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Introducing Cliented 2.0

The Complete Client Operating System

Cliented unifies clients, projects, contracts, communication, reporting, and revenue management into a single intelligent platform.

CLIENTED
Clients
Projects
Contracts
Revenue
Communication
Reporting

Service Businesses Are Drowning In Disconnected Tools

CRMClient Data
Project ToolTasks
Contract ToolAgreements
Invoice ToolPayments
Communication ToolMessages
Operational Chaos
1

Client communication issues

2

Poor project visibility

3

Contract management complexity

4

Team coordination problems

5

Deliverable tracking challenges

6

Customer retention difficulties

"Your business grows.
Your systems become harder to manage."

One Workspace. Total Visibility.

Everything connected. Nothing scattered. Replace fragmented toolchains with an integrated operating system designed for scale.

cliented.io/workspace
Unified Data
Clients
Projects
Teams
Contracts
Tasks
Revenue
Performance
CORE

From Onboarding To Growth

01

Client Onboarding

Store contact information, agreements, requirements, and goals in one secure location.

02

Project Management

Manage tasks, deliverables, milestones, and team assignments effortlessly.

03

Communication Hub

Centralize emails, messages, meetings, and shared notes tied to specific projects.

04

Reporting

Generate performance reports, project updates, and real-time revenue analytics.

Everything Your Client Operation Needs

Client CRM

Single source of truth for all client data, contacts, and history.

Project Management

Track deliverables, milestones, and timelines in one place.

Contract Center

Create, send, and securely store digital agreements.

Communication Hub

Centralized inbox for client messages and shared notes.

Client Portal

White-labeled dashboard for clients to view progress.

Team Collaboration

Assign roles, permissions, and internal tasks easily.

Revenue Tracking

Monitor retainers, invoices, and payment statuses.

AI Insights

Predictive analytics on client health and account expansion.

Stop Paying For Ten Different Systems

Traditional Stack

CRM
Project Tool
Contracts
Reporting
Communication
Client Portal
~$400/mo

Per user, scattered data

VS

CLIENTED

Single Unified Platform

One ecosystem. Complete operational visibility.

From $149/mo

Unlimited possibilities

Building The Future Of Client Operations

Our roadmap is ambitious. We're not just building a tool; we're establishing the standard infrastructure for service-based businesses.

Year 1

Client Management Platform

Year 2

Agency Operating System

Year 3

AI Client Success Platform

Year 4

Enterprise Service Infrastructure

Year 5

Global Client Operations Network

Simple Pricing For Growing Service Businesses

Starter

Perfect for boutique agencies starting to scale.

$149/month
Start Free Trial
  • Up to 5 team members
  • 100 active clients
  • Basic project management
  • Standard templates
  • Email support

Enterprise

Custom infrastructure for large service organizations.

$2999+/month
Contact Sales
  • Unlimited team members
  • Unlimited everything
  • Dedicated success manager
  • Custom integrations
  • White-labeled ecosystem
  • SLA guarantees
  • On-premise deployment options
Most Popular

Business

For growing firms needing advanced operations.

$699/month
Start Free Trial
  • Up to 25 team members
  • Unlimited clients
  • Advanced project management
  • Custom contract center
  • Client portal access
  • Priority 24/7 support
  • Revenue analytics

Trusted By The World's Fastest Growing Firms

Samuel Jenkins

Samuel Jenkins

COO, Nexus Agency

"Cliented completely transformed how we manage our 50+ retainer clients. It replaced four different tools we were using and gave us unprecedented visibility into our operations."

Maria Thorne

Maria Thorne

Founder, Horizon Consulting

"As a growing consulting firm, we were drowning in spreadsheets and disconnected communication. Cliented acts as our single source of truth. It's the most valuable software we pay for."

Elena Rodriguez

Elena Rodriguez

VP of Client Success, Elevate

"The client portal feature alone has increased our client retention rate by 18%. It provides a level of transparency and professionalism that our enterprise clients expect."

Frequently Asked Questions

Migration is fully managed by our dedicated onboarding team. We support direct imports from Salesforce, HubSpot, Asana, Jira, and over 50 other tools. For enterprise plans, we handle the entire data mapping process to ensure zero downtime.

Let's Talk About Your
Client Operations

Book a personalized demo to see how Cliented can unify your workflows and drive growth for your firm.

1

Discovery Call

We analyze your current tech stack.

2

Custom Demo

See a tailored workspace.

3

Onboarding

White-glove migration and setup.