CRM built for project-based businesses

Clients as projects and margins under control!

Soshiki is the CRM for freelancers and small businesses who want to track opportunitixc dses, projects, revenue and expenses — all in one place, without the complexity.

soshiki.app/dashboard

Everything you need, nothing you don't.

Every feature is designed to save you time and give you full control over your business.

Opportunity Pipeline

Manage sales opportunities with probability, weighted values and automatic conversion to projects.

Project Management

Track every project with dates, statuses, contract value, revenue and expenses — all in a single view.

Revenue & Expenses

Record payments received and costs incurred. Gross margin, collection rate and outstanding credits in real time.

Client Directory

Complete client profiles with contacts, linked projects, interaction history and overall profitability.

Reminders & Deadlines

Set deadlines on projects and receive automatic email notifications. Never miss a deadline again.

Multi-user & Roles

Invite your team with differentiated roles. Automatic activity log to track every change.

Dashboard

The numbers that matter, at a glance.

Financial KPIs

The dashboard shows you real-time contract value, collected revenue, expenses, gross margin and the opportunity pipeline.

  • — Detailed tables by project and by client
    — Contracts, revenue, expenses, margin and outstanding credits
  • Interactive charts — Breakdown by status, type and top clients
  • Profitability
Contract Value
$285,400
Collected
$198,750
Expenses
$72,300
Gross Margin
74.7%
Top Clients by Value
AB
Acme Builders Ltd.
$95,000
JW
John Watson
$72,400
GD
Green Design Co.
$58,000
Timeline

Visualise your projects over time.

The Gantt timeline view shows the duration of each project on a time grid, with colour-coded bars by status.

Today
Jan 2026 — Jun 2026
Project
Villa Renovation
Office Fit-out
Showroom Build
Downtown Loft
Rooftop Terrace
Jan
Feb
Mar
Apr
May
Jun
Acme Builders
Watson
Green Design
Downtown Inc.
Terrace Co.

From opportunity to project in a few clicks.

1

Create the opportunity

Enter client, amount and probability. The weighted pipeline updates automatically.

2

Convert to project

When the opportunity is accepted, convert it to a project with one click. Data and client carry over.

3

Track everything

Record revenue, expenses, documents and reminders. The margin calculates itself.

PR
PRJ012 — Villa Renovation
Acme Builders Ltd.
In Progress
Contract
$95,000
Collected
$60,000
Margin
78.2%
Collected 63%
Expenses 15%
Remaining 22%
15/01/2026 — 30/06/2026
Progress report deadline — in 5 days
Project Detail

Every project, down to the details.

From the financial overview to individual attached documents. Notes, status history, reminders with email notifications, useful links — all organized in tabs.

Revenue & expenses
Notes & documents
Email reminders
Status history
Suppliers
External links

Ready to organise
your business?

Get started for free in 30 seconds. No credit card, no commitment.

CRM built for project-based businesses

Clients,  as projects and margins udsfsdfdsnder control.

asdas

Soshiki is the CRM for freelancers and small businesses who want to track opportunitixc dses, projects, revenue and expenses — all in one place, without the complexity.

soshiki.app/dashboard
Trusted by professionals worldwide
4.9/5

Everything you need, nothing you don't.

Every feature is designed to save you time and give you full control over your business.

Opportunity Pipeline

Manage sales opportunities with probability, weighted values and automatic conversion to projects.

Project Management

Track every project with dates, statuses, contract value, revenue and expenses — all in a single view.

Revenue & Expenses

Record payments received and costs incurred. Gross margin, collection rate and outstanding credits in real time.

Client Directory

Complete client profiles with contacts, linked projects, interaction history and overall profitability.

Reminders & Deadlines

Set deadlines on projects and receive automatic email notifications. Never miss a deadline again.

Multi-user & Roles

Invite your team with differentiated roles. Automatic activity log to track every change.

Dashboard

The numbers that matter, at a glance.

The dashboard shows you real-time contract value, collected revenue, expenses, gross margin and the opportunity pipeline.

  • Financial KPIs— Contracts, revenue, expenses, margin and outstanding credits
  • Interactive charts — Breakdown by status, type and top clients
  • Profitability — Detailed tables by project and by client
Contract Value
$285,400
Collected
$198,750
Expenses
$72,300
Gross Margin
74.7%
Top Clients by Value
AB
Acme Builders Ltd.
$95,000
JW
John Watson
$72,400
GD
Green Design Co.
$58,000
Timeline

Visualise your projects over time.

