SaaS · Client management for professionals
Cliently
The whole client relationship for a CA, lawyer, doctor, consultant or freelancer, from lead to customer to service to payment to repeat business. Choosing a profession pre-loads its client fields, services, document checklists and message templates.
- Pipeline: eight-stage lead board, follow-ups, pinned notes and a full timeline
- Diary: appointments from working hours and holidays, clash-proof, with recurrence
- Billing: GST invoices, estimates and credit notes with a UPI QR on every bill
- Documents: versions, expiry and "3 of 4 received" request checklists
- Client portal: clients pay, upload, book and message from one link
- Automation: trigger-and-action rules, WhatsApp/SMS/email templates, reports
React PWATypeScriptPHPMySQLUPI
Open Cliently ↗