Features
Everything your client business needs, with AI built in.
Fourteen modules that share the same clients, projects and money. The free plugin covers the full workflow with no limits; Pro adds the AI Hub, automation and scale.
01
Win clients
Capture leads, send proposals and get them signed.
CRM & pipelines
Capture leads from forms and booking pages, convert them into a client, contact and deal in one click, and move deals across as many pipelines as you need.
- Unlimited pipelines
- Commit flag and totals
- Stale-deal alerts
- CSV import with duplicate check
Proposals & contracts
Design beautiful documents with a built-in page builder, send them with a secure link, and let clients accept, sign and pay the deposit in one visit.
- View tracking
- Protected share links
- One-click conversions
- Internal approval
Products & services
Keep every product and service you sell in one catalogue, with prices per currency, taxes and discounts.
- Products and services catalogue
- Catalogue picker everywhere
- Tax and discount libraries
- Prices per currency
Forms & booking
Build lead forms, onboarding questionnaires and request forms, and publish booking pages for discovery calls.
- Built-in anti-spam
- Block, shortcode and QR
- Calendar layers
- Conditional logic and multi-page Pro
02
Deliver the work
Projects, files and conversations clients can follow.
Client portal
One place where every client sees their projects, approves files, signs proposals, pays invoices and talks to you.
- Your domain, unlimited portals
- Magic link, 2FA and passkeys
- Branding and login designer
- Knowledge base in the portal
Projects & tasks
Every project tracks what is budgeted, billable, invoiced and collected, next to the tasks and milestones.
- Project templates
- Recurring tasks
- Milestones
- Gantt and dependencies Pro
Files & approvals
A Drive-style file area for every client and project.
- Annotation pins
- Protected public links
- External storage Pro
- Versions and compare Pro
Messages & requests
Conversations live next to the client and project they belong to.
- Voice notes and saved replies
- Schedule send
- Docs and knowledge base
- Summaries and reply drafts
03
Get paid
Track every hour and turn it into paid invoices.
Invoicing & payments
Create invoices from tracked time, expenses, quotes or deals, send them with a branded payment page, and let reminders chase late payers for you.
- Zero platform fees
- Flexible reminder schedules
- Unlimited manual methods
- Catalogue and tax library
Time tracking
Start a timer from any task, project or the top bar, log time manually, and add unbilled hours and expenses to an invoice in one step.
- Live timer
- Unbilled time to invoice
- Time in the portal
- Timesheets with approval Pro
04
Run on autopilot
AI agents, automations and numbers you can trust.
AI & agents
Cliezoo brings AI into every corner of your workspace: drafting replies, summarising threads, planning projects and catching late invoices.
- AI writing in every editor
- Summaries and reply drafts
- MCP server for outside agents
- AI action log
Automations
Remind anyone about anything, on any date, at any offset.
- Universal reminders
- Built-in automations
- Digests and quiet hours
- Automation builder Pro
Reports & dashboards
A dashboard you arrange yourself, a business health score, and the reports every owner needs, from revenue collected to accounts-receivable aging.
- Custom dashboards
- Business health score
- Core reports and CSV export
- Profitability Pro
Team & workspace
Invite unlimited members with the right role, keep rates and margins private, email clients from the record, and get notified where you work.
- Roles and role presets
- Financial privacy
- Custom roles and teams Pro
- One-to-one client emails
Platform
The foundations, done properly
The details that make Cliezoo feel like a product, not a plugin.
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Setup wizard
Industry presets and sample data get a new workspace ready in minutes.
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Live updates
Changes from teammates and clients appear without reloading.
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Your brand
Logo, theme colours and a login page designer. No vendor branding.
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REST API and OpenAPI docs
The same API the app uses, with an OpenAPI spec, interactive docs and Application Passwords.
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Installable app and multisite
Install the workspace as a PWA; on multisite, each site gets its own workspace.
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Light and dark
Light, dark or system theme across the workspace and portal.
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Languages and RTL
Translation-ready with right-to-left support.
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Accessible
Built to WCAG 2.2 AA, with keyboard shortcuts and a command palette.
Run your whole client business from WordPress.
Install the free plugin in minutes. No caps, no trial, no credit card. Upgrade to Pro when you want autopilot.
