Client Onboarding and Billing Scattered Across Tools

Client onboarding in email, contracts in a drive, invoices in accounting software. The gaps between them cost you money. Here is how to bring it together.

The challenge

Onboarding a client means email back-and-forth, a contract in a drive, payment tracking in a sheet, and invoices in separate accounting software. None of it is connected.

What it really costs

Invoices get missed, payment records go missing, and new clients get a poor first impression.

How Zaffre HRM solves it

Zaffre HRM keeps client management and billing together: secure onboarding with an agreement and consent step, payment tracking and invoicing in one place.

• Secure client onboarding with Accept/Review consent and an attached agreement.
• Client payment records and history in one view.
• Generate, send and correct invoices without a separate tool.
• Kept separate from your own subscription billing.

Solve it on your own data

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