One record per client, not five scattered tools
Contacts, contracts, and billing history — unified per client.
When client information lives across email, spreadsheets and sticky notes, things get missed. Stach centralizes every client interaction — contact details, contracts, quotes, invoices and communication history — into a single record your whole team can see.
- Centralized contact and engagement history
- Custom fields and tags for segmentation and reporting
- Client portal for shared documents and invoices
- Full billing and project history visible on every client record
Who it's for
Service businesses
See every quote, invoice and project for a client without switching tools.
Sales-led teams
Tag and segment clients to prioritize follow-ups and renewals.
Growing teams
Onboard new staff faster with a single source of truth per client.
Common questions
Can clients see their own information?
Yes — the client portal lets customers view and download their own invoices, quotes and shared documents securely.
How many customers can I add?
The Free plan supports up to 25 customers. Paid plans increase this limit — see our Pricing page for details.
All your back office. One AI-powered Stach.
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