W3builders
Clients

Every client.
Every detail.

A complete record for every client — contacts, active projects, invoice history, WhatsApp conversations, signed documents, and infrastructure — all in one screen.

Full client profileProject historyInvoice timelineWhatsApp conversationsDocument storage
app.w3builders.com
AOP Clients

One screen tells the whole story

Open any client and see their active projects, total billed, amount outstanding, last WhatsApp message, upcoming infrastructure renewals, and signed documents — without clicking through five screens.

360° client viewProject historyBilling summaryInfra renewals
app.w3builders.com
AOP Clients listing

Linked to every other module

The client record is the hub. Every invoice, project, conversation, document, and infrastructure item links back to it. Filter anything in AOP by client — instantly.

Linked invoicesLinked projectsLinked docsLinked infra
app.w3builders.com
AOP Client linkages

Everything included

Client Profile

Company name, contact person, email, phone, GSTIN, billing address, and custom notes all in one record.

Project History

See every project ever done for a client — active, completed, and cancelled — with financials per project.

Invoice Timeline

Full invoice history per client. Outstanding balance, total billed, and payment track record at a glance.

Conversation History

Every WhatsApp message and email thread with the client — searchable and stored against their record.

Client Analytics

Revenue per client over time. Which clients are most valuable, most profitable, and most active.

Renewal Alerts

See upcoming infrastructure renewals for each client directly on their record — no hunting required.

Client Portal

Clients can log in to a branded portal to view their invoices, project status, and documents.

Import from CSV

Bulk-import your existing client list from any CSV. Maps to all standard fields automatically.

Ready to get started?

Start free — no credit card required. Upgrade as your agency grows.