Client records
Keep contact details, jobs, notes, quotes, invoices, payments and communication history connected to each customer.
Built for sole traders and small businesses
Keep every client, invoice and follow-up in one place.
ClientStream is a simple but powerful client tracking system that helps you stay organised, get paid, and keep customer relationships moving—without complicated CRM or accounting software.
✓No payment method required
✓Works on phone and desktop
✓Australian GST and EOFY ready
Good morning, Alex
Outstanding
$2,480
3 invoices to follow up
Due today
4
Reminders and jobs
This month
$8,920
Income recorded
Needs your attentionView all
Follow up with Greenview Realty
Quote sent 3 days ago
Invoice CS-1042 is overdue
Mason Plumbing · $780
Request a Google review
Job completed yesterday
Income overview6 months
FebMarAprMayJunJul
Useful in minutes
Mobile friendly
Australian defaults
Your business data
Everything that needs attention
Simple enough to use every day. Powerful enough to run the work.
ClientStream replaces scattered contacts, notes, reminders and spreadsheets with one clear place to see what happened, what is owed, and what needs doing next.
Quotes and invoices
Create professional documents, apply GST, record payments and see outstanding balances without an accounting maze.
Reminders and follow-ups
Schedule the next action, chase overdue invoices and stop valuable client opportunities from disappearing.
Smart Write
Turn rough notes into clear customer messages, payment reminders, follow-ups and review requests in seconds.
Google review requests
Create a ready-to-send review request and make it easier for happy customers to support your reputation.
Money and EOFY reports
Track income and expenses, understand basic business performance and export records for the Australian financial year.
Your day at a glance
Open ClientStream and know exactly what needs attention.
The Today view puts reminders, overdue invoices, follow-ups and recent client activity in front of you. No sales pipelines, no bookkeeping jargon, and no hunting through menus.
Priorities first
See overdue payments, follow-ups and jobs that are due without building complicated workflows.
Fast customer action
Call, email, write a message or schedule the next reminder directly from the client record.
Built for the field
Large controls and responsive layouts make common tasks practical from a phone, tablet or desktop.
Saturday, 25 July
Today
AS
+ Client
+ Invoice
+ Reminder
Smart Write
Invoice overdue
2 daysBrighton Garden Care · $460
Follow up quote
TodaySarah Collins · Bathroom repair
Request a review
ReadyJob completed · Kingston Electrical
Upcoming job
2:30 PMNorth Hobart · Leak inspection
TodayClientsInvoicesMore
Start without the setup headache
From signup to useful in three steps.
ClientStream is designed to help a small business get organised quickly, not turn setup into another project.
01
Create your account
Start on the Free plan with no payment method required. Add only the business details you actually need.
02
Add your first client
Save their contact details, add notes and create a quote, invoice, job or reminder from one record.
03
Work from Today
Use the clear daily view to follow up clients, record payments and keep the next action moving.
Pricing made for small business
Start free. Upgrade when ClientStream earns its place.
No large setup cost, no per-seat pricing and no need to commit before you have used the core system.
Free
$0
A practical starting point for testing the full ClientStream workflow with a small client list.
- ✓Up to 10 active clients
- ✓Up to 10 issued invoices
- ✓Basic Today view and reminders
- ✓Quotes and invoice PDFs
- ✓5 Smart Write drafts per month
- ✓No payment method required
Pro
$9.99 AUD / month
For businesses ready to manage their full client list, communication and reporting in one place.
- ✓Unlimited clients and invoices
- ✓Jobs, income and expense tracking
- ✓Advanced follow-ups and reports
- ✓Custom logo and document branding
- ✓Email delivery and review requests
- ✓100 Smart Write drafts per month
Cancel any time. Existing business records remain yours and can be exported. Subscription features and limits are governed by the app’s current plan settings.
Straight answers
Frequently asked questions
Is ClientStream accounting software?
No. ClientStream helps manage clients, quotes, invoices, payments, expenses and basic reports, but it is not a replacement for professional accounting, bookkeeping, tax or legal advice.
Can I use it on my phone?
Yes. ClientStream is designed to work across modern phones, tablets and desktop browsers so you can update a client on site and complete administration later.
Does Smart Write send messages automatically?
No. Smart Write helps draft customer communication, but you remain in control. Review and approve every message before it is sent or copied into your preferred communication app.
Does ClientStream support GST?
Yes. The application is designed around Australian defaults, including AUD, DD/MM/YYYY dates, GST terminology and the Australian financial year.
What happens if I cancel Pro?
Your existing records are preserved. Your account returns to the Free plan limits, and you can continue viewing and exporting your information. You may need to upgrade again before creating new records beyond those limits.
Can I export my records?
ClientStream is designed to provide practical exports for business records and EOFY preparation. Export availability can vary by plan and app version.
Is SMS included in the subscription?
ClientStream can prepare SMS copy and open your device’s messaging tools. Third-party carrier or messaging charges are separate unless the app clearly states otherwise.
Questions or feedback
Help shape a client system built for real small businesses.
ClientStream is being built around practical daily work. Send a question, report a problem or tell us what would make it more useful in your business.
✓ Real-person replies
✓ Product and account questions
✓ Feedback from Australian small businesses welcome
Less chasing paperwork. More control over your clients.
Start with the Free plan and see whether ClientStream makes your next follow-up, invoice or customer message easier.
Start using ClientStream