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ClientsMar 28, 20263 min read

Stop Losing Client Details in Email Threads

Phone numbers in one app, company info in another, meeting notes scattered across emails. There's a better way.

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Acme Studio

Design Agency

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Every freelancer knows the feeling: a client calls, you need their company name or that thing they said last month, and you're frantically searching through emails, Slack messages, and sticky notes.

The problem isn't that you're disorganized. The problem is that client information lives in too many places.

One profile, everything inside

In Backlog, every client gets a dedicated profile. Their name, company, every note you've ever written about them, every hour you've logged, every payment they've made — it's all right there.

Open a client profile and you see:

  • Their latest entries (notes, tasks, time logs, payments)
  • A 12-month financial overview (income, expenses, hours)
  • Upcoming deadlines tied to them

No more searching. No more "wait, which email was that in?" Just open the client, and everything is there.

It builds up over time

The magic is that you don't need to set up anything special. Every time you write a note, log time, or record a payment, you tag it to the client. Over weeks and months, their profile becomes a complete history of your relationship.

When they call six months from now asking about that project, you'll know exactly what happened.

This is what Backlog does.

One workspace for your entire freelance business. Join the waitlist.

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