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Capture
Track leads and conversations before they become clients.
Rated 4.9/5 by 500+ client teams Introducing Clentiv
One workspace to
manage every client from proposal to payment
Clentiv replaces the scattered stack of spreadsheets, email threads, and disconnected tools — with one confident workspace for agencies and freelancers.
- Save time — clients, proposals, invoices, and projects in one place
- Save money — replace 5+ tools with one subscription
- Win more work — send proposals clients approve online
- Free forever plan
- No credit card required
- Set up in under 5 minutes
Trusted by agencies and freelancers worldwide
Studio North
Bright Labs
Pixel & Co
Northwind Agency
Atlas Creative
Form & Function
Meridian Studio
Coastal Digital
Vertex Design
Summit Co
Studio North
Bright Labs
Pixel & Co
Northwind Agency
Atlas Creative
Form & Function
Meridian Studio
Coastal Digital
Vertex Design
Summit Co
Why teams choose Clentiv
-
4.9/5
Average rating
from 500+ reviews
-
#1
Easiest to use
in client management
-
98%
Would recommend
to another team
-
<5 min
Average setup
no onboarding calls
The real problem
60% of client context is lost
across scattered tools
Proposals live in one app. Invoices in another. Messages in email. Files in Drive. Your team spends more time searching for context than delivering work.
See how Clentiv fixes thisHow client work should flow
From first hello to final payment
Most teams lose context across email, docs, and disconnected apps. Clentiv maps the full client journey in one connected system.
- 01
- 02
Send & approve
Propose
Send polished proposals clients review and sign online.
- 03
Projects & tasks
Deliver
Plan milestones, assign work, and share deliverables.
- 04
Bill & collect
Invoice
Invoice from approved work and track payments in one place.
- 05
Repeat business
Retain
Keep clients coming back with context that never gets lost.
Stop paying for 5+ tools
One subscription replaces your entire stack
Most agencies stitch together a CRM, a proposal tool, an invoicing app, a project tracker, and a messaging inbox. Clentiv does it all — for less than you pay today.
- Separate CRM
- Proposal software
- Invoicing app
- Project tracker
- Client messaging
- File sharing
Typical monthly stack cost
$220/mo
Clentiv, all-in-one
$49/mo
Save over $2,000 a year
Start saving todayAll-in-one platform
100+ workflows. One client record.
Every module connects to the same client — proposals, projects, invoices, messages, and files stay in sync automatically.
100+ workflows.
- Clients
- Proposals
- Invoices
- Projects
- Tasks
- Messages
- Files
- Portal
- Payments
- Reports
- Templates
- Collections
- Contacts
- Milestones
- Reminders
- Branding
- Activity
- Dashboards
Built for your team
Solutions for every type of client business
Run your agency without the admin chaos
Coordinate proposals, projects, and billing across your whole team — with one client record everyone shares.
- ✓Multi-seat collaboration
- ✓Client portal for every account
- ✓Project milestones & task boards
- ✓Team-wide activity timeline
Look professional. Stay organized. Get paid.
Send proposals, track projects, and invoice clients — without the overhead of enterprise software.
- ✓Proposal templates that win
- ✓Branded client portal
- ✓One-click invoicing from projects
- ✓Payment reminders on autopilot
Focus on advice, not admin
Manage retainer clients, deliverables, and billing in a workspace built for professional services.
- ✓Retainer & milestone billing
- ✓Secure file delivery
- ✓Client messaging in context
- ✓Recurring invoice automation
Before & after
The difference is night and day
Without Clentiv
- ✕Client context scattered across 5+ tools
- ✕Proposals stuck in email, chasing approvals
- ✕Invoices sent late, paid even later
- ✕Hours lost every week to busywork
- ✕No single source of truth for your team
Recommended
With Clentiv
- ✓Every client detail in one connected record
- ✓Proposals approved online in a click
- ✓Invoices auto-generated from approved work
- ✓8+ hours saved on admin every week
- ✓One workspace your whole team trusts
Everything in one place
Built for how agencies actually work
Six core modules. One shared client record. Zero context switching.
-
Client management
Contacts, companies, and full activity history in a CRM designed for service businesses.
-
Proposals & quotes
Create, send, and track proposals with online review and approval.
-
Invoicing & payments
Bill clients, accept payments, and automate reminders without leaving the app.
-
Client portal
A branded experience for proposals, invoices, files, and messages.
-
Projects & tasks
Milestones, assignments, and deliverables tied to every client.
-
Client messaging
Conversations linked to the client record — never hunt through email again.
Clentiv impact
-
5+
tools replaced on average
-
8hrs
saved on admin per week
-
2×
faster invoice collection
-
500+
teams on Clentiv
Placeholder metrics — SEO: replace with verified customer data
What teams are saying
Built for teams who live in the details
4.9 out of 5 — based on 500+ reviews
- Cut admin time by 40%
"We replaced three tools in the first month. Proposals go out faster and clients actually pay on time now."
- Invoices paid 2× faster
"The client portal changed how we work. No more 'where's the invoice?' emails — everything lives in one place."
- Replaced 4 separate tools
"Finally a CRM that understands agency workflows. Projects, billing, and client comms aren't scattered anymore."
Enterprise-grade trust
Your client data is safe with us
Bank-level encryption, role-based access, and compliance built in — so you and your clients can work with confidence.
- SOC 2 Type II
- GDPR compliant
- 256-bit encryption
- 99.9% uptime SLA
Still deciding?
Everything you need to know
The most common questions teams ask before switching to Clentiv.
Do I need a credit card to start? +
No. You can start on the free plan instantly — no credit card, no commitment. Upgrade only when you're ready.
How long does setup take? +
Most teams are up and running in under 5 minutes. Import your clients, pick a template, and send your first proposal the same day.
Can I cancel anytime? +
Absolutely. There are no long-term contracts. Cancel or downgrade from your settings whenever you like — no questions asked.
Will my data be secure? +
Yes. Clentiv uses bank-level encryption, role-based permissions, and follows strict compliance standards to protect your client data.
What if my team is already using other tools? +
Clentiv is built to replace your scattered stack. Import existing clients and data, and consolidate everything into one workspace at your own pace.
Is there a discount for annual billing? +
Yes — annual plans save you two months compared to paying monthly. See the pricing page for current offers.
Try Clentiv risk-free
Start free, invite your team, and send real proposals. If it's not the easiest way to run your client business, you've lost nothing.
- ✓Free forever plan
- ✓No credit card required
- ✓Cancel anytime
Join 500+ teams running on Clentiv
Every day without Clentiv is another day of scattered tools and chased invoices. Start free in minutes — and run your client business with confidence.
Get started — it's freeFree forever to start · No credit card · Cancel anytime