Clients, delivery, billing and support in one workspace
Manage Clients, Projects, Teams & More — All in One Platform
From the first enquiry to the paid invoice — leads, orders, tasks, tickets, team and reporting, all pointing at the same record. Your clients get their own portal; you get the whole picture.
One Continuous Trail
Six Stages, One Record
Nothing gets re-typed between stages — the same record carries the brief, the money and the history all the way through.
The Problem
Six Tools That Don’t Talk to Each Other
Most agencies run on a spreadsheet, a board, a payment page and three inboxes. Nothing is linked, so somebody has to be the glue.
Why Clientish Is Different
Six Things No Spreadsheet Can Do For You
Not a longer feature list — these are the things that change how the business actually runs.
New
Every Enquiry Becomes a Lead You Can Chase
Contact and onboarding forms all land in one Leads inbox — with an owner, a next step and a board that shows exactly where each conversation stalled.
Order Form
One Link Turns a Stranger Into a Paid Order
Share one link — no website needed. They pick a service, answer your brief, and pay. The client record, the order and the invoice all exist before you open your laptop.
Payment Links
Three Ways to Get Paid Without a Website
Every service can be sold on its own link. Share it anywhere — the client picks, briefs and pays, and the order lands in your dashboard already funded.
Clients
One Profile Holds Their Whole History
Open a client and see every order, invoice, ticket, subscription and file against their name — with the balance they still owe at the top.
Orders
Every Project Lives in One Order
Status, deadline, assigned team, the brief the client filled in, messages, files and the invoice — all on one screen. Switch between table, Kanban and card views as the work moves.
Order Tasks
Every Order Splits Into Owned Work
Break an order into tasks, give each one a person and a date, and completion rolls up on its own. Nobody has to build a status report.
Team & Assignment
See Who’s Loaded Before You Promise a Date
Open tasks per person, in-house and remote, with what’s overdue against each name. Assign the next order to whoever actually has room.
What’s Inside
Every Module You Need, Nothing You Don’t
Beyond the core flow, these are the day-to-day controls. Pick one to see what’s inside.
The Small Things That Keep Work Moving
Checklists that aren’t tied to an order, files against the client, the brief they filled in, and the rating they left when it shipped.
Decide Who Sees What, Module by Module
Roles set what each person can open. Co-admins share the load, departments group the roster, and every action lands in the activity log.
What Happens After You Deliver
Clients request revisions on the order itself, rate the work when it lands, and pull every delivered file from the same screen — no email thread to dig through.
Support Tickets
Support That Can’t Quietly Slip
Every request gets a priority, an SLA clock and an owner — attached to the order it’s about. Breaches escalate instead of sitting unread.
Automated Email
Fourteen Emails That Send Themselves
Welcome mails, receipts, due-date notices, expiry alerts and out-of-hours replies. Edit the wording once; the platform sends them on the right event.
Client Portal
A Portal That Sells, Not Just Reports
Their own login on your domain, with a service catalogue, a cart and a wallet — so clients re-order, top up and settle invoices without waiting on you.
Role-Based Access
Four Dashboards, Each Showing Only What It Should
Invoices & Subscriptions
Bills That Chase Themselves
Every order raises its invoice. Reminders go out before the due date, receipts on payment, and recurring plans re-bill without anyone touching them.
Reports
Know What You Earned Without a Spreadsheet
Seven reports — revenue, services, clients, orders, statuses, accounts and coupons — each with a date range and a CSV export.
The Platform Underneath
Built to Run as Your Own
Branding, security, payments and integrations — the parts clients never see, but you feel every day.
Your Brand, Your Domain
Clients never see ours. The portal runs on your subdomain, in your colours, sending mail from your own server.
Your Data Stays Yours
Two-factor sign-in, permissions per module, and a full audit trail of who did what — with export any time you want it.
Six Gateways, One Checkout
Take card, wallet or bank transfer in any currency. Tax rules, invoice numbering and reconciliation are handled for you.
Connects to What You Already Run
Push events out, pull data in, or build on the API. Import your existing clients and services on day one.
Everyone Hears Only What Matters
Seven notification groups, each switched on or off per person. Unread badge in the header, desktop alerts if they want them.
Pricing
Start Free, Grow Into a Plan
Fourteen days free on every module, no card required — from solo freelancers to large teams.
Pick the plan that fits today and upgrade any time 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 $149
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, Giant Marketers
Set up in minutes
One Workspace. Every Client.
Try the whole platform free for 14 days — every module, every dashboard, no card required.
30+
Core modules
4
Dashboards included
< 2 hrs
Median support reply