CRM module is on the roadmap; today it pairs cleanly with whatever CRM handles your pipeline.
The client portal is the feature that changes daily life. Clients log in and see live progress on their projects, which removes the Friday status-email ritual and the anxious mid-week check-in calls. Because the portal reads from the same data your team works in, it is never out of date and no one maintains it.
For teams handling sensitive client data, Worklenz is open source under AGPL-3.0 and self-hostable with Docker, so the whole system, portal included, can run on infrastructure you control. The free cloud plan supports unlimited users, so account managers, producers, and finance can all work from the same record at no cost.
How Worklenz compares to the client management tools built for solo operators.
| Worklenz | HoneyBook / Bonsai | |
|---|---|---|
| Pricing | Free plan, unlimited users | $15-$39+/mo, per user or per business |
| Project delivery (boards, timelines) | Full project management built in | Basic task lists |
| Time tracking | Built in, billable/non-billable | Basic or absent |
| Budgets & profitability per client | Built in | Not a focus |
| Client portal | Included, unlimited clients | Included |
| Proposals & e-signatures | Not included | Core strength |
| Open source / self-host | AGPL-3.0, Docker | Proprietary cloud |
Competitor pricing from published pages, mid-2026.
Common questions about managing clients in Worklenz
No, and that is deliberate. Worklenz manages existing client relationships through delivery: projects, hours, budgets, invoices, and a client portal. A CRM module is on the roadmap. For sales pipeline today, teams pair Worklenz with a dedicated CRM.
You invite a client to their portal, and they see live status for their projects: tasks, milestones, and progress. They cannot see internal comments, team workload, or any other client's data. There are no per-client fees for portal access.
Yes. Billable hours and costs accumulate against each client's projects, so per-account reports show revenue against the time actually spent. Retainers that quietly consume double their budget become visible in one chart.
No. Worklenz picks up after the contract is signed: delivery, time, budgets, billing, and client communication. Tools like HoneyBook and Bonsai remain better for proposal and e-signature workflows.
There is no client limit. The free cloud plan caps active projects at 3, which suits a small client roster; paid plans (from $9.99/user/month, or $69/month flat for 15 users) remove the cap. Self-hosted Community is free with no project cap.
Yes. Worklenz is open source under AGPL-3.0 and self-hosts with Docker, including the client portal. Useful when NDAs or data-protection rules make third-party clouds complicated.
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