New: CRM view — see every client, agreement, and invoice in one place

The Clients dashboard is now live. Get a full picture of every client relationship without switching between tabs.

One of the most common requests we've heard from AIvaro users: 'I want to see everything about a client in one place.' Until now, agreements and invoices were separate. You had to cross-reference manually to see what a client had signed, what they owed, and what was overdue.

What the CRM view shows

Every client you've worked with, sorted by most recent activity
Total billed and total collected per client
Agreement status — sent, pending, signed
Invoice status — sent, paid, overdue
Quick links to all documents for each client

How to use it

Navigate to Clients in your sidebar. Clients are automatically added when you create your first agreement or invoice for them. No manual entry required. The view updates in real time as documents are signed and invoices are paid.

Coming next

We're working on client notes, custom tags, and a pipeline view for agencies managing multiple concurrent projects. These features are in beta for Studio and Agency plan users.

The CRM view is available on all plans. Studio and Agency plans see additional columns including lifetime value and average payment time per client.

Your client list is your business. Now you can see it clearly.