Clientish

About Clientish

Deep Dive with Clara AI

Clientish is an all-in-one client operations platform built for agencies, freelancers, consultants, service businesses, and professional teams. ???? It connects the complete client journey in one platform: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery ???? Clientish helps businesses manage leads and CRM, clients, services, orders, projects, tasks, internal and remote teams, roles and permissions, invoices, subscriptions, payments, support tickets, files, reports, notifications, and communication without relying on multiple disconnected tools. ???? Clients also get their own dedicated portal where they can browse services, place and track orders, submit requirements, request revisions, view and pay invoices, manage subscriptions, open support tickets, exchange files, and communicate with the business. ???? By connecting client management, work delivery, billing, communication, and support, Clientish helps service businesses organize operations and provide a smoother customer experience from the first lead to final delivery.

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Pricing

Free Trial Available
Starts at $23.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers
Individuals

API Support

Not available

Modes of Support

Business Hours, Online

Clientish Features

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CRM Features

Unique Features

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Invoice Management Features

Tax & Compliance Management

Payment Tracking & Reconciliation

Automated Invoice Capture (OCR)

Invoice Creation & Processing

Approval Workflow Automation

Integration with Accounting Systems

Reporting & Analytics

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Client Onboarding Features

Client Communication Tools

Offers support through chat, email, or in-app messaging throughout the process.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Dashboard

A digital insight of reports and other workings on a single screen

Document Management

Ability to store and manage various information and documents in electronic format.

Workflow Builder

Empowers teams to design precise, step-by-step workflows with clarity and ease.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Project Management Features

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Percent-Complete Tracking

Percentage of work done on estimated items.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Task Management Features

Subtasks

Helps to create and manage subtasks that forms part of a larger piece of work to be done

Deadline Management

Allows to set, track, and manage deadlines for tasks, projects, or goals. It ensures that tasks are completed on time, promoting efficiency and productivity.

Comments (Notes)

To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.

To-do List

It helps add a list of tasks you need to complete or things you want to do.

Task Prioritization

Facility to rank the tasks in the order you will do it

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Time Tracking

Helps in tracking the task assigned to different team members or teams

Task Scheduling

Helps in scheduling various tasks for proper implementation of the same

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Percent-Complete Tracking

Percentage of work done on estimated items.

Dependency Management

Helps in identifying, documenting, and managing relationships between tasks, resources, and other projects to ensure a project's smooth progression and timely completion.

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Gantt Charts

Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quickly

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Financial Services CRM Features

Contact & Account Management

Client Relationship Management

Document Management

Ability to store and manage various information and documents in electronic format.

Integration with Financial Systems

Sales Pipeline & Opportunity Management

Compliance & Regulatory Tracking

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Clientish Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Starter $23.00 $29.00 per month

Built for freelancers and small teams. Includes up to 10 clients, 30 orders, 30 support tickets, 5 team members, client portal, invoicing, subscription billing, task management, order management, file sharing, and Team Messenger.

Start Free Trial

Growth $39.00 $49.00 per month

Built for growing agencies and service businesses. Includes up to 50 clients, 100 orders, 200 support tickets, 500 leads, 15 team members, 5 remote team members, 1 co-admin, client live chat, leads and pipeline, invoicing, payments, and Team Messenger.

Start Free Trial

Pro $79.00 $99.00 per month

Built for scaling teams that need more control and flexibility. Includes up to 100 clients, 200 orders, 300 support tickets, 1,000 leads, 30 team members, 15 remote team members, 3 co-admins, full white-label branding, client live chat, billing, and support.

Start Free Trial

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