01
Client context gets split
Contact details sit in a CRM while decisions live in notes and delivery lives on a project board. BlokNotes links those records around the same client.
Freelancer client operations
Client management software for consultants who also do the work
Keep every lead, client, project, meeting note, quote and invoice in one connected workspace—without rebuilding the story across separate apps.
- Free workspace
- No credit card
- European data region
- Export your data
Relationship view
One client, connected work
01
Companies & contacts
02
Opportunities
03
Notes & meetings
04
Projects & tasks
05
Quotes & invoices
After the sale
A CRM that stops at the deal is only half the job
Independent client work keeps moving after a lead says yes. The notes from discovery shape the project, the project shapes the quote, and the delivered work becomes the invoice.
02
Handoffs become retyping
Turn an opportunity into a quote and an accepted quote into an invoice without recreating the client, line items and commercial history.
03
Follow-up relies on memory
Activities, meeting notes, project status, invoice status and explicit follow-up dates give each relationship a visible next step.
Connected workflow
From first record to final status
Each step adds to the same client and project history. Nothing below implies automatic timers, payment processing or accounting automation.
- 1
Capture the lead
Create the company and contact, add the opportunity and keep discovery notes beside the relationship.
- 2
Keep discovery attached
Meeting records, decisions, files and follow-ups remain linked to the client instead of disappearing into a separate notes app.
- 3
Open the project
Plan tasks, dates, budget and delivery context on a project connected to the same company and people.
- 4
Create the quote
Use saved products or services, line-level tax and client details to generate a professional quote PDF.
- 5
Invoice and record payment
Convert the accepted quote, generate the invoice PDF and record payments so paid, open and overdue status stays visible.
Connected records
The client-readable facts stay close to the context
Companies & contacts
One client profile with people, addresses and billing details.
Opportunities
A lightweight pipeline with stages, value and follow-up dates.
Notes & meetings
Discovery, decisions and context linked to the client and project.
Projects & tasks
Delivery status, budget, dates and work in one connected view.
Quotes & invoices
Tax-aware documents, PDF generation and quote-to-invoice conversion.
Payment status
Record payments and keep the open balance and overdue state visible.
Why connected
One client story instead of four partial ones
BlokNotes provides lightweight business workflows around a connected notes workspace. It is designed for people who need context and delivery records together, not enterprise sales automation.
Separate stack
- A contact list with no delivery context
- Meeting notes disconnected from the client
- A project board with no commercial history
- Invoices rebuilt from another system
Connected workspace
- Companies, people and opportunities linked
- Notes and meetings attached to the relationship
- Projects, tasks and issues beside the decisions
- Quotes, invoices and payment status in the same history
Inside BlokNotes
Explore the underlying workflows
CRM & sales pipeline
Companies, contacts, deals and a visual pipeline — without leaving your notes.
Learn moreNotes & block editor
A calm, block-based editor where every note can link to the work it describes.
Learn moreProjects & tasks
Plan projects, track tasks on boards, and keep every decision linked to its notes.
Learn moreQuotes & invoices
Tax-ready quotes and invoices with branded PDFs, payments and overdue tracking.
Learn moreFAQ
Know exactly what the workflow does
Is BlokNotes accounting software?
No. BlokNotes creates and tracks quotes and invoices, calculates configured line-item taxes and records payment status. It does not replace bookkeeping, statutory accounting or tax-filing software.
Can a one-person business use it?
Yes. A Free workspace can hold your notes, clients, projects and a limited number of premium business records, and no credit card is required to start.
Does BlokNotes process client payments?
No. Continue receiving payments through your bank or payment provider, then record each payment against the invoice so the open balance and status stay accurate.
Can invoices use different currencies and tax labels?
Yes. Each client can use its own currency, and line items support configurable tax rates and labels such as VAT, GST or sales tax.
Connect the whole client relationship
Start a Free workspace without a credit card. Keep the notes, records and documents behind your client work together.
Explore notes, projects, tasks, and a sample calendar. No signup required. Saved in this browser.
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