One view of each client
Outstanding balances, invoices, quotes, notes and tasks. See a client’s account alongside the work you’re doing for them.
Client accounts, quotes, invoices and daily work, organized together. Keep the numbers close while you run your agency or independent business.
Use the same account on iOS, Android and the web.
A MORE ORGANIZED WORKDAY
From a new quote to a monthly renewal or your next task, find the information you need in the same place.
Outstanding balances, invoices, quotes, notes and tasks. See a client’s account alongside the work you’re doing for them.
Set up recurring invoices for hosting, maintenance, consulting and monthly services. See the next billing period coming.
Save the meeting note, add a client task and choose its deadline and repeat schedule. Know what comes next.
YOUR WORK. YOUR WAY.
13 color themes, light and dark modes, and a customizable navigation bar. Shape the workspace you use every day around the way you work.
START AT YOUR DESK. CONTINUE ON YOUR PHONE.
Prepare a quote on your computer, then add a note after a client meeting on your phone. Work with the same account on iOS, Android and the web.
Review your client accounts, documents and analytics on a larger screen.
Add a note between meetings, complete a task or record an incoming payment.
Sign in and bring your color, language and menu preferences with you.
FOR AGENCIES
Keep your client accounts, quotes, invoices and daily tasks in one place. See where each project and payment stands.
Keep each client’s contacts, quotes, invoices, notes and tasks together. Find the relevant record without searching across separate folders.
Receivables, payables and a 30-day cash forecast sit on one screen, so you can plan collections and payments in advance.
Set up retainers for hosting, maintenance and monthly services. Each invoice is created when its next period arrives.
Use your own account on iOS, Android and the web. Continue with your clients, documents and payment records across your devices.
FEATURES
From the first quote to the last payment, every step stays linked to the client it belongs to.
Send a quote, wait for approval, then turn it into an invoice with the same line items, amounts and currency.
Follow income trends and see which clients and services bring the most value to the agency.
Record meeting notes, add client tasks with deadlines and priorities, and keep the next step visible.
13 color themes, light and dark modes and a navigation bar that fits the way you work.
Who it’s for
Defter Pro is a cloud-based app that keeps quotes, invoices, client accounts, payments, notes and tasks in one place. It runs on iOS, Android and the web with the same account, and you start on a free plan.
From design to development, translation to consulting: for everyone who works independently.
Defter Pro for freelancersFrom small studios to growing agencies: for owners who track client portfolios and service income.
Defter Pro for agenciesUnlimited invoices, quotes and recurring invoices. Work with 10 active contacts, 1 company and 1 additional currency.
Reference price: USD 2.99/month or USD 29.99/year. The applicable store price will be shown when purchasing opens.
Itemize your services, share a PDF quote and convert a sent or accepted quote into an invoice.
Add a contact and send a quote; the invoice, follow-up and payments stay in one place.