Clientish Documentation
Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.
New to Clientish? Start here
Five guides that take you from sign-up to your first paid order.
Get started
Set up your workspace and learn the basics.
Run your agency
Sell services, deliver orders and get paid.
Orders
12 guidesReports & Analytics
7 guidesYour team
Bring people in and control what they see.
Team Management
6 guidesRoles & Permissions
6 guidesRemote Members
6 guidesCommunication
6 guides- Team Messenger: Channels and Direct Messages
- Sending Messages in Team Messenger
- Live Chat with Clients
Time Tracking
5 guidesYour clients
What clients see and how they reach you.
Connect & extend
Integrations, API and your Clientish account.
Popular guides
What agencies read most.
Troubleshooting
Sign-in, email, payment and upload problems, with the exact messages people see.
Fix a problem →Still need help?
Can’t find the answer? Reach the Clientish team from your Clientish Portal.
Leads Guides
Lead management articles for capturing, assigning, following up, deduplicating, and converting enquiries.
Leads
Browse the latest Clientish documentation articles.
Where leads come from, the summary cards, status tabs, table and Kanban board.
Add a lead by hand, what is refused, and which leads you can edit.
Everything on one lead: the inquiry, pipeline, notes and activity.
Assign leads to your team and set follow-ups that remind them on time.
Talk to a lead through a private magic link, without them making an account.
Send or schedule emails to a lead and see which were opened.
Turn a lead into a client, with their first order and invoice if you like.
How duplicate leads are stopped, found and merged into one.
Import leads from a CSV file with the template, and export your leads.
The six lead statuses and what your pipeline is worth.
The 8 Leads permissions, your plan’s lead allowance, and who is told about what.