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.

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.

Project Tracking

Manage projects with tasks, milestones, and timelines. Assign team members, track progress, and monitor deliverables. Client visibility into project status when appropriate.

Invoicing

Create professional invoices from tracked time or fixed quotes. Accept online payments. Automatic reminders for overdue invoices. Financial clarity without separate accounting setup.

Scheduling

Appointment booking with client self-service. Calendar integration prevents double-booking. Automated reminders reduce no-shows. Manage availability across team members.

Time Tracking

Track billable time at project and task level. Generate reports for client billing and internal analysis. Understand where time actually goes.

Document Management

Store and share documents with clients. Proposals, contracts, deliverables organized by client and project. Secure sharing without email attachments.

Client Portal

Client-facing portal for project updates, document access, and communication. Professional client experience with appropriate visibility.

Pricing

Pilim offers tiered pricing based on features and team size:

Solo — For individual service providers. Core features for one-person operations.

Team — For small teams with collaboration needs and additional features.

Business — Full features for growing service businesses.

Specific pricing available on website. Generally affordable for target market.

Who Uses Pilim?

Consultants

Managing client engagements from proposal through delivery and billing.

Freelancers

Solopreneurs needing professional operations without administrative overhead.

Small Agencies

Teams coordinating client work across multiple projects simultaneously.

Professional Services

Accountants, lawyers, coaches, and other professionals with client-based practices.

Pros and Cons

What We Like

All-in-one approach reduces tool sprawl

Service business focus vs generic project tools

Client portal improves professionalism

Integrated invoicing saves time

Clean, usable interface

What Could Be Better

Less specialized than best-of-breed tools

Accounting integration vs full accounting

May outgrow for larger teams

Limited customization options

Pilim vs. Alternatives

vs. HoneyBook: Both serve service businesses. Compare specific features and pricing.

vs. Dubsado: Similar market. Dubsado emphasizes workflow automation; compare based on priorities.

vs. Separate tools: Dedicated CRM + invoicing + project tools offer more depth but more complexity.

Tips for Success

Import existing clients: Start with complete client database.

Set up client portal: Professional client experience improves relationships.

Use time tracking: Data improves future pricing and profitability.

Automate invoicing: Consistent billing improves cash flow.

FAQ

Can I accept online payments?

Yes. Payment processing integration enables client payments.

Does it integrate with accounting software?

Check current integrations. Typically connects with major accounting platforms.

Is there a mobile app?

Mobile access varies. Check current mobile capabilities.

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.

Rating: 4.0/5