You're great at what you do. But managing clients in spreadsheets?
You forget to follow up. A client who said "maybe next month" three months ago? Gone. You don't have a system to catch these.
Some clients pay $2K but take 20 hours. Others pay $500 for 2 hours. Which is better? You genuinely don't know.
You have 3 different spreadsheets. One for clients, one for income, one for expenses. None of them talk to each other.
You want more clients like Sarah (low-maintenance, pays on time, refers others). But you can't systematically find what makes her profitable.
Most CRMs track contacts. Velvet Ledger tracks profitability per client. Know exactly which relationships are worth nurturing.
Track every client conversation, project, and interaction in one place. No more hunting through email.
Generate client invoices and income proof summaries. Configure automated payment reminders (before due, on due, overdue). Velvet Ledger tracks invoice status and nudges you to follow up on overdue payments.
Velvet Ledger tracks every client's interaction cadence and automatically alerts you when clients go quiet. The system calculates average days between interactions and flags overdue contacts with priority-based nudges.
See how complete your contact records are, which clients haven't booked in a while, and where your revenue actually comes from. The dashboard scores your network and flags what's missing, like contacts with no email or clients you haven't heard from in 90+ days.
Know your true hourly rate per client. Stop undercharging high-maintenance clients.
Get answers to "How's business?" in 3 seconds. Revenue trends, top clients, profitability — all visual.
Every appointment, note, payment, and task with that client — on one timeline. Walk into every conversation knowing exactly where you left off, instead of scrolling old texts to remember.
Appointments, notes, payments, tasks, and status changes — all dated, in one place, per client.
See the last thing that happened — the last visit, the last payment, the open follow-up — before you call, text, or quote.
Share a client with a teammate — and control exactly which details they can see.
Quick tutorials showing exactly how to use Velvet Ledger for your consulting or coaching business.
Marcus, a business consultant, had 23 clients marked "maybe later" in his spreadsheet. After switching to Velvet Ledger's follow-up system, he systematically reached out. 7 clients re-engaged within 30 days.
"Before Velvet Ledger, I'd just forget to follow up. Now the system tells me exactly who needs outreach and when."
If you sell your time and expertise, this is for you.
Enter what you actually pay for CRM, invoicing, time tracking, and other tools. See how much you could save by consolidating into Velvet Ledger.
HoneyBook and Dubsado focus on client workflows (contracts, invoices, questionnaires). Velvet Ledger focuses on profitability intelligence. We show you which clients make you the most money per hour, when to follow up, and which relationships to prioritize. Think of it as business intelligence + lightweight CRM, not workflow automation.
Yes! Track time per project and see your true hourly rate per client. If you're charging $2K but spending 40 hours, you're making $50/hour. Velvet Ledger shows you this automatically so you can adjust pricing or scope.
Not entirely. Velvet Ledger handles income/expense tracking and profitability analysis, but it's not full-featured accounting software. For complex tax scenarios, you'd still use QuickBooks or FreshBooks. But for day-to-day profitability decisions? Velvet Ledger gives you faster, clearer answers.
Usually minutes to get started. Add your first client and log a bit of income/time—then refine as you go.