Soseki Features

Client Management Software

Stop losing client details in your inbox. Manage your entire client database, track project history, and provide a professional client portal.

Stop asking clients the same ten questions over email

Build a public onboarding or discovery form with the drag and drop builder, or paste your usual questions into ChatGPT and let it draft the form for you.

AI Form Builder
Generating...
AI-ASSISTED CREATION

Share the link. Clients do not need an account to fill it out.

New Client Intake

Public questionnaire ready to share

soseki.app/form/abc12
SHAREABLE PUBLIC LINKS

Their answers land directly in your workspace.

Explore more features

Client Management FAQs

A freelancer CRM (Customer Relationship Management) is a tool that helps you organize client contact information, track ongoing projects, manage invoices, and store client specific settings all in one centralized database.

Actively maintained, and built by someone who runs client work the same way you do.

Join the community of freelancers and agencies using Soseki.