Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
What is Clientish?
One workspace for client work: leads, proposals, orders, invoices, payments, support, and your team and remote members.
Clientish is a client, order, and team management platform built first for agencies and equally suited for freelancers, consultants, solo professionals, service businesses, and professional teams. It brings client management, orders, projects, communication, invoicing, payments, support, files, and team collaboration together in one centralized workspace.
Overview
Agencies use Clientish to onboard clients, run orders through a defined pipeline, invoice and get paid, support clients through tickets and live chat, and coordinate in-house and remote team members — all from one dashboard, with a matching portal each client and team member can log into themselves.
It is one product with five areas to sign in to: the agency dashboard for the business, the client portal for its clients, the team dashboard for its staff, the remote dashboard for remote members, and the Clientish Portal where the agency manages its own Clientish plan.
Who Can Access
Bring Your Client Workflow Into One Platform
Why Choose Clientish?
Who It’s Built For
Whether you work independently or manage a growing team, Clientish brings your clients, work, communication, and billing into one connected platform.
Tips & Best Practices
Evaluating Clientish against spreadsheets or generic project tools? Read Key Features next.
Frequently Asked Questions
Is Clientish only for design/marketing agencies?
No — Clientish is used by design, marketing, bookkeeping, content, and service agencies of any kind.
Do clients need to install anything?
No — clients access their own Client Portal from a browser link.
Is there a free trial?
Yes. The Free Trial plan runs for 14 days, needs no card and opens every feature, with limits on how many clients, orders and other records you can add. Nothing is charged unless you pick a plan. See Free Trial.
Do I need a website to use Clientish?
No. Your workspace comes with its own subdomain, and order and contact form links can be shared directly — by email, DM, or anywhere else you talk to clients.
Can I use it as a solo freelancer?
Yes. Everything works with a team of one, and you can add members later without changing how anything is set up.