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Client Tracker

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Track client payments and improve cash flow.

Finance & Accounting#analytics#crm#payments#invoicing#credit-risk#csv-export#client-tracking
Authorticruz38
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Managing client payments, invoices, and communication across multiple systems is error-prone and time-consuming.

Core Features & Use Cases

  • Client Profiles: centralizes client data and payment statistics.
  • Payment History: tracks all payments and invoices, enabling cash-flow analysis.
  • Credit Risk Scoring: automated risk assessment to inform terms and onboarding.
  • Outstanding Balances & Alerts: real-time balance tracking and overdue indicators.
  • Communication Log: maintains a complete history of client interactions for context.

Quick Start

Create a client profile for a new client and start logging payments and communications.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Client Tracker
Download link: https://github.com/ticruz38/skills/archive/main.zip#client-tracker

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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