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Tave
Tave
Tave is my client-management backbone—proposals, invoicing, retainers, contracts, questionnaires, calendars, and expense tracking all live there. I’ve had every single booked job in the system since 2016, and that continuity alone makes it incredibly hard to replace. It’s also been huge for staying organized year-to-year and making tax time way less painful.
Pros
- +All-in-one CRM: proposals, invoices, contracts, questionnaires, and scheduling
- +Expense tracking and reports make taxes and bookkeeping easier
- +36-month calendar view with color-coded event types and Google integration
- +Keeps long-term client/legacy data in one place
Cons
- -Takes time to set up and fully customize your workflow
- -If you’re brand new, the depth can feel like a lot at first
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Tave
Available on Tave
External purchase
Highlights
- +All-in-one CRM: proposals, invoices, contracts, questionnaires, and scheduling
- +Expense tracking and reports make taxes and bookkeeping easier
- +36-month calendar view with color-coded event types and Google integration
Recommended by
Teri Bocko