Manage clients, projects, follow-ups, invoices, and payments from one connected system
A bilingual operations system for independent consultants, freelancers, and small service firms that want clearer delivery and better payment visibility.
- One-time payment
- No monthly subscription
- Editable templates
- English + Arabic guidance
The problem
Client and payment information is scattered across WhatsApp, email, notes, and separate spreadsheets — so it's hard to see, in one place, who's a live client, which invoices are out, which payments came in, and which balances are overdue.
One connected workflow
- 1ClientA unified record for each client and status.
- 2ProjectProject linked to the client with scope and owner.
- 3Follow-upMeetings, calls, email, and WhatsApp.
- 4InvoiceRecord the invoice and link it to the project.
- 5PaymentLog received payments.
- 6DashboardExecutive summary and smart alerts.
A look at the system
Sample / demo data| ID | Client | Stage | Value | Linked project |
|---|---|---|---|---|
| CRM-1 | Horizon Consulting | New | 1,500 USD | — |
| CRM-2 | Athar Academy | Proposal Sent | 2,500 USD | — |
| CRM-3 | Madar Agency | Active Client | 4,000 USD | Madar Operations Setup |
| Invoice | Client | Project | Amount | Paid | Balance | Status |
|---|---|---|---|---|---|---|
| INV-DEMO-001 | Example Client | Example Project | 2,000 | 800 | 1,200 | Partially Paid |
What's included in the Lite Edition
- Connected Google Sheets system.
- Executive Dashboard.
- Clients CRM.
- Projects.
- Follow-ups for meetings, calls, email, and WhatsApp.
- Invoice register.
- Payment register.
- Automatic paid amount, balance, and invoice status after received payments are recorded.
- Due-soon, overdue, partially paid, and outstanding-balance alerts.
- Financial summary by currency.
- Simplified mobile view.
- Arabic usage guide.
- Editable sample data.
- No monthly subscription.
What's included in the Complete Edition
- Everything in Lite.
- Notion CRM, Projects, Tasks, and Interactions system.
- Linked records between clients, projects, tasks, and interactions.
- Arabic and English Notion views.
- Arabic–English Client Message Library.
- Client Onboarding and Project Delivery Pack.
- Quick Start Guide.
- Setup resources / video when available.
- No monthly subscription.
Payment is processed securely by Stripe. Delivery and access instructions are sent to the email you used at checkout.
Compare editions
| Feature | Lite | Complete |
|---|---|---|
| Connected Google Sheets | ✓ | ✓ |
| Executive Dashboard | ✓ | ✓ |
| Clients CRM | ✓ | ✓ |
| Projects | ✓ | ✓ |
| Follow-ups (meetings, calls, email, WhatsApp) | ✓ | ✓ |
| Invoice and payment registers | ✓ | ✓ |
| Automatic status and balance calculations | ✓ | ✓ |
| Due-soon and overdue alerts | ✓ | ✓ |
| Financial summary by currency | ✓ | ✓ |
| Simplified mobile view | ✓ | ✓ |
| Notion system (CRM + Projects + Tasks + Interactions) | — | ✓ |
| Linked records inside Notion | — | ✓ |
| Arabic and English Notion views | — | ✓ |
| Arabic–English Client Message Library | — | ✓ |
| Client Onboarding and Project Delivery Pack | — | ✓ |
| Quick Start Guide | — | ✓ |
Who it's for
- Independent consultants.
- Freelancers and professional service providers.
- Small service agencies.
- Coaches, designers, and marketers.
- Anyone managing two or more clients across WhatsApp, email, and spreadsheets.
What it is not
- An operational tracking system for clients, invoices, and payments — not official accounting software.
- No banking or payment gateway integration.
- Not tax or legal advice; compliance remains the user's responsibility.
Frequently asked
What's the difference between the two editions?+
Lite covers full client, invoice, and payment tracking on Google Sheets. Complete adds the connected Notion system, the bilingual message library, and the client onboarding and delivery pack.
Is payment secure?+
Yes. Payment is processed securely by Stripe. We do not receive card details on our site.
How do I get the system after paying?+
After completing checkout on Stripe, delivery and access instructions are sent to the email you used at checkout.
Is there a monthly subscription?+
No. It's a one-time payment.
Is it truly bilingual?+
Yes. Templates, guidance, and the message library are available in Arabic and English.
Does it connect to payment gateways or banks?+
No. Invoices and payments are recorded manually.
Is it a replacement for accounting software?+
No. It's an operational tracking system for clients, invoices, and payments — not accounting software.
Ready to unify how you manage clients and payments?
Payment is processed securely by Stripe. Delivery and access instructions are sent to the email you used at checkout.
Need help choosing an edition? Reach us at contact@nasaq-advisory.com
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