Cekbook helps agencies and businesses run clients, projects, invoices, and support from one place. Keep work organized, track progress, and stay on top of billing without juggling multiple tools.

Features

Close deals faster.
Manage customers with confidence.

CekBook gives your team everything needed to track leads, manage pipelines, follow up with clients, and monitor revenue in one place.

Customer Operations

Run your customer operations on one system

CekBook brings CRM, invoicing, projects, and team collaboration into one clean system. Track customers, tasks, and payments without switching tools.

Cekbook CRM customer profile and invoicing
01

Manage customers, invoices,
and work progress from one dashboard.

Keep contacts, notes, invoices, estimates, and activity history connected under one customer record. See what is paid, what is overdue, and what needs follow up. Instantly.

02

Work stays organized.
Teams stay aligned.

Tasks, projects, and workflows stay connected in one system, giving teams clear visibility into priorities, progress, ownership, and next steps from planning through execution every day.

Cekbook tasks and project workflow
Cekbook modules and integrations
03

Built to scale
without rebuilding.

Add modules, connect tools, and adapt workflows as your business grows, giving teams flexibility to expand features, support more users, and scale operations without rebuilding systems from scratch later safely

Built for modern businesses

One system built to run
different businesses

CekBook adapts to different business models. Give each company its own private workspace, then manage customers, bookings, invoices, payments, and daily operations from one dashboard.

Sports and Fitness

Trainers, gyms, classes, and equipment rentals. Manage members, schedules, invoices, and follow ups in one place.

Beauty Services

Salons, spas, nails, and lash services. Manage bookings, customers, reminders, and payments in one place.

Studios and Rentals

Studios, classes, photographers, and rentals. Handle bookings, deposits, and client communication cleanly.

Government and Finance

Government offices, councils, call centers, and financial services. Track cases, schedule appointments, and keep records organized.

Coaching and Advisory

Coaching, counseling, advisory, and spiritual services. Manage sessions, notes, invoices, and recurring clients with clarity.

Driving Schools

Driving schools and instructors. Schedule lessons, assign trainers, track payments, and monitor student progress.

Education and Tutoring

Schools, colleges, libraries, and tutoring centers. Manage admissions, schedules, billing, and parent communication.

Clinics and Healthcare

Clinics, dental practices, and therapy centers. Manage appointments, records, staff schedules, and billing securely.

Pricing

Agency or individual?
Cekbook fits both.

choose replace with Choose a plan based on your needs. Upgrade anytime as your business grows.

Save with yearly Save 30%
Starter

$29/Month

$290/Year

For solo founders and early stage teams.

  • Users: 5
  • Modules: 12
  • CRM & Contacts
  • Invoices & Payments
  • Proposals & Estimates
  • Lead Management
  • Tasks (Kanban)
  • Projects
  • Support Tickets
  • Lead Scoring
  • Knowledge Base
  • HR Records
  • Accounting
  • e-Invoicing
  • Workflow Automation
  • Email Integration
  • Google Workspace
  • Payroll
  • Appointly
  • Affiliate Management
  • API Access
  • Support: Email
Pro

$499/Month

$4990/Year

For high-volume teams running complex operations.

  • Users: 150
  • Modules: All 23
  • CRM & Contacts
  • Invoices & Payments
  • Proposals & Estimates
  • Lead Management
  • Lead Scoring
  • Tasks (Kanban)
  • Projects
  • Support Tickets
  • Knowledge Base
  • HR Records
  • Accounting
  • e-Invoicing
  • Workflow Automation: Advanced
  • Email Integration
  • Google Workspace
  • Payroll
  • Appointly
  • Affiliate Management
  • API Access
  • Support: Phone
Prices exclude taxes. Usage limits reset on renewal.
Need custom limits or enterprise setup?
Testimonials

What teams say about CekBook

Teams use CekBook to manage clients, invoices, tasks, and support in one system. Here is what that looks like in real work.

author
Ariana Lopes
Agency Owner

We moved client work into Cekbook and stopped juggling five tools. Invoices, proposals, projects, and tasks are connected, so my team knows exactly what to do next.

author
Imran Hasan
Operations Manager

The biggest win is billing control. Estimates turn into invoices, payments are tracked, and expenses are logged without messy spreadsheets. Month-end reporting is finally clean.

author
Sarah Nguyen
Customer Support Lead

Support tickets changed everything. Every ticket is tied to the customer record, so we see history, invoices, and open tasks before replying. Responses are faster and consistent.

author
David Mensah
Freelance Consultant

I only needed a simple system: leads, proposals, contracts, and invoices. Cekbook keeps it lightweight but structured. Nothing feels buried.

author
Mila Petrova
Project Coordinator

Tasks and projects are finally easy to track. We assign work, attach files, and keep every update in one thread. It reduced follow-ups inside the team.

author
Noah Reed
Sales Lead

Lead tracking is simple and practical. We can see what stage a lead is in, send a proposal, and convert to a customer without re-entering data.

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FAQ

Answers to the most common questions about Cekbook

Pricing, limits, workspaces, domains, billing. Here is what you actually need to know before you start.

Cekbook is a business system for agencies and individuals who need CRM plus operations in one place. You can manage clients, invoices, projects, tasks, proposals, and support tickets without juggling multiple tools.
Yes. Cekbook is built for separate workspaces so each client or team stays isolated. Your data stays segmented, and you can control access per workspace based on the plan you choose.
Not always. Cekbook can work without a wildcard SSL in many setups. If you want subdomains or custom domains for each workspace, you may need the right DNS and server configuration.
Each plan includes monthly limits for key items like invoices, customers, contracts, projects, estimates, credit notes, payments, items, proposals, expenses, tasks, support tickets, leads, and staff. Limits reset on your renewal date. If you hit a cap, upgrade to increase your limits.
Cekbook uses the built-in billing and payment flow, so you can charge subscriptions using your existing payment gateway setup. Monthly or yearly billing depends on the plan you select. You can upgrade anytime, and changes take effect immediately based on your billing rules.
Workspaces are isolated to keep client data separated. You can also apply storage controls to limit file uploads, backups, and media usage based on your plan. If your business needs strict data custody, you can set up a model where the customer controls their own database credentials.
Yes. You can control access by plan, including what modules and features are available. That means you can keep Starter lean, and reserve advanced workflows for higher tiers, without maintaining separate systems.
box box doll doll

Run your business
on Cekbook.

  • No credit card required
  • Isolated workspace for each company
  • Designed for teams and growing businesses