One record per client, with every project and every invoice behind it.
A client record holds the contact person, phone, email, address, city, GSTIN and state. The state matters: ProjectSathi uses it as the place of supply on the client's invoices, so it decides whether GST is charged as CGST and SGST or as IGST. Open a client to see all their projects and every invoice raised to them — billed, paid and outstanding.
Inside the Clients module
What’s inside
4 built-in sub-features
Every capability ships with the module. Nothing charged separately.
Client list
Everyone you work for, searchable, with their projects and money owed.
Client details
Contact person, phone, email, address, GSTIN and state of the client.
Place of supply
Starts as the client's state and can be set to the property's state on any invoice; the tax type follows it.
Projects and billing
Every project for the client and every invoice raised to them, with paid and outstanding amounts.
How it works
From first login to running in days, not months.
Add the client
Name, contact person, phone, email, address, GSTIN and state.
Attach projects
Every project you create for them shows on their record.
See what's owed
Invoices raised, paid and outstanding — in one place before you call.
Available on
Included in your annual contract — no module add-on fees.
Related modules
These modules work alongside Clients in a single deployment.
Projects that move through the six Council of Architecture stages, with a Kanban task board and a stage-wise fee split.
Tax invoices with CGST + SGST or IGST chosen from the place of supply, SAC codes, invoice numbers unique per financial year, amount in words and a PDF download.
A read-only project page for each client — the current stage, floor plans, invoices paid and billed, and recent site visits.
20-minute demo · live data · no sales deck
See Clients on your projects.
We’ll set it up with your studio’s clients, fee structure and invoice format.