The Gantt timeline view shows the duration of each project on a time grid, with colour-coded bars by status.

Today
Jan 2026 — Jun 2026
Project
Villa Renovation
Office Fit-out
Showroom Build
Downtown Loft
Rooftop Terrace
Jan
Feb
Mar
Apr
May
Jun
Acme Builders
Watson
Green Design
Downtown Inc.
Terrace Co.

From opportunity to project in a few clicks.

1

Create the opportunity

Enter client, amount and probability. The weighted pipeline updates automatically.

2

Convert to project

When the opportunity is accepted, convert it to a project with one click. Data and client carry over.

3

Track everything

Record revenue, expenses, documents and reminders. The margin calculates itself.

PR
PRJ012 — Villa Renovation
Acme Builders Ltd.
In Progress
Contract
$95,000
Collected
$60,000
Margin
78.2%
Collected 63%
Expenses 15%
Remaining 22%
15/01/2026 — 30/06/2026
Progress report deadline — in 5 days
Project Detail

Every project, down to the details.

From the financial overview to individual attached documents. Notes, status history, reminders with email notifications, useful links — all organized in tabs.

Revenue & expenses
Notes & documents
Email reminders
Status history
Suppliers
External links

Ready to organise
your business?

Get started for free in 30 seconds. No credit card, no commitment.

CRM built for project-based businesses

Clients as projects and margins under control!

Soshiki is the CRM for freelancers and small businesses who want to track opportunitixc dses, projects, revenue and expenses — all in one place, without the complexity.

soshiki.app/dashboard

Everything you need, nothing you don't.

Every feature is designed to save you time and give you full control over your business.

Opportunity Pipeline

Manage sales opportunities with probability, weighted values and automatic conversion to projects.

Project Management

Track every project with dates, statuses, contract value, revenue and expenses — all in a single view.

Revenue & Expenses

Record payments received and costs incurred. Gross margin, collection rate and outstanding credits in real time.

Client Directory

Complete client profiles with contacts, linked projects, interaction history and overall profitability.

Reminders & Deadlines

Set deadlines on projects and receive automatic email notifications. Never miss a deadline again.

Multi-user & Roles

Invite your team with differentiated roles. Automatic activity log to track every change.

Dashboard

The numbers that matter, at a glance.

The dashboard shows you real-time contract value, collected revenue, expenses, gross margin and the opportunity pipeline.

  • Financial KPIs— Contracts, revenue, expenses, margin and outstanding credits
  • Interactive charts — Breakdown by status, type and top clients
  • Profitability — Detailed tables by project and by client
Contract Value
$285,400
Collected
$198,750
Expenses
$72,300
Gross Margin
74.7%
Top Clients by Value
AB
Acme Builders Ltd.
$95,000
JW
John Watson
$72,400
GD
Green Design Co.
$58,000
Timeline

Visualise your projects over time.

The Gantt timeline view shows the duration of each project on a time grid, with colour-coded bars by status.

Today
Jan 2026 — Jun 2026
Project
Villa Renovation
Office Fit-out
Showroom Build
Downtown Loft
Rooftop Terrace
Jan
Feb
Mar
Apr
May
Jun
Acme Builders
Watson
Green Design
Downtown Inc.
Terrace Co.

From opportunity to project in a few clicks.

1

Create the opportunity

Enter client, amount and probability. The weighted pipeline updates automatically.

2

Convert to project

When the opportunity is accepted, convert it to a project with one click. Data and client carry over.

3

Track everything

Record revenue, expenses, documents and reminders. The margin calculates itself.

PR
PRJ012 — Villa Renovation
Acme Builders Ltd.
In Progress
Contract
$95,000
Collected
$60,000
Margin
78.2%
Collected 63%
Expenses 15%
Remaining 22%
15/01/2026 — 30/06/2026
Progress report deadline — in 5 days
Project Detail

Every project, down to the details.

From the financial overview to individual attached documents. Notes, status history, reminders with email notifications, useful links — all organized in tabs.

Revenue & expenses
Notes & documents
Email reminders
Status history
Suppliers
External links

Ready to organise
your business?

Get started for free in 30 seconds. No credit card, no commitment.

