Client Management & Billing Inside Your Operations Software
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.