Minimalist Client CRM & Retainer Management for Freelance Designers
Track client advisory hours, design review sessions, project retainers, and automated invoicing.
By eliminating 10 hours/month of unpaid admin work (progress reporting, invoicing, scheduling) at an average rate of $85/hr, TheBookOfBiz delivers $850/month in value for a $14/month investment.
Common Administrative Challenges Resolved
Scope creep on hourly design retainers without clear balance tracking.
Spending unpaid hours drafting client project updates.
Overcomplicated project management tools that slow down actual design work.
Features Purpose-Built for Freelance Graphic & UX Designers
Design Retainer Wallet
Clients purchase design hour blocks. Credits auto-deduct after design reviews.
AI Project Status Summaries
Turn design feedback notes into clear client status emails with 1-click AI.
Calendar Booking Link
Allow clients to book review calls directly without back-and-forth emails.
Frequently Asked Questions
Does the app use "Creative / Project" terminology?
Yes! Setting your profession to Creative adjusts nouns across the UI to match design workflows.