Pilim

Last updated: January 2026

What Is Pilim?

Service-based businesses juggle client relationships, projects, invoices, and schedules across disconnected tools—CRM here, invoicing there, calendar somewhere else. Pilim consolidates these operations into one platform designed specifically for service providers: consultants, agencies, freelancers, and professional services firms who need integrated business management without enterprise complexity.

The platform combines client relationship management, project tracking, invoicing, scheduling, and communication into unified workflows. Instead of switching between tools and duplicating data, service businesses manage their entire operation from one place.

For service providers where client relationships are the business, Pilim provides the operational backbone that supports growth. Whether you are running a solo consulting practice or managing a small agency with multiple team members, Pilim adapts to your workflow rather than forcing you into rigid processes.

Key Features Explained

Client Management

Centralized client database with contact information, project history, communication records, and documents. Complete client context at a glance. Track relationships from first contact through ongoing work. Store notes from every meeting and call so nothing falls through the cracks.

Project Tracking

Manage projects with tasks, milestones, and timelines. Assign team members, track progress, and monitor deliverables. Client visibility into project status when appropriate. Create templates for repeatable projects to save setup time on similar engagements.

Invoicing

Create professional invoices from tracked time or fixed quotes. Accept online payments. Automatic reminders for overdue invoices. Financial clarity without separate accounting setup. Customize invoice templates with your branding for a professional appearance.

Scheduling

Appointment booking with client self-service. Calendar integration prevents double-booking. Automated reminders reduce no-shows. Manage availability across team members. Set buffer times between appointments and define working hours for each team member.

Time Tracking

Track billable time at project and task level. Generate reports for client billing and internal analysis. Understand where time actually goes. Compare estimated versus actual time to improve future project scoping and pricing accuracy.

Document Management

Store and share documents with clients. Proposals, contracts, deliverables organized by client and project. Secure sharing without email attachments. Version control ensures everyone works from the latest document.

Client Portal

Client-facing portal for project updates, document access, and communication. Professional client experience with appropriate visibility. Clients can log in to check progress, approve deliverables, and communicate without endless email threads.

Pricing

Pilim offers tiered pricing based on features and team size:

Solo — For individual service providers. Core features for one-person operations. Includes client management, basic invoicing, and scheduling.

Team — For small teams with collaboration needs and additional features. Adds team scheduling, advanced reporting, and client portal customization.

Business — Full features for growing service businesses. Priority support, advanced integrations, and custom branding options.

Specific pricing available on website. Generally affordable for target market with monthly and annual billing options.

Who Uses Pilim?

Marketing Consultants and Agencies

Marketing professionals use Pilim to manage client campaigns, track billable hours across multiple accounts, and deliver reports through the client portal. The integrated invoicing makes it easy to bill for retainer work and project-based engagements. Campaign timelines and deliverables stay organized without switching between project management and billing tools.

Freelance Designers and Creatives

Graphic designers, web developers, and creative freelancers benefit from Pilim's document management and client approval workflows. Share design concepts, gather feedback, and track revisions all in one place. Time tracking helps creatives understand project profitability and price future work more accurately.

Business Coaches and Consultants

Coaches managing multiple client relationships use Pilim to schedule sessions, track coaching packages, and maintain detailed client notes. The scheduling feature allows clients to book available time slots without back-and-forth emails. Session notes and progress tracking keep each client engagement organized.

Accounting and Bookkeeping Firms

Small accounting practices use Pilim to manage client relationships, track deadlines for tax filings and financial statements, and bill for services. Document sharing through the client portal makes it easy to collect receipts and deliver financial reports securely.

IT Consultants and Managed Service Providers

Technology consultants track support hours, manage ongoing maintenance contracts, and invoice for project work. The time tracking feature captures both billable client work and internal administrative time for accurate profitability analysis.

Pros and Cons

What We Like

All-in-one simplicity: Managing clients, projects, time, and invoicing in one platform eliminates the friction of switching between tools and reduces the risk of data falling through the cracks.

Service business focus: Unlike generic project management tools, Pilim understands the workflow of service businesses—from initial consultation through project delivery and billing.

Professional client experience: The client portal elevates your professional image. Clients appreciate having one place to check project status, access documents, and communicate.

Integrated invoicing: Creating invoices from tracked time or project milestones saves hours of administrative work each month and improves cash flow through timely billing.

Clean interface: The platform is intuitive enough that most users can start immediately without extensive training or documentation.