CRM built for project-based businesses

Clients,  as projects and margins udsfsdfdsnder control.

asdas

Soshiki is the CRM for freelancers and small businesses who want to track opportunitixc dses, projects, revenue and expenses — all in one place, without the complexity.

soshiki.app/dashboard
Trusted by professionals worldwide
4.9/5

Everything you need, nothing you don't.

Every feature is designed to save you time and give you full control over your business.

Opportunity Pipeline

Manage sales opportunities with probability, weighted values and automatic conversion to projects.

Project Management

Track every project with dates, statuses, contract value, revenue and expenses — all in a single view.

Revenue & Expenses

Record payments received and costs incurred. Gross margin, collection rate and outstanding credits in real time.

Client Directory

Complete client profiles with contacts, linked projects, interaction history and overall profitability.

Reminders & Deadlines

Set deadlines on projects and receive automatic email notifications. Never miss a deadline again.

Multi-user & Roles

Invite your team with differentiated roles. Automatic activity log to track every change.

Dashboard

The numbers that matter, at a glance.

The dashboard shows you real-time contract value, collected revenue, expenses, gross margin and the opportunity pipeline.

  • Financial KPIs— Contracts, revenue, expenses, margin and outstanding credits
  • Interactive charts — Breakdown by status, type and top clients
  • Profitability — Detailed tables by project and by client
Contract Value
$285,400
Collected
$198,750
Expenses
$72,300
Gross Margin
74.7%
Top Clients by Value
AB
Acme Builders Ltd.
$95,000
JW
John Watson
$72,400
GD
Green Design Co.
$58,000
Timeline

Visualise your projects over time.

The Gantt timeline view shows the duration of each project on a time grid, with colour-coded bars by status.

Today
Jan 2026 — Jun 2026
Project
Villa Renovation
Office Fit-out
Showroom Build
Downtown Loft
Rooftop Terrace
Jan
Feb
Mar
Apr
May
Jun
Acme Builders
Watson
Green Design
Downtown Inc.
Terrace Co.

From opportunity to project in a few clicks.

1

Create the opportunity

Enter client, amount and probability. The weighted pipeline updates automatically.

2

Convert to project

When the opportunity is accepted, convert it to a project with one click. Data and client carry over.

3

Track everything

Record revenue, expenses, documents and reminders. The margin calculates itself.

PR
PRJ012 — Villa Renovation
Acme Builders Ltd.
In Progress
Contract
$95,000
Collected
$60,000
Margin
78.2%
Collected 63%
Expenses 15%
Remaining 22%
15/01/2026 — 30/06/2026
Progress report deadline — in 5 days
Project Detail

Every project, down to the details.

From the financial overview to individual attached documents. Notes, status history, reminders with email notifications, useful links — all organized in tabs.

Revenue & expenses
Notes & documents
Email reminders
Status history
Suppliers
External links

Ready to organise
your business?

Get started for free in 30 seconds. No credit card, no commitment.

CRM built for project-based businesses

Clients as projects and margins under control!

Soshiki is the CRM for freelancers and small businesses who want to track opportunitixc dses, projects, revenue and expenses — all in one place, without the complexity.

soshiki.app/dashboard

Everything you need, nothing you don't.

Every feature is designed to save you time and give you full control over your business.

Opportunity Pipeline

Manage sales opportunities with probability, weighted values and automatic conversion to projects.

Project Management

Track every project with dates, statuses, contract value, revenue and expenses — all in a single view.

Revenue & Expenses

Record payments received and costs incurred. Gross margin, collection rate and outstanding credits in real time.

Client Directory

Complete client profiles with contacts, linked projects, interaction history and overall profitability.

Reminders & Deadlines

Set deadlines on projects and receive automatic email notifications. Never miss a deadline again.

Multi-user & Roles

Invite your team with differentiated roles. Automatic activity log to track every change.

Dashboard

The numbers that matter, at a glance.

The dashboard shows you real-time contract value, collected revenue, expenses, gross margin and the opportunity pipeline.

  • Financial KPIs— Contracts, revenue, expenses, margin and outstanding credits
  • Interactive charts — Breakdown by status, type and top clients
  • Profitability — Detailed tables by project and by client
Contract Value
$285,400
Collected
$198,750
Expenses
$72,300
Gross Margin
74.7%
Top Clients by Value
AB
Acme Builders Ltd.
$95,000
JW
John Watson
$72,400
GD
Green Design Co.
$58,000
Timeline

Visualise your projects over time.

