Clienty: CRM for Freelancers and Consultants
Clienty helps independent professionals manage client data and billing workflows. It is designed for solo business owners who want to coordinate scheduling and invoicing in a single tool.
At a glance
- Category
- Sales
- Best for
- Freelancers, Independent Consultants, Solo Business Owners, Autonomous Professionals
- 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.
- Key use cases
- Client Relationship Management, Project Tracking, Billing and Invoicing, Appointment Scheduling
- Integrations
- Notion, Stripe, Slack, Google Drive, Google Calendar
- Official website
- clienty.app/en
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
Maintains profiles containing client contacts, notes, and activity history.
Supports tracking projects with milestones and assigned tasks.
Allows users to create invoices and set up automated payment reminders for overdue bills.
Logs hours and links them to projects and invoices.
Provides a scheduling link that allows clients to book appointments based on available time slots.
Supports sending messages and using templates via WhatsApp within the CRM workspace.
Available in Pro and Premium plans to provide data insights.
Supports invoicing in multiple currencies for international clients.
Use Cases
Using centralized profiles to track communication history and follow-up alerts.
Monitoring progress through milestones and tasks connected to clients.
Generating invoices for hourly or fixed-price work and managing overdue payments.
Using a booking page to let clients self-schedule meetings.
Best For
Integrations
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.
FAQ
Clienty is designed for freelancers and autonomous professionals such as UX designers, software developers, accountants, and consultants.
Yes, there is a free plan that supports up to 30 clients, 50 invoices, and 500MB of storage.
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.
Yes, Clienty includes booking pages that allow clients to schedule appointments directly into your calendar.
Source category: Sales
Source subcategory: CRM
