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 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.
Streamline your service offerings by allowing clients to easily select and purchase packages through customizable order forms.
Efficiently generate detailed invoices for custom projects with itemized services and clear payment terms.
Simplify client onboarding with structured intake forms that gather all necessary information in one place.
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 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.
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Catalog
Your services catalog
A page inside the customer portal showing all your public services.
The Easiest 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.
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
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.
Organized into folders
Labore et dolore magna aliqua. Ut enim ad minim
Organized into folders
Labore et dolore magna aliqua. Ut enim ad minim
Organized into folders
Labore et dolore magna aliqua. Ut enim ad minim
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
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.
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.
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.