The Gantt timeline view shows the duration of each project on a time grid, with colour-coded bars by status.

Today
Jan 2026 — Jun 2026
Project
Villa Renovation
Office Fit-out
Showroom Build
Downtown Loft
Rooftop Terrace
Jan
Feb
Mar
Apr
May
Jun
Acme Builders
Watson
Green Design
Downtown Inc.
Terrace Co.

From opportunity to project in a few clicks.

1

Create the opportunity

Enter client, amount and probability. The weighted pipeline updates automatically.

2

Convert to project

When the opportunity is accepted, convert it to a project with one click. Data and client carry over.

3

Track everything

Record revenue, expenses, documents and reminders. The margin calculates itself.

PR
PRJ012 — Villa Renovation
Acme Builders Ltd.
In Progress
Contract
$95,000
Collected
$60,000
Margin
78.2%
Collected 63%
Expenses 15%
Remaining 22%
15/01/2026 — 30/06/2026
Progress report deadline — in 5 days
Project Detail

Every project, down to the details.

From the financial overview to individual attached documents. Notes, status history, reminders with email notifications, useful links — all organized in tabs.

Revenue & expenses
Notes & documents
Email reminders
Status history
Suppliers
External links

Ready to organise
your business?

Get started for free in 30 seconds. No credit card, no commitment.

CRM built for project-based businesses

Clients,  as projects and margins udsfsdfdsnder control.

asdas

Soshiki is the CRM for freelancers and small businesses who want to track opportunitixc dses, projects, revenue and expenses — all in one place, without the complexity.

soshiki.app/dashboard
Trusted by professionals worldwide
4.9/5

Everything you need, nothing you don't.

Every feature is designed to save you time and give you full control over your business.

Opportunity Pipeline

Manage sales opportunities with probability, weighted values and automatic conversion to projects.

Project Management

Track every project with dates, statuses, contract value, revenue and expenses — all in a single view.

Revenue & Expenses

Record payments received and costs incurred. Gross margin, collection rate and outstanding credits in real time.

Client Directory

Complete client profiles with contacts, linked projects, interaction history and overall profitability.

Reminders & Deadlines

Set deadlines on projects and receive automatic email notifications. Never miss a deadline again.

Multi-user & Roles

Invite your team with differentiated roles. Automatic activity log to track every change.

Dashboard

The numbers that matter, at a glance.

The dashboard shows you real-time contract value, collected revenue, expenses, gross margin and the opportunity pipeline.

  • Financial KPIs— Contracts, revenue, expenses, margin and outstanding credits
  • Interactive charts — Breakdown by status, type and top clients
  • Profitability — Detailed tables by project and by client
Contract Value
$285,400
Collected
$198,750
Expenses
$72,300
Gross Margin
74.7%
Top Clients by Value
AB
Acme Builders Ltd.
$95,000
JW
John Watson
$72,400
GD
Green Design Co.
$58,000
Timeline

Visualise your projects over time.

The Gantt timeline view shows the duration of each project on a time grid, with colour-coded bars by status.

Today
Jan 2026 — Jun 2026
Project
Villa Renovation
Office Fit-out
Showroom Build
Downtown Loft
Rooftop Terrace
Jan
Feb
Mar
Apr
May
Jun
Acme Builders
Watson
Green Design
Downtown Inc.
Terrace Co.

From opportunity to project in a few clicks.

1

Create the opportunity

Enter client, amount and probability. The weighted pipeline updates automatically.

2

Convert to project

When the opportunity is accepted, convert it to a project with one click. Data and client carry over.

3

Track everything

Record revenue, expenses, documents and reminders. The margin calculates itself.

PR
PRJ012 — Villa Renovation
Acme Builders Ltd.
In Progress
Contract
$95,000
Collected
$60,000
Margin
78.2%
Collected 63%
Expenses 15%
Remaining 22%
15/01/2026 — 30/06/2026
Progress report deadline — in 5 days
Project Detail

Every project, down to the details.

From the financial overview to individual attached documents. Notes, status history, reminders with email notifications, useful links — all organized in tabs.

Revenue & expenses
Notes & documents
Email reminders
Status history
Suppliers
External links

Ready to organise
your business?

Get started for free in 30 seconds. No credit card, no commitment.