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Built-in CRM

Client Management for Canadian Small Businesses

Keep all your clients organized in one place. Track contact info, invoice history, and payment status. No separate CRM needed - it's built into your invoicing.

AC

Acme Corp

Toronto, ON • 12 invoices

$24,500
Total Revenue
TW

TechWorks Inc

Vancouver, BC • 8 invoices

$18,200
Total Revenue
MG

Maple Group

Calgary, AB • 5 invoices

$12,750
Total Revenue

Everything You Need to Manage Clients

A simple, powerful CRM built right into your invoicing software

Contact Management

Store business names, contact persons, emails, phone numbers, and addresses. Everything you need to stay in touch with your clients.

Invoice History

See all invoices for any client at a glance. Filter by paid, unpaid, or overdue. Know your client's complete payment history instantly.

Revenue Tracking

See total revenue per client, average invoice value, and payment patterns. Identify your best clients and grow those relationships.

Notes & Tags

Add internal notes about clients and organize with tags. Remember important details and categorize clients your way.

Search & Filter

Find any client instantly with powerful search. Filter by province, tags, or payment status. Never lose track of a client again.

Import/Export

Import clients from CSV files. Export your client list anytime. Your data is always accessible and portable.

Why Use iBill for Client Management?

More than just a contact list

All-in-One
No need for separate CRM software. Client management is built into your invoicing workflow.
Faster Invoicing
Select a client and their info auto-fills. Create invoices in seconds, not minutes.
Better Insights
Understand your client relationships with revenue data and payment history at your fingertips.
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Included
Unlimited clients, No surprises. included for Canadian businesses.

Frequently Asked Questions

How many clients can I add?
Unlimited! Add as many clients as you need. There's no limit on the number of clients, invoices, or any other feature in iBill.ca.
Can I import clients from my current system?
Yes! Export your clients to a CSV file from your current system, then import directly into iBill.ca. We'll map the columns automatically.
Does it track payment history?
Absolutely. Every client profile shows their complete invoice history - paid, unpaid, and overdue invoices. You can see payment patterns and total revenue per client.
Is my client data secure?
Yes. All data is encrypted and stored securely in Canada. We use industry-standard security practices and never share your data with third parties.

Start Managing Clients Today

Try iBill.ca's client management for your Canadian business.

Get Started Now

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