Clientish Reviews & Product Details

Clientish is a client management portal and CRM for agencies, freelancers and service businesses. Manage every client in one place, from the first lead to the paid invoice. • 4 branded portals: an agency dashboard for you, a team dashboard, a remote team portal for freelancers and a client portal, all under your logo and colours on your own domain. Clients use the portal in the browser or install it as your branded app on their phone, and can invite their own colleagues with their own permissions. • Leads and CRM: leads from your forms, Facebook and Instagram Lead Ads, Calendly and Cal.com, by hand or by CSV. Assign them, set follow-ups, merge duplicates and convert them into clients. One profile per client with orders, invoices, tickets, files and hours. Proposals clients accept and sign online. • Orders and delivery: services with pricing tiers and add-ons, order and intake forms with 31 field types, orders in table, Kanban or card view, tasks, to-do lists, recurring orders, and file proofing where clients pin comments, approve or ask for changes on each version. • Team: roles and permissions, remote members, time tracking with timesheets, and Team Messenger, with channels and direct messages for your team. • Billing: invoices with tax rules, partial payments and refunds, subscriptions, coupons and payment links, paid straight into your own accounts through 12 payment gateways. Clientish takes no fee. Invoices go on to QuickBooks or Xero. • Support: tickets with priorities and response times, live chat, and a help center for your clients. • Reports: revenue, services, clients, orders, statuses, balances, coupons and time. Client reports show any report inside each client's portal: AgencyAnalytics, DashThis, Databox, Whatagraph, Looker Studio, Google Sheets, Google Docs, Airtable, Notion, Figma, Miro, Frame.io, Loom, or any other tool by its share link. You see who opened each one. • Security: two-step sign-in for your team and clients, login lockout, reCAPTCHA and activity logs. • Automation and AI: 40 automation triggers with 18 ready-made rules, email from your own SMTP server, an AI assistant on your own key (8 AI providers), and AI Connections (MCP) for Claude, ChatGPT, Cursor and Codex. • 51 integrations: 12 payment gateways (Stripe, PayPal, Paddle, SSLCommerz, Razorpay, Paystack, Mollie, PayFast, Braintree, Authorize.net and manual banking), QuickBooks and Xero, Slack, Microsoft Teams, Discord and Telegram alerts, WhatsApp, SMS (Twilio) and Telegram messages in live chat, Google Drive, Calendar, reCAPTCHA and Tag Manager (Google Analytics 4 and ad tracking), MailChimp and ActiveCampaign, Facebook and Instagram Lead Ads, Calendly and Cal.com, client reports from any tool, Zapier and Make, a REST API with webhooks, and imports from ClickUp, Asana, Monday.com, Trello and Notion. • Proposals: 18 ready-made templates and 11 design styles. The client accepts with a typed e-signature, and Clientish creates the invoice and the order by itself. A lead becomes a client at the same time. • Time tracking: remote members track time on their work, you approve and pay their timesheets, and you can bill clients for the tracked hours. • Ask AI: answers questions about your orders, clients, invoices and tickets from any page, drafts client updates and ticket replies, and makes changes only after you press Confirm. It never deletes anything or moves money. Plans start at $9.99/month, or $8/month billed yearly. 14-day free trial, no credit card needed.