Every client has one record with their contacts, projects, notes, invoices, proposals and bookings. Open it and the whole story is there.
Your studio
Maya and Daniel
Wedding photography
Active
Invoice 0042 sent, due Nov 6
Proposal signed on Oct 7
Prefers a call in the morning
The client CRM is the list of everyone you work with. Each client has one record with their contacts, billing details, notes and projects.
Open a record and the full history is there: invoices, proposals, bookings and files in the order they happened. Search the list in seconds or filter it by leads and active clients.
Every other feature in Alkovey reads from it, so a client you add once is ready for a proposal, an invoice, a booking or a portal link.
Search the list or open a client.
Type a name or open a row to see the invoices, proposals and notes that belong to it.
Profiles with contact and billing details
A timeline of every invoice, proposal and booking
Status for leads, active and past clients
Clients
5 clients
Maya and Daniel
Wedding photography, June 2027
Active
Invoice 0042 sent, $4,250.00 due Nov 6
Proposal signed on Oct 7
Note: prefers a call in the morning
Coffee roaster
Brand identity project
Active
Invoice 0041 paid, $7,517.50
Brand guidelines delivered
Note: launch is planned for spring
Yoga studio
Brand film, two shoot days
Active
Invoice 0040 viewed, $5,210.00
Shoot days booked for Nov 12 and 13
Note: needs vertical cuts for social
Record label
Album artwork enquiry
Lead
Proposal sent three days ago
Enquiry came from the website
Note: follow up on Friday
Architecture firm
Website care plan
Active
Recurring invoice, $450.00 a month
Four retainer hours left this month
Note: site review every quarter
Profiles
Contacts, billing details, location and notes for every company and person you work with.
Projects
Group the work for each client and follow it to the end.
One timeline
Invoices, proposals, bookings and files in the order they happened.
Leads and clients
Mark each record as a lead, active or inactive.
Search
Find anyone in seconds.
Filters
Narrow the list to leads or active clients.
Portal link
One click to copy a client's private portal link.
Ready for every feature
Proposals, invoices and bookings all start from the client record.
Password vault
Client logins kept beside the client they belong to, for owners only.
Smart Import
Bring your existing client list in, with a review before anything is created.
Something else on your mind? Email hello@alkovey.com and we will reply within one business day.
Contact usIt is the place where every client lives: who they are, what you have done together, what they owe and what comes next. In Alkovey it is connected to your invoices, proposals and bookings.
Yes. Smart Import prepares your client data with AI help and shows it to you for review before anything is created.
Yes. Mark a record as a lead, active or inactive and filter the list by status.
In the password vault on the client record, visible to workspace owners only.
Yes. Every feature is included in Solo and in Team, and both are free for the first 14 days. No credit card is needed to start.
Solo is $15 a month. Team is $25 a month for up to five accounts. Every feature is included in both.