This task can be performed using Monstera
Simple Project Management For Creatives
Best product for this task
Monstera
crm
The Monstera is a simple, clean project management tool built for creatives, freelancers, and small agencies. No clutter, no noise. Just projects, tasks, notes, files, contacts, and invoicing in one streamlined workspace. Designed by a creative team that needed something better, The Monstera helps you stay organized and keep momentum without the overwhelm of traditional PM tools. Designed for desktop and mobile devices.

What to expect from an ideal product
- Keep all your client information, project tasks, and billing in one workspace instead of juggling multiple apps and spreadsheets
- Track project progress with simple task lists while storing client notes and files right alongside your work
- Generate and send invoices directly from your projects without switching to separate accounting software
- Access everything from your phone or computer so you can update clients and check deadlines wherever you are
- Focus on creative work instead of wrestling with complicated project management tools that have too many features you don't need
