The client is where each engagement starts
Everything you do for a client hangs off their record, so the relationship stays intact across projects.
What a client record holds
Name & company
Who you’re working with, and the business they represent.
Email & phone
The contact details you reach them on, kept with the record rather than in your phone.
Address
Useful for the details that appear on agreements and invoices.
Notes
A place for anything worth remembering about how you work together.
And through the projects you create for them, the client relationship stays connected to:
A contact vs. a connected client record
When a client is only a contact
- Details live in a phone or inbox
- Projects are tracked somewhere else
- Invoices use copied information
- Past work is reconstructed from memory
- Shared links are hard to find again
When the client anchors the engagement
- Details are entered once
- Projects belong to the client
- Invoices keep the relationship
- New work starts from the existing client
- Related records stay associated
When a client comes back
Repeat work is common in freelancing. With the client already on record, you create another project for the next engagement — the contact details carry over, and each project stays separate, so a second job doesn’t get tangled up with the first.
What you stop repeating
Instead of: Creating the same client again for every project
You can: Start a new project from the existing client
Instead of: Searching messages for contact details
You can: Open the client record
Instead of: Losing context between repeat projects
You can: Keep each project tied to the same relationship
Built for active client work, not a sales pipeline
This is a lightweight client record for the people you’re working with — so projects, agreements and invoices stay connected. It isn’t lead management or a sales pipeline, and it doesn’t try to be.
The relationship comes first
From a client, you create projects and invoices — and everything you do stays tied back to who it was for.
Who this is for
Freelancers who work with a manageable set of clients — often repeatedly — and want each relationship’s projects, agreements and invoices kept together.
Questions about client management
What details can I save for a client?
You can store a name, company, email, phone, address and free-form notes for each client.
Can I create multiple projects for one client?
Yes. A client can have several projects, and each project keeps its own scope, milestones and invoices.
Are invoices connected to clients?
Yes. Invoices are raised for a client, so the commercial history stays tied to the relationship.
Can I edit client details?
Yes. You can update a client’s details at any time.
Can clients log in?
No. Clients don’t have accounts. When you want to share something, you send a read-only link they can open without signing in.
Can I share project or invoice links without a client account?
Yes. Sharing works through read-only links, so a client never needs to create an account.
Is Remex a CRM?
Not in the sales sense. Remex is for managing the clients you’re actively working with — projects, agreements, invoices and payments — rather than lead generation or a sales pipeline.
Start every new project from a client you already know
Add the client once, and build the rest of the work from that relationship.