Client, Project & Billing Management For Agencies..

On Board your clients, payments, and projects under one roof. All In One Solution for Digital Marketing, SEO, and Content agencies aspiring for growth.

Features

Designed for Digital Marketing, SEO, and Content agencies aspiring for growth.

What your agency requires is a structured system – a mechanism for staying organized, a foundation for growth.That’s precisely why we created Clientish – the singular platform designed to keep everything harmonized, aiding in the seamless scaling of your agency.

Best performance

You have accounts, invoices, projects and processes scattered across different tools. Things get lost and the client experience suffers.

Easy Configuration

Your agency needs a proper system. Something to stay organized, something to grow with.

Best Security

This is the reason we built SPP – the one platform that keeps everything in sync and helps you scale your agency.

Services

A seamless process for ordering & delivering your services.

All you require to maintain an organized workflow and ensure client satisfaction. Everything necessary to keep your processes streamlined.

Service packages with order forms
Custom project with invoice.
Project Status
Collaborate with team workspace
Sell service packages with order forms
Create invoices for custom projects
Use intake forms for client onboarding
Collaborate in a team workspace
Service & Order Form/Service List
Project Status & Progress
Organized & manage Task/Workflow
Team & Client Communication
Custom Invoice proposal
Issues Support Ticket

Services

A Smart process for ordering & delivering your services.

All you require to maintain an organized workflow and ensure client satisfaction. Everything necessary to keep your processes streamlined.

Sell service packages with order forms

Streamline your service offerings by allowing clients to easily select and purchase packages through customizable order forms.

Create invoices for custom projects

Efficiently generate detailed invoices for custom projects with itemized services and clear payment terms.

Use intake forms for client onboarding

Simplify client onboarding with structured intake forms that gather all necessary information in one place.

Collaborate in a team workspace

Work seamlessly with your team in a shared workspace, enhancing communication and project management.

Message

Client, order & project management, in one place

Manage clients, orders, and projects all in one centralized platform. Streamline communication, track progress, and organize every aspect of your workflow efficiently. With everything in one place, you can easily monitor client details, manage orders, and keep projects on track, ensuring smooth operations and increased productivity.

View as Contractor Possible Integration

Clients are happier when they stay on top of projects and results. With SPP, all communications are right there in the dashboard so that Everybody is on the same page – no excuses.

View Order Status
View Client Status
View Ticket Status
View Invoice

View as Client Possible Integration

Clients are happier when they stay on top of projects and results. With SPP, all communications are right there in the dashboard so that Everybody is on the same page – no excuses.

View Order Status
View Project Progress
View Services
Ticket

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Client Ever has been a key ingredient in our winning recipe for a successful productized service. It’s easy for staff to use and customers love the client portal software for managing their service account.

Catalog

Your services catalog

A page inside the customer portal showing all your public services.

The Easiest Possible Integration

Organized into folders

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Organized into folders

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Organized into folders

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CRM

Detailed customer CRM

Clients can securely update their billing details and payment methods without asking your team.

The Easiest Possible Integration

Organized into folders

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Organized into folders

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Organized into folders

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subscriptions

Handle subscriptions and requests

A page inside the customer portal showing all your public services.

Subscription management

Easily manage recurring subscriptions, allowing clients to update or modify their plans seamlessly.

Payment method management

Enable clients to add, update, or change payment methods, ensuring smooth and secure transactions.

Dunning emails

Automatically send reminders for failed payments, helping recover revenue with timely notifications to clients.

Testimonial

Loved form Customer

Notero loved from thoudsands customer worldwide and get trusted from big companies.

240+

Connected Active Client

4.8/5

Connected Active Client

“You can even send emails to Evernote and gather all of the things you need in a single.”

JURGEN K. / Senior Marketing At Br /Ator

“You can even send emails to Evernote and gather all of the things you need in a single.”

JURGEN K. / Senior Marketing At Br /Ator

“You can even send emails to Evernote and gather all of the things you need in a single.”

JURGEN K. / Senior Marketing At Br /Ator

Informations

Collect project information in
intake forms

Simplify your checkout flow by asking all the details after payment.

Drag and drop form builder

Effortlessly create forms by dragging and dropping a variety of field types, allowing easy customization for any type of form.

Spreadsheet data import

For large orders, clients can easily copy and paste their data directly from spreadsheets into the form.

Multi-page forms

Simplify long intake forms by dividing them into multiple pages, enhancing the client experience.

Incomplete form reminders

Automatically send customizable reminders to clients who haven’t completed their intake form within 24 hours.

Conditional logic for fields

Use if/then logic to show or hide fields based on client responses, enabling more advanced form setups.

Secure forms

Ensure only authorized clients who have purchased services can access and fill out your forms, maintaining confidentiality.

Flexible

Infinitely flexible and extendible

Extend your Client Portal with custom pages and reports.

Infinitely flexible

Advanced template editing

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Custom pages

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Integrated reporting

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Analytics

Analytics for data-driven agencies

Built-in reports let you see what your team has done, their response times and more.

Google Analytics

Native Google Analytics integration gives you detailed an
e-commerce event data.

Google Tag Manager

Native Google Analytics integration gives you detailed an
e-commerce event data.

Summary

Make repeat business easy

Your portal makes it easy for clients to upgrade and buy more services.

One login for everything

Give customers the option to upgrade or cancel subscriptions on their own.

Subscription management

Give customers the option to upgrade or cancel subscriptions on their own.

Built-in referral system

Give customers the option to upgrade or cancel subscriptions on their own.

COMMUNICATIONS

Trusted By Companies

We’ve made the negotiation with impact-first investors dedicated to expanding opportunities for small-sized businesses to make loans and early stage investments.

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