Background 1

All Your Clients. One Connected System

Unlock the power of client management. Automatically store client details from every booking, create invoices, and manage payments, all from one connected workspace. Whether you're working with individuals or businesses, Kasha’s Client solution helps you stay organised and build stronger relationships from day one.

Why Choose Kasha?

One Platform for Effortless Client Integration

Image

B2B and B2C, All in One Place 

Manage both individual and business clients with flexible contact profiles, smart filters, and a clear view of every relationship. 

Image

Connected to How You Work 

Sync your contacts, emails, and calendars so you never miss a conversation, meeting, or follow-up. 

Image

Everything You Need at a Glance 

Access client overviews, documents, key details, and activity from a single screen, so personalised service feels effortless. 

Image

Import and Take Action Fast 

Easily bring in contacts from files, integrations, or your previous CRM, then create quotes, invoices, and other documents in just a few clicks. 

Built for Businesses That Work with People

Whether you work alone or with a growing team, Kasha’s Client solution makes it easy to manage records, create documents, and gain deeper insights into every client. 

Sole Trader or Freelancer packaging their product

Sole Traders and Freelancers

Manage your client records, store documents, and create quotes or invoices, all without needing separate tools. 

Quickly access everything you need for each client in one place 

Turn client details into invoices, quotes, and bookings in a few clicks 

Local Service Providers

Deliver a smooth customer experience with all your client data and follow-ups connected and in-sync. 

Automatically log client info from bookings, quotes, and invoices 

Send reminders and collect payments easily, all from one place 

Local Service Provider unloading equipment at a customer location
Small business owner doing pottery

Small Businesses

Keep your client details, files, and activity organised in one place so you can spend more time on the work that matters. 

Share and update client info across your team in real-time 

Stay on top of every interaction, from first contact to payment

Consultants and B2B Operators

Work with individuals or companies, and manage each relationship clearly, from contact details to essential documents. 

Manage companies and their key contacts without losing context 

Access all your client details in one simple organised view

Consultant or B2B Operator talking on the phone

One Platform That Simply Works

Kasha’s tools are built to work together like a true one stop shop, giving you a personalised setup with simple guidance, no technical complexity, and everything connected across your business. 

Image

One Platform, Every Tool 

From getting paid to managing clients, every Kasha module is built to work as one. No need to stitch together different tools or systems. 

Image

Intelligent Workflows 

Get more done with less thinking. Our workflows guide you step by step, so everything from clients, booking, invoicing and payments, just flows. 

Image

Zero Configuration

No complex setup. No technical skills needed. Kasha connects your tools automatically, so everything just works together.

Image

Everything Stays in Sync 

Changes you make in one module update across the others automatically, keeping your business aligned without extra effort. 

Put Clients at the Centre of Your Business

Start building stronger relationships with Kasha Clients, where your client data, documents, and communication come together. 

Group of people excited about starting their business

Kasha is a trading style of Kasha Services UK Limited and Kasha Financial Services UK Limited, companies registered in the UK with company numbers 15831561 and 16213212 respectively. Registered trading address: Unit 4.01, 44-354 Grays Inn Road, London WC1X 8BP. 

Kasha Financial Services UK Limited is a distributor of PayrNet Limited, a company registered in England and Wales with company number 09883437. PayrNet Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FCA reference 900594) for the issuing of electronic money and payment services.

Copyright © 2025 Kasha.io | All Rights Reserved