Client Management & Billing Inside Your Operations Software

Onboard clients, store agreements, track payments and raise invoices in the same system that runs 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. Moving them into your operations software closes the gaps between them.

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 and kept separate from your subscription billing.

Owner benefit

Clients, payments and invoices are handled where the work happens. You run fewer tools and your records stay cleaner.

See it on your data

Zaffre HRM brings HR and operations into one platform. Book a demo or explore all features.