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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Clientish serves as a comprehensive client operations platform tailored for agencies, freelancers, consultants, service-driven businesses, and professional teams, effectively managing every stage of the client lifecycle from Lead to Client, Order, Team, Tasks, Communication, Invoice, Payment, Support, and Delivery. This platform encompasses features such as **CRM and lead management, client oversight, service offerings, order tracking, project management, task allocation, coordination of internal and remote teams, role assignments, proposals, invoicing, subscriptions, payment processing, discount coupons, support ticket management, Live Chat, Team Messenger, document sharing, reporting, notifications, and various integrations**. Moreover, it provides clients with a dedicated portal to monitor services, track order statuses, submit project requirements, request changes, manage their invoices and payments, open support tickets, share files, and communicate directly with the business. By consolidating these functionalities, Clientish enables service-oriented businesses to streamline their operations, replacing a patchwork of disconnected tools with a single, organized platform that simplifies client management, workflow, billing processes, communication, support, and project delivery. Ultimately, Clientish empowers businesses to enhance efficiency and improve client satisfaction through a cohesive experience.

Description

Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Axis LMS No 
Xero No 
Zoho Books No 

Integrations

Axis LMS Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

$29/month
Free Trial Yes 
Free Version No 

Pricing Details

$8.51 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Clientish

Founded

2026

Country

Bangladesh

Website

clientish.co

Vendor Details

Company Name

Cone

Founded

2022

Country

United States

Website

www.getcone.io

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

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