Clients, delivery, billing and support in one workspace
All-in-One Client Management Software for – Agencies, Freelancers & Teams
From the first lead to the paid invoice, your leads, orders, tasks, tickets, team and reporting all live on the same record. Clientish is all-in-one client management software for agencies, freelancers and service teams — with a branded client portal your clients log into.
One Continuous Trail
Six Stages, One Record
Nothing gets re-typed as a client moves from one stage to the next. The same record carries their brief, billing, and full history from the first enquiry through every order, payment, and renewal.
The Problem
Six Tools That Don’t Talk to Each Other
Most agencies, freelancers and teams run on a spreadsheet, a board, a payment page and three inboxes — none connected. Clientish all-in-one agency client management software lets you manage clients, orders, invoices and support together in one place — client portal software for small businesses that replaces the whole scattered stack.
Why Clientish Is Different
Six Things No Spreadsheet Can Do For You
These aren’t just extra features—they change how you manage clients and run your business every day. From selling services and creating orders to keeping clients updated, automating follow-ups and tracking everything in one place, Clientish takes care of the work a spreadsheet simply can’t.
New
Every Enquiry Becomes a Lead You Can Chase
Contact and enquiry forms land in one Leads inbox, each with an owner, a clear next step, and a board showing exactly where every conversation stands. Chat with any lead through a private magic link before they even create an account.
Order Form
One Link Turns a Stranger Into a Paid Order
Share one link—no website needed. Your client picks a service, fills in the brief, and pays from the same place. The client record, order, and invoice are created automatically, so everything is ready before you even open your laptop.
Payment Links
Three Ways to Get Paid Without a Website
Every service can be sold through its own link. Share it anywhere—your client chooses the service, submits the brief, and pays in one flow. The paid order lands straight in your dashboard, ready for your team to get started.
Clients
One Profile Holds Their Whole History
With all-in-one client management software for agencies, everything connected to a client stays in one place. Open their profile to see every order, invoice, support ticket, subscription, and file, with their outstanding balance right at the top.
Orders
Every Project Lives in One Order
Our project management software with client portal keeps everything for an order in one place – status, deadline, assigned team, brief, tasks, messages, files, and invoice. Switch between table, Kanban, and card views while clients log into their own portal to follow progress from their side.
Order Tasks
Every Order Splits Into Owned Work
Break an order into tasks, assign each one to the right team with a deadline, and watch progress update automatically as work gets done. Everyone knows what they’re responsible for and what comes next – without anyone building a status report.
Team & Assignment
See Who’s Loaded Before You Promise a Date
See each team member’s workload—task count, progress, and what’s overdue – before taking on a new order or assigning the work. Give it to the team member who actually has capacity, so deadlines are based on real workload, not guesswork.
What’s Inside
Every Module You Need, Nothing You Don’t
Beyond the core lead-to-payment flow, these are the everyday controls that keep client work running — services, team access, tax, forms and the client experience. Pick a tab to see what’s inside.
The Small Things That Keep Work Moving
The everyday details matter too—quick checklists, client files, submitted briefs, and the feedback clients leave when the work is done. Everything stays connected and easy to find, so the small things never slow your team down.
Decide Who Sees What Across the Workspace
Give each person access to exactly what they need—hide client details, order pricing, or other sensitive information without limiting the work they need to do. Co-admins can share responsibility, departments keep teams organized, and every action is recorded in the activity log.
What Happens After You Deliver
Clients can request revisions directly on the order, rate the work once it’s complete, and access every delivered file from the same screen – no email threads to search through.
Support Tickets
Support That Can’t Quietly Slip
Every ticket has a priority and an SLA deadline, stays connected to the client and order it belongs to, and alerts the assigned team member before that deadline is missed. Live chat handles quick questions, so no client conversation gets left sitting in an inbox.
Automated Email
Fourteen Emails That Send Themselves
Welcome emails, receipts, due-date reminders, expiry alerts, and out-of-hours replies – for accounts, leads, invoices, payments, and subscriptions. Set the wording once, and each email sends automatically at the right moment from your own business email.
Client Portal
A Portal That Sells, Not Just Reports
Clientish client portal software for small agencies gives clients their own login on your subdomain to see orders, invoices, outstanding balances, and support tickets – all from one live dashboard. They can also buy your services directly from the storefront and watch order progress update in real time as your team works.
Role-Based Access
Four Dashboards, Each Showing Only What It Should
Clientish brings all-in-one client management software for agencies into four focused dashboards – Agency, Client, Team, and Remote. Everyone gets the information and tools they need, without seeing what they don’t.
Invoices & Subscriptions
Bills That Chase Themselves
A client portal with payment processing built in—the way freelancers and agencies manage clients and get paid. Every order raises its invoice, reminders go out before the due date, receipts arrive on payment, and recurring subscriptions re-bill automatically.
Reports
Know What You Earned Without a Spreadsheet
See where your revenue comes from across services, clients, orders, and accounts with eight built-in reports. Filter any report by date range, drill into the details, and export the data to CSV in one click.
Made to Feel Like Yours
Run Under Your Brands, Not Ours
A white-label client portal for agencies puts your brand in front of every client—from your own subdomain and colours to the emails they receive. Clientish stays behind the scenes, so the portal looks and feels like part of your business.
Your Brand, Your Domain
Clients only ever see your brand. The portal sits on your subdomain, in your brand colours, sending every email from your own server — Clientish stays invisible.
Security You Can Actually Point To
Secure client portal software with a client portal with audit log, two-factor sign-in and 50+ permissions—tracking who changed what, hashing passwords with bcrypt so even we can’t read them, while card numbers never touch our database.
Local or Global Payment, One Checkout
Take card, balance or bank transfer in any currency — with per-country tax, your own invoice numbering and automatic receipts, so clients pay the right amount and you never chase a payment.
Connects to What You Already Run
Connect your agency workspace to the tools you already use — your payment gateways, email lists, Google apps and existing client data — and, soon, link anything else with webhooks and an API.
Everyone Hears Only What Matters
Notification groups for every kind of update — each switched on or off per person. An unread badge in the header, desktop alerts if they want them, and control over which invoice emails reach clients.
Pricing
Start Free, Grow Into a Plan
Get a 7-day free trial with every feature, no card required—client portal software for freelancers, agencies, and large teams alike. Pick the plan that fits today and upgrade anytime as you grow.
Monthly
Yearly Save up to 61%
Starter
$29 $49
per month
10 clients · 30 orders
Growth
$49 $99
per month
50 clients · 100 orders
Pro
$99 $229
per month
100 clients · 200 orders
Enterprise
$149 $249
per month
Unlimited everything
★★★★★
“We replaced a spreadsheet, a Trello board, a payment page and two inboxes with one workspace. Onboarding a client went from a day of admin to about ten minutes.”
Hugo Laurent
Founder, PixelNova
Set up in minutes
One Workspace. Every Client.
Try the whole platform free for 7 days — every module, every dashboard, no card required.
30+
Core modules
4
Dashboards included
< 2 hrs
Median support reply