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Key Features

4 min read

A complete tour of every module in Clientish — 300+ features across 30 modules.

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Leads
NEW
  • Everyone who has enquired, in a list or board view
  • Leads arrive by themselves from your public contact and order forms
  • One owner per lead, assigned from the list
  • Follow-up dates turn amber when due and red when late, and the owner is reminded
  • Duplicates are caught as they arrive and offered for merging
  • One button turns a lead into a client

Authentication & Security
  • Email/password login, email verification, and email-based 2FA
  • Password reset, session management, and 3-attempt login lockout
  • reCAPTCHA bot protection and API token authentication
  • Sign-in-as impersonation for clients, team, and remote members

Dashboard
  • Revenue, clients, orders, tickets, and average-invoice KPI cards
  • Revenue chart, order status chart, and ticket metrics chart
  • Recent activity feed, quick reports, and quick export menu

Order Management
  • Create, edit, duplicate, and bulk-manage orders with 10+ custom statuses
  • Table, Kanban, and Grid/Card views , with a deadline on every order
  • Order timeline, threaded messaging, ratings, and tags
  • Order tasks with assignment, due dates, and checklists
  • Intake forms (Project Data) per service, with conditional logic
  • Search, multi-filter, and CSV export

Client Management
  • Full contact details, status, assigned team, and audit history
  • Client balance/wallet and full order and invoice history per client
  • Merge duplicate clients and sign-in-as client
  • Bulk import/export and advanced search & filtering

Invoice & Billing Management
  • Create, edit, duplicate invoices with a line-item picker and custom numbering
  • PDF generation, email delivery, and shareable payment links
  • Full and partial refunds, automatic tax calculation, recurring invoices
  • Multi-currency support with per-country tax rules and rates

Service Catalog
  • Categories, rich descriptions, images, and status (Active/Draft/Archived)
  • One-time, recurring/subscription, and multi-tier variant pricing
  • Direct payment links per service, plus tags and bulk import/export
  • Custom intake form builder per service, with conditional rules

Form Builder
  • 18+ field types — text, selection, file upload, signature, address, spreadsheet, and more
  • Drag-and-drop reordering and conditional show/hide logic
  • Public form sharing via link, with preview and submission export

Ticket / Support System
  • Custom statuses, High/Medium/Low priority, and SLA tracking
  • Threaded conversations with file attachments and follow/unfollow
  • Web, email, chat, API, and phone source tracking
  • Client satisfaction ratings and full export

Tasks & Todo Lists
  • Order sub-tasks with assignment, due dates, and checklist items
  • Status tracking: Pending, In Progress, Completed, Overdue, Late
  • Personal todo lists, separate from order tasks

File Management
  • Upload up to 20MB, with type filtering and source categorization
  • Search by name and filter by upload date range

Team & Remote Members
  • Roles (Admin Manager, Manager, Contractor) with granular permissions
  • Remote members with Full/Limited/Read-Only access and time zone tracking
  • Work assignment workflow: Assigned → Processing → Working → Completed
  • Designations, profile photos, and sign-in-as for testing

Subscriptions & Coupons
  • Recurring billing with pause, resume, cancel, and auto-renewal
  • Monthly/annual billing cycles linked to clients
  • Fixed or percentage coupons, service-specific, with usage analytics

Messaging, Live Chat & Notifications
  • Team chat with channels, direct messages, reactions, and threads
  • Client live chat with business hours and auto-response
  • Real-time notification center with read/unread and search

Payment Gateways
  • Stripe, PayPal, Wise, AmarPay, SSLCommerz, and Paddle
  • Saved cards, default payment method, and billing address management
  • Manual payment recording and full payment history

Reports, Integrations & Import/Export
  • Revenue, services, clients, orders, statuses, accounts, and coupon reports
  • Twilio, webhooks, and reCAPTCHA integrations with connection testing
  • Import/export for clients, services, orders, invoices, and more

Email Templates & Settings
  • 20 customizable email templates with variable placeholders and per-workspace SMTP
  • Company branding, custom statuses, tags, and role/permission grid
  • Tax rules, invoice numbering, and full activity/audit logs

Affiliate ProgramComing Soon
  • Affiliate dashboard with referral link generation and one-click copy
  • Commission tracking (paid, pending, unpaid, canceled) and referral statistics

Four Dashboards, One Platform

Agency Admin Dashboard
Full control over orders, clients, invoices, and team

Client Portal
Clients track orders and pay invoices

Team & Remote Dashboards
Permission-gated assigned work

Clientish Portal
The agency’s own Clientish subscription

Platform Support for Agencies

Beyond agency-to-client support, Clientish’s own team supports every agency directly from a dedicated Super Admin platform ticket system:

Platform Ticket System
Agencies submit tickets from their dashboard or Consumer Portal

Live Chat with Support
Agencies can reach Clientish support in real time

Email Automation
Automated updates and follow-ups on service-related requests, by email

Internal Notes
Separate from the agency-visible reply thread

Tips & Best Practices

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Don’t try to enable every module on day one — start with Orders, Clients, and Invoicing, then layer in Tickets, Forms, and Team Chat as your workflow matures.

Common Issues

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Not seeing a module in your sidebar? It’s likely gated by your plan tier or your role’s permissions — check System Requirements or ask your Agency Admin.

Frequently Asked Questions

Are all these features available on every plan?⌄
No — some features scale with plan tier. See pricing for a full breakdown.

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