Client management with the money attached
A CRM that knows what each client owes, not just their phone number. Built for service companies and agencies of 5 to 50 people that live or die by their client relationships.
5
views on every client record
4
attention flags raised automatically
50+
currencies in client financials
1
place for every project, invoice, and note
Capabilities
Every client, in one honest record
Belvak keeps the relationship and the real numbers together, so a client record shows what they owe and what is due, not just how to reach them.
The complete client record
One record per client with five views: overview, financials, follow-ups, activity, and related work. Every project, proposal, invoice, and maintenance contract is linked to the client it belongs to.
Financials per client
See invoiced against collected with a per-currency breakdown, outstanding balances, and collection progress. Financial figures stay hidden from roles without permission to see them.
Follow-ups built in
Lightweight to-dos per client with due dates, priorities, and assignees. One cross-client view lists every pending follow-up across all clients, so nothing slips.
Flags before problems
Clients are marked engaged or idle automatically, and Belvak raises a flag when cash is stuck, a follow-up is due, an active client goes quiet, or a client is new.
A closer look
Inside a Belvak client record
Open any client and the money and the relationship are both right there, on their own tabs.
Financials
What every client owes, at a glance
Open the financial view and see invoiced, collected, and outstanding across every engagement, broken down per currency for international clients.
- Collection bars per project and per contract
- Outstanding balances with overdue amounts visible
- Multi-currency totals converted honestly
Activity
The whole relationship on a timeline
System events and logged interactions, calls, emails, and meetings, merge into one feed, so anyone on the team can pick up the thread.
- Every invoice, payment, and project change on record
- Log calls, emails, and meetings in seconds
- Follow-ups with due dates sit next to the history
How it works
From new client to the next call
01
Add the client
Enter the company, its contacts, and who referred them. The record is ready before any work begins.
02
Attach the work
Proposals, projects, invoices, and contracts link themselves to the client as you create them.
03
Track money and conversations
Balances update from payments, while logged interactions and follow-ups keep the story current.
04
Act on the flags
Idle clients, stuck cash, and due follow-ups surface on their own, so you know who to call next.
FAQ
Common questions about client management in Belvak
Is Belvak a CRM?
Belvak is a client-centered operations platform: it keeps relationship history alongside real financials. It is not a sales-pipeline-only CRM, so the focus is on serving and billing clients, not just tracking deals.
Can I track who referred each client?
Yes. Every client records its referral source, and referral commissions can be tracked and paid, so you always know where the work came from.
Who can see client financials?
Access is controlled by role-based permissions. You can hide invoices, balances, and amounts from roles that should not see them while still giving them the rest of the client record.
How do follow-ups work?
Follow-ups are per-client to-dos with due dates, priorities, and assignees. A cross-client view lists everything pending in one place, so nothing waiting on you gets lost.
What are attention flags?
Belvak raises automatic markers when cash is stuck, a follow-up is due, an active client has gone quiet, or a client is new. Each client is also marked engaged or idle so you can see activity at a glance.
Does it handle clients in multiple currencies?
Yes. Client financials show a per-currency breakdown, and totals are converted to your default currency so international clients still add up cleanly.
Keep exploring
Connected to everything else in Belvak
The client record sits at the center: proposals, projects, invoices, and contracts all attach to the client they belong to.
Know every client, and every balance
Belvak keeps the relationship and the money in the same record, so nothing gets forgotten.