What Could Be Better

Feature depth: Businesses with very specific needs in any one area (CRM, project management, or accounting) may find dedicated tools offer more advanced capabilities.

Accounting limitations: While invoicing works well, you will still need separate accounting software for full financial management, tax preparation, and detailed reporting.

Scalability ceiling: Larger teams with complex workflows may eventually outgrow the platform and need enterprise-grade solutions.

Customization constraints: Some businesses want more control over workflows, fields, and automations than Pilim currently provides.

Pilim vs. Alternatives

vs. HoneyBook: Both serve service businesses with similar feature sets. HoneyBook emphasizes beautiful proposals and contracts, while Pilim focuses on operational efficiency. Compare pricing and specific workflow needs.

vs. Dubsado: Dubsado offers deeper workflow automation and form customization but has a steeper learning curve. Choose based on how much automation complexity you need.

vs. Separate tools: Dedicated CRM + invoicing + project tools offer more depth in each area but require integration setup and create more places to update information.

Tips for Success

Import Your Client History

Start by importing your complete client database including past projects and communication history. This historical context makes Pilim immediately useful rather than starting from scratch. Most platforms allow CSV exports that Pilim can import.

Customize Your Client Portal

Take time to brand your client portal with your logo and colors. This small investment creates a professional impression every time clients log in. Add a welcome message that sets expectations for how you will communicate through the platform.

Establish Time Tracking Habits

Consistent time tracking provides data for better pricing decisions. Track time daily rather than trying to reconstruct hours at the end of the week. Even non-billable administrative time is worth tracking to understand true project profitability.

Automate Invoice Reminders

Set up automatic payment reminders to run without your intervention. Consistent follow-up improves collection rates and removes the awkwardness of personally chasing payments. Most clients appreciate the professional reminder.

Create Project Templates

For repeatable services, build project templates with standard tasks and timelines. Templates ensure consistent delivery and reduce setup time for new engagements. Update templates as you refine your processes.

FAQ

Can I accept online payments through Pilim?

Yes. Pilim integrates with payment processors like Stripe and PayPal to accept credit cards and bank transfers. Clients can pay directly from invoices with a few clicks. Transaction fees from the payment processor apply.

Does Pilim integrate with accounting software?

Pilim connects with popular accounting platforms including QuickBooks and Xero. This integration syncs invoices and payments to reduce double-entry. Check current integrations as new connections are added regularly.

Is there a mobile app for Pilim?

Pilim offers mobile access through responsive web design and dedicated apps. Track time, check schedules, and communicate with clients from your phone. Core functionality works on mobile though some advanced features are easier on desktop.

Can multiple team members use Pilim?

Yes. Team plans support multiple users with role-based permissions. Assign projects to specific team members, track individual time, and manage availability across the team. Each user gets their own login and dashboard.

How secure is client data in Pilim?

Pilim uses industry-standard encryption for data at rest and in transit. Regular backups protect against data loss. The platform complies with privacy regulations, though businesses in highly regulated industries should verify specific compliance requirements.

Can I customize invoices with my branding?

Yes. Add your logo, adjust colors, and customize invoice templates to match your brand. Professional invoices reinforce your brand identity with every bill you send.

What happens to my data if I cancel?

Pilim allows data export before cancellation. Download client information, project history, and financial records in standard formats. Review data portability options before committing to any platform.

Getting Started

Beginning with Pilim takes less than an hour to set up the basics. Start by creating your account and completing your business profile with logo, contact information, and branding colors. This information populates invoices and the client portal automatically.

Next, import existing clients using a CSV file or add them manually. Include as much historical information as practical—past projects, communication notes, and billing history provide valuable context.

Configure your services and pricing. Create service items with descriptions and standard rates to speed up quote and invoice creation. Set up any packages or retainer structures you commonly offer.

Connect your calendar and set availability for scheduling. Link payment processing to accept online payments. Test the client experience by inviting one trusted client to the portal and asking for feedback.

Finally, explore automation options. Set up invoice reminders, appointment confirmations, and follow-up sequences that run without your involvement. Small automations compound into significant time savings.

Final Verdict

Pilim provides integrated business management for service providers who value simplicity over specialized depth. The platform serves businesses better with one good tool than several disconnected ones. For solo consultants, small agencies, and professional service firms, Pilim handles the operational complexity so you can focus on client work.

The sweet spot is service businesses with up to 10-15 team members who want consolidated operations without enterprise software complexity. If you find yourself copying client information between multiple tools or losing track of billable time, Pilim offers a simpler path.

Rating: 4.0/5