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Client Management & Billing Inside Your Operations Software

Zaffre Tech · May 29, 2026

Onboard clients, store agreements, track payments and raise invoices — connected to the rest of your operations instead of a separate CRM and accounting tool.

Stop juggling a CRM and an accounting app

Client onboarding, payments and invoices usually live in separate tools. Bringing them into your operations software removes the gaps.

Secure onboarding

Onboard a client with an Accept/Review consent email and an attached agreement. Accept grants a secure login; Review captures objections that surface in the HRM.

Payments and invoices

Track client payment records, generate invoices, record card or manual payments, and correct or re-issue invoices — all in one place, kept separate from your subscription billing.

Owner benefit

Clients, payments and invoices handled where the work happens — fewer tools, cleaner records.

See it on your data

Zaffre HRM brings HR and operations into one platform. Book a demo or explore all features.