Clientish - 2026 Pricing, Features, Reviews & Alternatives

Clientish — All-in-One Client Management Software

Clientish is an all-in-one client management software for agencies, freelancers, consultants, and service teams. It unifies CRM, client portals, orders, tasks, invoicing, team messaging, and support.

✅ Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery

✅ Leads and CRM

Capture leads, track status, send emails, merge duplicates, and schedule follow-ups. Use private magic-link chat and convert leads into clients without recreating records.

✅ Client Management

Keep client contacts, balances, notes, orders, invoices, tickets and activity in one profile. Use filters, imports, and exports.

✅ Services, Forms and Client Intake

Create services with pricing, images, and categories. Collect requirements with conditional intake forms.

✅ Orders, Projects and Tasks

Manage orders, revisions, files, deadlines, and assignments. Break work into tasks and subtasks with owners and progress tracking.

✅ Team and Remote Member Management

Manage employees and contractors with roles, permissions, assignments, and remote portal access.

✅ Roles and Permissions

Control access to clients, orders, invoices, tickets, chat, and settings, including sensitive payment details.

✅ Branded Client Portal

Clients can browse services, place orders, track work, request revisions, download invoices, make payments, manage subscriptions, open support tickets, and use live chat.

✅ White-Label Agency Portal

Customize the portal with your company name, logo, brand colors, and a branded workspace subdomain. Clientish also supports fully custom domains, such as app.youragency.com, with HTTPS and SSL certificates. Eligible plans can remove “Powered by Clientish” branding.

✅ Live Chat and Team Communication

Client Live Chat supports attachments, screenshots, typing indicators, read receipts, reactions, and search. Team Messenger offers channels, direct messages, @mentions, threads, and file sharing.

✅ Support Tickets

Track tickets using statuses, priorities, tags, assignments, saved replies, attachments, internal notes, and client ratings.

✅ Invoices, Payments and Subscriptions

Create PDF invoices with taxes, discounts, coupons, and fees. Track payments, refunds, balances, and recurring subscriptions. Payment options include Stripe, PayPal, Paddle, SSLCommerz, and bank transfers.

✅ Email, SMTP and Notifications

Configure SMTP, email templates, shortcodes, and logs. Receive notifications for orders, invoices, payments, tickets, messages, leads, and subscriptions.

✅ Files, Reports and Activity

Access shared files and reports covering revenue, services, clients, orders, coupons, and team assignments, with date filters and exports.

✅ Security and Account Controls

Use Google Sign-In, email verification, reCAPTCHA, two-factor authentication, account recovery, login protection, and session management.

✅ Integrations

Connect supported payment, email, and marketing tools, including SMTP and Mailchimp. Integration availability varies by service.

✅ Five Dedicated Portals

✔ Agency Dashboard — owners and co-admins.

✔ Client Portal — client orders, billing, and support.

✔ Team Portal — internal employees.

✔ Remote Member Portal — contractors and virtual staff.

✔ Consumer Portal — Clientish plans, payments, and account support.

Clientish keeps the complete client journey connected, reducing the need to switch between separate CRM, project management, billing, and support tools.