Know Every Client Inside and Out
A purpose-built CRM for service companies. Track contacts, project history, invoices, documents, and referrals in a unified client profile that keeps your entire team informed.
More Than a Contact List
Belvak goes beyond basic CRM. Every client record is a hub for all related business activity.
Centralized Client Database
Store all your client information in one place. Company details, multiple contact persons with roles, phone numbers, emails, addresses, and branding give you the complete picture at a glance.
Project & Invoice History
View the full relationship history with every client. See all projects delivered, invoices issued, payments received, and outstanding balances without switching between screens.
Document Storage & Notes
Attach contracts, agreements, and any relevant documents directly to client records. Add timestamped notes to capture meeting summaries, decisions, and follow-up items.
Referral Tracking
Track how clients found you. Log referral sources and see which channels bring in the most business. Build a referral network that feeds your pipeline with qualified leads.
Why Service Companies Need a Dedicated CRM
Generic CRMs are built for sales pipelines. Your business is different. You need to track ongoing relationships, project delivery, billing history, and referral sources all from one place.
Belvak connects client records directly to projects, invoices, and payments. No more switching between your CRM and your project management tool to understand a client relationship.
See all projects delivered to a client instantly
Track outstanding invoices and payment history
Store contracts and meeting notes alongside client data
Know which referral sources bring the best clients
Give your whole team context on every relationship
Know Your Clients, Not Just Their Contact Info
Every call, every payment, every project milestone, automatically tracked and scored so you always know where you stand.
See the financial picture at a glance
Open any client and see their complete financial summary: total invoiced, collected, and outstanding amounts, collection progress, invoice breakdown by status, and recent payment history. No reports to pull, no spreadsheets to cross-reference.
Built-in CRM that lives on the client record
The Activity tab turns every client into a CRM record. Follow-up actions, engagement scoring, health indicators, and a merged timeline of system events and logged interactions. Everything your team needs to manage the relationship without opening a separate tool.
"Most PM tools stop at storing contact details. Belvak tells you which clients need your attention today."
Stop guessing who needs attention
The engagement trend compares the last 30 days against the previous period and flags clients who are going quiet. You see the drop before it becomes a problem.
One timeline, zero tab-switching
System events like invoices and payments merge with your logged calls and meetings into a single feed. Open a client, scroll down, get the full picture in seconds.
Health scores that actually mean something
Each client gets a score based on real data: payment collection, active projects, and recency of contact. Not a vanity metric, a signal you can act on.
Follow-ups that stick to the client
Log a 'check in next Tuesday' directly on the client record. Lightweight, visible, and impossible to lose in a separate task manager.
How Client Management Works
Build rich client profiles that grow with every engagement.
Add Client Details
Enter company information, add multiple contact persons with roles like Billing or Technical, and mark a primary contact for quick reference.
Link Projects & Proposals
Associate proposals and projects with the client. Every engagement is tracked and visible from the client detail view.
Track Financial Relationship
Monitor invoices, payments, and outstanding balances per client. See collection progress and revenue contribution at a glance.
Maintain the Relationship
Add notes after meetings, attach updated contracts, and log referral activity. Build a rich history that anyone on your team can access.
Complete Client Intelligence
Every team member has the full context they need to serve clients well.
Client relationship visibility
Documents and notes in one place
Access to project and invoice history
Referral source tracking
Related Features
Client management is the foundation that connects your entire operation.
Ready to centralize your client relationships?
Stop scattering client data across spreadsheets, emails, and notepads. Get a unified client hub that your whole team can rely on.