AI TOOL PROFILE
Clienty: CRM for Freelancers and Consultants
Pricing
Clienty offers a free plan for up to 30 clients. Paid options include Pro at R$79/month and Premium at R$199/month. Pro and Premium plans include AI smart insights.
At a glance
- Best for
- Freelancers, Independent Consultants, Solo Business Owners, Autonomous Professionals
- Key use cases
- Client Relationship Management, Project Tracking, Billing and Invoicing, Appointment Scheduling
- Integrations
- Notion, Stripe, Slack, Google Drive, Google Calendar
- Official website
- Visit Clienty official website
How AI is used
Clienty is a CRM for autonomous workers, such as consultants, designers, and accountants. It centralizes client contact history, project milestones, and financial tracking to support digital workflows.
The tool provides administrative and communication features, including a self-scheduling booking page and WhatsApp integration for client messaging. It supports various billing models, including hourly, retainer, and fixed-price structures.
Buyers should note that storage limits and the number of supported clients vary between the free and paid versions. Users may also want to confirm if the WhatsApp automation rules in the Pro and Premium plans meet their specific communication needs.
Key Features
Client Tracking
Maintains profiles containing client contacts, notes, and activity history.
Project Management
Supports tracking projects with milestones and assigned tasks.
Invoice Generation
Allows users to create invoices and set up automated payment reminders for overdue bills.
Time Tracking
Logs hours and links them to projects and invoices.
Booking Pages
Provides a scheduling link that allows clients to book appointments based on available time slots.
WhatsApp Integration
Supports sending messages and using templates via WhatsApp within the CRM workspace.
AI Smart Insights
Available in Pro and Premium plans to provide data insights.
Multi-currency Support
Supports invoicing in multiple currencies for international clients.
Use Cases
Client Relationship Management
Using centralized profiles to track communication history and follow-up alerts.
Project Tracking
Monitoring progress through milestones and tasks connected to clients.
Billing and Invoicing
Generating invoices for hourly or fixed-price work and managing overdue payments.
Appointment Scheduling
Using a booking page to let clients self-schedule meetings.
Integrations
- Notion
- Stripe
- Slack
- Google Drive
- Google Calendar
FAQ
Who is Clienty designed for?
- Clienty is designed for freelancers and autonomous professionals such as UX designers, software developers, accountants, and consultants.
Does Clienty have a free version?
- Yes, there is a free plan that supports up to 30 clients, 50 invoices, and 500MB of storage.
What are the paid plan options?
- Paid tiers include the Pro plan at R$79/month and the Premium plan at R$199/month, which offer higher client limits, more storage, and AI smart insights.
Can I manage my calendar and bookings in Clienty?
- Yes, Clienty includes booking pages that allow clients to schedule appointments directly into your calendar.
Source category: Sales
Source subcategory: CRM
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