--- title: Clientility Reviews meta_title: 'Clientility Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Clientility works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 3 scale: '5' date_modified: '2026-08-25' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Clientility Reviews **Vendor:** Clientility **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) **Average Rating:** 5.0/5.0 **Total Reviews:** 3 ## About Clientility Clientility is an all-in-one Customer Relationship Management (CRM) platform tailored specifically for contractors, tradespeople, and service professionals. It streamlines business operations by integrating job management, client communication, and financial processes into a single, user-friendly application. Designed with a mobile-first approach, Clientility enables professionals to manage their businesses efficiently from anywhere, enhancing productivity and client satisfaction. Key Features and Functionality: - Job and Lead Management: Track every job from initial contact to final invoice, with tools to manage leads, schedules, and client information in one organized platform. - Professional Estimates: Create detailed, interactive estimates quickly, incorporating services, materials, and pricing adjustments, which clients can approve directly through a secure portal. - Invoicing and Payments: Convert approved estimates into invoices with ease, send them to clients, and monitor payment statuses to ensure timely collections. - Client Communication: Maintain clear and consistent communication with clients via automated updates, branded emails, and a dedicated client portal for tracking job progress and payments. - Team Coordination: Assign tasks, manage job progress, and synchronize with team members to keep everyone informed and aligned. - Scheduling and Calendar Integration: Utilize drag-and-drop scheduling with multiple views and sync with Google Calendar or Outlook to keep track of appointments and deadlines. - QuickBooks Integration: Seamlessly connect with QuickBooks to synchronize clients, invoices, and payments, ensuring accurate and up-to-date financial records. - Mobile Accessibility: Access all features through a mobile-optimized app, allowing for efficient management of business operations on the go. Primary Value and Solutions Provided: Clientility addresses the common challenges faced by service professionals, such as disorganized job tracking, inconsistent client communication, and delayed payments. By consolidating essential business functions into one platform, it enhances operational efficiency, improves client relationships, and accelerates cash flow. The intuitive design and mobile accessibility empower users to manage their businesses effectively from any location, reducing administrative burdens and allowing more focus on delivering quality services. ## Clientility Reviews ### 1. Streamlined Estimates and Payments for Contractors **Rating:** 5.0/5.0 stars **Reviewed by:** Chris G. | IronPeak Contracting, Construction, Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 10, 2026 **What do you like best about Clientility?** I like how Clientility keeps my jobs, customers, and payments organized. The ability to send estimates and invoices is really convenient. I particularly appreciate the 'Good, Better, Best' feature which lets me send three estimates at once, making it easier for customers to choose based on their budget. The milestone payment feature is also helpful, as it allows me to spread out payments for long-term jobs that can take up to three months. The initial setup was easy, especially with the help of a sales rep. **What do you dislike about Clientility?** I want to integrate with Profit Rhino, and Clientility doesn't have that. **What problems is Clientility solving and how is that benefiting you?** Clientility keeps my jobs, customers, and payments organized. I like sending estimates and invoices, plus the ability to offer 3 estimates at once with milestone payments simplifies lengthy projects. ### 2. Streamlined Client Management for Cleaning Services **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 06, 2026 **What do you like best about Clientility?** I use Clientility for my janitorial/cleaning business, and it helps me keep my customers and jobs organized. I like that it notifies customers when I am servicing their place, removing the manual step of having to individually tell them. The ease of use and affordability really stand out for me. We also enjoy the client portal, as it keeps my customers updated on the progress of the job I am doing. The initial setup was very easy, thanks to the one-on-one onboarding with the sales representative. **What do you dislike about Clientility?** We want them to integrate with CompanyCam, they do not have that right now. However, I saw that it is coming soon. **What problems is Clientility solving and how is that benefiting you?** Clientility organizes my customers and jobs, notifies customers automatically, and keeps them updated on job progress through the client portal. ### 3. Milestone Payments Simplified and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Manola A. | Owner, Construction, Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 25, 2026 **What do you like best about Clientility?** I like the milestone payments feature in Clientility. It properly displays the timeline, so customers always know when the next payment is due and what service I will be providing. The initial setup was pretty simple, and the demo was good. **What do you dislike about Clientility?** I am content with everything. **What problems is Clientility solving and how is that benefiting you?** I use Clientility to streamline creating estimates and managing milestone payments, which are clearly displayed on a timeline, ensuring my customers know the payment schedule and the associated services. - [View Clientility pricing details and edition comparison](https://www.g2.com/products/clientility/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-25+14%3A53%3A50+-0500&secure%5Bsession_id%5D=9e305bd2-030b-4e36-9bef-4f55b5d2e1d7&secure%5Btoken%5D=5c9876cf6f9030e7c621d1a6c04a2b7101d4e2f80eecf7cca8333507fb040e37&format=llm_user) ## Clientility Features **Generative AI** - AI Text Summarization - AI Image-to-Text - Generative AI **Before the Job** - Calendar - Dispatch - Roles - Booking **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales - Alerts/Notifications - Real-Time Notifications - Customizable Fields - Multi-Location - Payment Collection in the Field **After the Job** - Reports - Analytics - Billing & Invoicing - CRM Integrations - Accounting Integration - QuickBooks Integration - Third-Party Integrations - Customizable Reports **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Work Order Management - Checklists - Maintenance Scheduling - Parts Management - Service History - Residential Properties - Vendor Management - Customizable Forms - Purchase Order Management - Mobile Access - Dispatch Management - Task Scheduling - Calendar Management - Asset Tracking - Technician Management - Status Tracking - API - Document Management - Job Management - Preventive Maintenance - AI Copilot - Real-Time Reporting - Commercial Properties - Real-Time Data - Historical Reporting - Contract/License Management - Customer Database - Barcode/Ticket Scanning - Activity Dashboard - Facility Scheduling - Workflow Management - Inspection Management - Inventory Management - Predictive Maintenance - Routing - Forms Management - Chatbot - Documentation Management - File Storage - Electronic Signature - Self Service Portal - Service Level Agreement (SLA) Management - Personalization and Recommendation - Resource Allocation - GPS - Reporting & Statistics - Drag & Drop - Quotes/Estimates - Scheduling - CRM - Online Time Clock - Workforce Management - Activity Tracking - Contact Database - Productivity Analysis - Prioritization - Customizable Branding - Price and Cost Calculations - Performance Management - Equipment Tracking - Data Capture and Transfer - Time Tracking - Data Synchronization - Secure Data Storage - Location Tracking - Route Optimization - Offline Access - Real-Time Updates - Collaboration Tools - Chat/Messaging - Knowledge Management - Electronic Payments - Customer History - Inventory Control - Performance Metrics - Project Management - Client Portal - Driver ETA - Job Tracking - Automated Scheduling - Customer Management - Reminders - Work Order Creation - Equipment Maintenance - Data Import/Export - Search/Filter - Recurring Appointments - Contractor Management - Access Controls/Permissions - Workflow Automation ## Top Clientility Alternatives - [Jotform](https://www.g2.com/products/jotform/reviews) - 4.7/5.0 (5,187 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,773 reviews) - [Connecteam](https://www.g2.com/products/connecteam/reviews) - 4.6/5.0 (3,491 reviews)