Do client guests cost anything?

No. You can invite as many guests as you like for free, and they only see the work you add them to.

What happens when I win a deal?

Mark it won and you can turn it into a project in one step, with the customer, services and value already filled in.

Who can see margin per client?

Admins, managers and finance users. Everyone else on the team can still work with the customer without seeing the numbers.

Can I send quotes from Pike?

Yes. Build the quote with products, quantities and tax, then email the PDF to your contacts or download it.

What if a client goes quiet?

Mark the customer inactive. You hide them from pickers and stop new invoices, and you keep every project, invoice and comment for later.

Product · Customers

Know what each client
is actually worth

Pipeline, delivery, and margin sit on one record. Open an account and see how it is performing.

Contact sales

Customer account with projects and margin

Profitability

See margin per client

Every hour, invoice, and expense on the account rolls into one figure.

Rank accounts by margin. The hours and invoices behind each figure are a click away when you need to reprice.

Won deals become projects

Move deals through stages. Mark one won and it opens as a project, prefilled.

Services inside every deal

Break a deal into services and products with quantity and price. Revenue reporting uses the breakdown.

Quotes

Quote a deal, send the PDF

Build line items with live margin, then email the quote without leaving Pike.

Add products, quantities, and tax. Send the quote as a PDF.

Quote builder with line items and margin

Quote line with supplier cost and margin

Margin on every line

Add a supplier cost per line and Pike rolls up revenue, cost, and margin as you quote.

Send or download the quote

Email a PDF to your contacts from Pike, or download it, with prefilled sender and recipient details.

Client portal

Let clients see their work

Guests see the projects and tasks they are on, and reply in comments.

Invite unlimited guests at no cost. They only see the work they are added to.

Client portal showing a guest's projects and tasks

Customer record with contacts and projects

One record per account

Contacts, customer number, VAT and EAN, currency, and every project attached to the client.

Keep decisions on the customer record

Comments and activity history live on the customer, so context is there when someone else takes over the account.

Questions about customers in Pike

Want the details? Read the full docs

More from the product

Finance & invoicing

Live margin by client, project, and team, with invoices that flow to your bookkeeping.

Projects

Board, list, and timeline views with milestones, dependencies, and templates.

Dashboards

The state of your business on one screen, filtered any way you ask.

Time & absence

Timers, one-click logging, and approvals, with every hour priced into project financials.

Resourcing & capacity

See capacity at a glance, soft-book tentative work, and staff roles with placeholders.

Pike MCP

Ask Claude or ChatGPT about margin and status, and create projects from the chat.

See what each client is worth

Contact sales

ISO 27001
GDPR
SOC 2 Type II

Built to keep sensitive client data secure and private.

Product · Customers