Clientish — All-in-One Client Management Software
Clientish is an all-in-one client management software built for agencies, freelancers, consultants, service businesses, and professional teams to manage leads, clients, orders, projects, tasks, teams, invoices, payments, communication, and support from one place. It brings together the core capabilities businesses often look for in client management software for agencies and service-based teams.
Instead of managing leads in one tool, project requirements in email, tasks in another app, invoices in separate billing software, and client conversations across different channels, Clientish brings the core client workflow together:
✅ Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery
✅ Leads and CRM
Clientish includes CRM software for agencies and service businesses that need to manage prospects before they become clients. Capture leads from a website, track owner, status, source, value and notes, schedule follow-ups, send or schedule emails, track email opens, detect and merge duplicates, and maintain a complete activity timeline.
Prospects can also communicate through a private magic-link Lead Chat without creating an account. Once a deal is ready, a lead can be converted into a client without recreating the record.
✅ Client Management
Keep client information and related activity together. Client profiles can include contact and billing details, notes, lifecycle status, balance, assigned team members, orders, invoices, tickets and activity history. Clientish also supports duplicate merging, saved filters, bulk actions, spreadsheet imports and exports.
✅ Services, Forms and Client Intake
Clientish supports client onboarding software for agencies and service businesses through service catalogues, order forms and structured intake. Create services with pricing options, descriptions, images, categories and folders, then attach intake forms to collect project requirements when an order is placed.
Conditional logic can show, hide, require or branch questions based on previous answers. Public forms and service payment links make it possible to connect Clientish workflows with a business website.
✅ Orders, Projects and Tasks
Clientish combines order management software for agencies and project management software for agencies with structured task workflows. Manage orders with custom statuses, project/intake data, revisions, assignments, notes, tags, files and history.
Orders can be assigned to internal or remote members and broken into tasks and sub-tasks with owners, due dates, statuses and completion tracking. These task management software for agencies capabilities also include a workspace-wide task board and per-member task views. Each order can have separate client-facing and internal team conversations, helping teams keep client communication separate from internal discussion.
✅ Team and Remote Member Management
Clientish supports internal employees and remote workers or contractors through separate structures. Businesses can manage team members, departments, designations, roles and individual permissions.
Remote members have separate roles, statuses, permissions, assignments and portal access. Work assignments can include descriptions, files and statuses, allowing businesses to coordinate client work without giving every person the same level of access.
✅ Roles and Permissions
Granular permissions help control what each person can access. Permissions cover orders, tickets, clients, leads, invoices, services, forms, Live Chat, Team Messenger, team management, remote members and settings.
Businesses can separately control sensitive information such as client email addresses, order and invoice amounts, client balances, refunds and payment settings. Department scoping can further restrict access to relevant orders, invoices, services, reports and team data.
✅ Branded Client Portal
Clientish provides client portal software for agencies and service businesses, giving clients their own branded place to browse services, use the cart, place orders, complete intake forms, track order status and history, request revisions and communicate with the business.
They can also view and download invoices, make payments through configured payment options, manage subscriptions and payment methods, use balance/deposits, open support tickets, use Live Chat, receive notifications and manage their profile.
✅ White-Label Agency Portal
Clientish also supports a white-label client portal for agencies that want a more consistent branded client experience using their own company name, logo, brand colour and workspace subdomain.
Eligible higher-tier plans can also remove the “Powered by Clientish” branding. This gives agencies and service businesses a client-facing environment that better reflects their own brand while clients access services, orders, invoices, payments, tickets and communication.
✅ Live Chat and Team Communication
Client Live Chat supports real-time conversations, file and image attachments, pasted screenshots, typing indicators, read receipts, reactions, message editing, conversation transfer, pinning, search, presence and out-of-hours auto-replies.
Team Messenger keeps internal communication separate with channels, direct messages, @mentions, threaded replies, reactions, files, typing indicators and presence. Orders and support tickets also maintain their own contextual conversations.
✅ Support Tickets
Manage client support using configurable statuses, priorities, tags, assignments and CC watchers. Tickets support saved replies, attachments, internal team messages, notes, typing indicators, response-time expectations, related orders, history and client ratings.
✅ Invoices, Payments and Subscriptions
Create invoices with line items, taxes, discounts, coupons and processing fees. Invoices can be emailed, downloaded as PDFs, shared through public payment links, manually marked as paid and refunded when required.
Supported payment options include Stripe, PayPal, Paddle, aamarPay, SSLCommerz and manual bank transfer. Clientish also supports saved payment methods, client balance and deposits, tax rules, country-based tax rates, processing fees and payment test mode.
Recurring services can be managed through subscriptions with service, amount, billing cycle, next payment date, status and history. Coupons can use percentage or fixed discounts, usage limits, expiry dates and service restrictions.
✅ Email, SMTP and Notifications
Each workspace can configure its own SMTP and test the connection. Editable email templates support workflows such as signup, verification, password resets, orders, invoices, payments, tickets and subscriptions.
Templates support shortcodes and live preview, while the Email Log records recipients and outcomes. Lead emails can also be scheduled.
In-app notifications cover orders, invoices, payments, tickets, messages, Live Chat, mentions, leads, subscriptions, deposits and other supported events, with configurable notification preferences.
✅ Files, Reports and Activity
Files shared through orders, tickets, Live Chat, Team Messenger, work assignments and other supported areas are catalogued in the Files section for easier search and access.
Reports cover revenue, services, clients, orders, statuses, accounts, coupons and assigned orders, with date filtering and supported exports. Activity and history logs provide visibility into actions and changes across the workspace and individual records.
✅ Security and Account Controls
Clientish includes email verification, Google Sign-In, password recovery, failed-login lockout, Google reCAPTCHA and session/device management.
Two-factor authentication can use emailed codes or an authenticator app (TOTP), and businesses can require 2FA across their workspace. Users can review sessions and sign out other devices, while account changes such as email and password updates use confirmation workflows.
✅ Integrations
Clientish supports integrations across payments, email, marketing, analytics, calendar and security, including supported payment gateways, workspace SMTP, Mailchimp, Google Analytics, Google Tag Manager, Google Calendar and Google reCAPTCHA.
Integrations can be configured and, where supported, enabled, disabled and tested from the workspace.
✅ Five Dedicated Portals
Clientish provides five separate portal experiences for different users:
✔ Agency Dashboard — for owners and co-admins managing the workspace.
✔ Client Portal — for clients managing services, orders, invoices, payments, subscriptions, support and communication.
✔ Team Portal — for internal employees, with access controlled by permissions.
✔ Remote Member Portal — for contractors and virtual staff with separate roles and permissions.
✔ Consumer Portal — for the business to manage its own Clientish plan, usage, invoices, subscriptions, payment methods, add-ons and platform support.
✅ Why Clientish?
The value of Clientish is not one isolated feature. It is the continuity between the different stages of client work.
A lead can become a client without recreating the record. Client information stays connected to orders. Orders can contain requirements, tasks, assignments, files and conversations. Billing stays connected through invoices, payments and subscriptions, while tickets and Live Chat support the relationship after delivery.
For businesses currently managing these processes through a mix of spreadsheets, forms, email, chat apps, project tools, invoicing software and support systems, Clientish provides one software environment for managing more of the client journey.
Who Is the Company Behind Clientish?
