Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Key Features
A short tour of every module in Clientish, with a link to each guide.
Every module in Clientish, in one short tour. Each card says what the module does and links to its full guide.
Overview
Clientish covers the whole client journey, from the first lead to the final payment, and the team that does the work. The modules below are grouped by what you use them for.
Run the business
Dashboard
Revenue, clients, active orders and open tickets at a glance, charts for the period you pick, and the five setup steps for a new workspace.
Leads
Leads come in from your contact forms, by hand or by CSV import. Assign them to one or more team members, set follow-ups, merge duplicates, email a lead or share a chat link, and convert them into clients.
Proposals
A branded proposal your client or lead opens from a link. They can accept and sign it, decline it, or ask you a question.
Clients
A profile for each client with their orders, invoices, tickets, files and hours. Give them portal access, sign in as them, and track their wallet balance.
Reports
Revenue, Services, Clients, Orders, Statuses, Accounts, Coupons and Time, for any date range.
Sell and deliver
Services
One-time or recurring services with pricing tiers and add-ons, organised in categories and folders. Each service can have its own payment link.
Forms
Order, contact, intake and onboarding forms with 33 field types, including Captcha and Calendly, conditional rules, and a link you can share anywhere.
Orders
Table, Kanban or card view. Five statuses to start with (Pending, Submitted, Working, Complete, Canceled) plus your own, due dates, messages, project data and a Google Drive folder per order.
Tasks
Order tasks that move from Pending to Working to Done, with overdue and late ones flagged, plus to-do lists for your own work.
Files
Every file in one library. Uploads are kept small (500 KB on the Files page, 100 KB elsewhere), so larger files are shared as Google Drive links.
Bill and get paid
Invoices
Invoices with tax rules per country, partial payments, refunds and your own numbering format, in your workspace currency.
Subscriptions and coupons
Recurring billing every week, month, quarter or year, and fixed or percentage coupons with a usage report.
Payments
Stripe, PayPal, Paddle, SSLCommerz or Manual Banking, with a test mode for trying payments before you go live.
Support and talk
Tickets
Support tickets with Urgent, High, Medium and Low priority, response times, saved replies and client ratings.
Team Messenger
Channels and direct messages for your team, with reactions and threads.
Notifications and Email Log
In-app notifications, and an Email Log that shows whether every email reached its recipient and why not.
Your team
Team members
Roles such as Admin Manager and Manager, your own custom roles, departments and per-member permissions.
Remote members
Freelancers and contractors with Full, Limited or Read-only access and their own work board.
Time Tracking
Remote members track time and submit timesheets. You approve and pay them, and bill clients for the hours.
Connect and secure
Integrations
Your own mail server (SMTP), Google Calendar, Google Drive, Google reCAPTCHA and MailChimp.
Webhooks & API
Send events to other apps with webhooks, and give your own tools access with API keys.
Security
Email sign-in codes for client portal logins, account lockout after repeated wrong passwords, and reCAPTCHA on every login.
Import & Export
Import clients, leads and services from CSV files, and export your data when you need it.
Portals
Client portal
Your clients see their orders, invoices, tickets, files and hours to approve, in your brand colour.
Team and remote dashboards
Your team members and remote members each get their own dashboard with only what they are allowed to see.
Clientish Portal
Your own Clientish plan, invoices, payment methods and support, plus the affiliate programme.
Tips & Best Practices
New to Clientish? Start with Welcome to Clientish and the setup steps on your Dashboard, then come back here for the modules you need.
Frequently Asked Questions
Are all modules on every plan?⌄
Leads and client Live Chat are not on the Starter plan. What each team member can use also depends on their role.
Does the free trial include everything?⌄
Yes, every module is open during the 14-day Free Trial, with limits on how many records you can add. See Free Trial.