Orangescrum
Documentation index for AI agents (llms.txt). A markdown version of this page is available at /client-management-software.md or by requesting this URL with the header Accept: text/markdown.
Client management

Client Work, With the Client Actually in the Loop

Stop rebuilding progress updates in email. Give clients their own controlled view, keep internal conversations internal, and bill from the hours your team already logged.

Available inCloudSelf-HostedOpen Source

Free forever plan · No credit card required · Set up in minutes

What is client project management?

Client project management is running delivery work where the client is a participant rather than an audience. That means giving them visibility of progress and approvals without exposing internal notes, margins, or other clients, and connecting the work to what gets billed. Orangescrum does this with role based access, client users on a project, billable time tracking, and invoicing from approved hours.

The problem

Why client work gets expensive

Updates are rebuilt by hand
Someone spends Friday turning the board into a client email.
The client sees live progress themselves.
Sharing means over sharing
The only way to show a client anything is to show them everything.
Permissions that expose progress but not internal detail.
Billing is reconstructed
Hours are exported and an invoice is rebuilt in a spreadsheet.
Invoices generated from approved billable hours.
What you get

Client visibility you control

  • Client users on a project

    Add the client to the project they are paying for, and nothing else.

  • Role based access

    Decide exactly what a client role can see and do, so internal detail stays internal.

  • Progress without the noise

    Clients see status and deliverables, not every internal comment or cost figure.

  • Discussion in context

    Client feedback sits on the task it is about, instead of in a mail thread nobody can find.

  • Billable hours to invoice

    Approved billable time becomes a client invoice, with no export step.

  • Unlimited clients

    Every plan includes unlimited users, so adding clients never changes the price.

How it works

How a client engagement runs

1
Set up the project
Create the client's project, from a template if the work is repeatable.
2
Add the client
Invite them with a client role, scoped to their project only.
3
Deliver and discuss
The team works normally. The client sees progress and comments where it matters.
4
Bill
Approved billable hours become the invoice, matching what was actually delivered.
Who it's for

For teams that bill someone else

Agencies
Client projects with budgets, approvals, and transparent progress.
Learn more →
Professional services
Engagements where margin depends on tracked time.
Learn more →
Consultancies
Several clients at once, each seeing only their own work.
Learn more →
Availability

Which edition includes what

Orangescrum runs as managed cloud, self-hosted on your own servers, or as the open-source Community Edition. Here is exactly what each one includes.
Client access is in Cloud and Self-Hosted. Invoicing is on Premium and in Self-Hosted.
CapabilityCloudManaged SaaSSelf-HostedOn-premise / private cloudOpen SourceCommunity Edition
Client users on a project
Role based permissions
Comments and mentions
Billable and non billable hoursPro
Client invoicingPremium
Per client profitabilityPro
Frequently asked questions

Client management FAQ

Is Orangescrum a CRM?

No, and it is worth being clear about that. Orangescrum manages client delivery work, not your sales pipeline. It covers giving clients access to their projects, tracking billable time, and invoicing. For lead and deal tracking you would still use a CRM.

Can clients see my internal notes?

Not unless you allow it. Access is role based, so a client role can be limited to progress and deliverables on their own project while internal comments, costs, and other clients stay hidden.

Does adding clients cost more?

No. Every plan includes unlimited users, so you can give every client access without the bill changing. That is usually the reason teams stop emailing updates.

Can I invoice from tracked time?

Yes. Hours marked billable and approved by a manager can generate a client invoice directly, so nobody rebuilds it in a spreadsheet. Invoicing is on the Premium plan and in Self-Hosted.

Can I tell which clients are profitable?

Yes. Comparing billable value against actual cost gives per project and per client profitability, which is how agencies find the work that is quietly losing money.

Can each client only see their own project?

Yes. Client users are added to specific projects, so they never see other clients' work.

Is this in the free Community Edition?

Roles and permissions are, but client billing and invoicing are not. The Community Edition covers projects, tasks, boards, and time logging.

Put the client in the project

Client access is in Cloud and Self-Hosted. Every plan includes unlimited users and clients.