Features built for client-facing work

From first hello to final payment, Clentiv keeps your client workflow in one place.

• Client management

  Organize contacts, companies, and activity in a CRM designed for service businesses.

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• Proposals & quotes

  Create, send, and track proposals clients can review and approve online.

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• Invoicing & payments

  Invoice clients, accept payments, and send reminders without leaving Clentiv.

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• Client portal

  Give clients a branded space to view proposals, pay invoices, and access deliverables.

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• Projects & tasks

  Plan deliverables, track milestones, and keep work moving across your team.

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• Client messaging

  Keep conversations tied to the client record so context is never lost.

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• Files & deliverables

  Share files securely and keep deliverables organized per client and project.

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