Team & workspace · Run on autopilot
A workspace your whole team can trust, and move fast in.
Invite unlimited members with the right role, keep rates and margins private, email clients from the record, and get notified where you work. Then find anything in seconds with global search, saved views and the command palette.
Growing teams outgrow shared logins and inbox chaos
Contractors who can see every rate, client emails sent from personal inboxes, notifications nobody reads. Cliezoo gives every person the access they need, and every message a place on the record.
Roles and privacy
The right access for every person
Built-in roles for Owner, Admin, Member, Contractor and Read-only, plus presets for project managers, sales and finance. Share any record privately, with clients or internally, and see who has access and why. Rates, costs and margins stay visible only to owners, admins and finance.
- Unlimited members, no seat fees
- Field-level financial privacy
- Pro: custom roles with a full permission matrix, and teams with capacity
Email and notifications
Client email and alerts, built in
Email any client, contact or lead from their record with templates, variables, attachments and schedule send; every message is logged on the timeline. Edit every system email to match your brand, and choose which events notify whom, in the app or by email.
- One-to-one emails logged on the record
- Every system email editable with live preview
- Pro: bulk emails to a saved view, open and click tracking, Slack, Teams, SMS, WhatsApp and push
Power tools
Find anything. Shape everything.
Global search covers every record, message text, file names and document content, with operators like type:, status: and client:. Build AND/OR filters, save views, edit inline and act on many records at once. Add custom fields to any object, or define your own objects in Pro.
- Command palette and keyboard shortcuts
- Saved views and bulk actions
- Custom fields on every object; Pro custom objects with relation, formula and rollup fields
Capabilities
What you get with team & workspace
Free features work with no limits. Pro features are marked.
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Roles and role presets
Owner, Admin, Member, Contractor and Read-only, plus PM, Sales and Finance presets.
- Free + Pro
Financial privacy
Only owners, admins and finance see rates, costs and margins. Pro makes it configurable per role.
- Pro
Custom roles and teams
A full permission matrix, team leads and capacity in hours per week.
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One-to-one client emails
Templates, variables, attachments and schedule send, logged on the timeline.
- Free + Pro
Editable system emails
Every email Cliezoo sends, in your words and brand. Pro adds a block editor and language versions.
- Pro
Bulk emails with tracking
Personalised, paced emails to a saved view, with open, click and bounce tracking.
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Notifications your way
In-app and email, configurable for every event, with client self-service.
- Pro
Slack, Teams, SMS, WhatsApp and push
Send notifications and reminders to the channels your team uses.
- Pro
Email-in addresses
Forward email to create tasks, leads, requests and expenses, on your own domain.
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Templates manager
Document, task, board, email, saved-reply, form and SOP templates in one place.
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Global search and command palette
Search everything with operators; jump and run actions with Ctrl/Cmd+K.
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Saved views and bulk actions
AND/OR filters, group by, inline edit, saved views and bulk edits.
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Custom fields and lists
Fourteen field types on every object, and one manager for every dropdown.
- Pro
Custom objects
Your own record types with relation, formula, rollup and auto-number fields.
- Free + Pro
Time off and capacity
Time off on the calendar and in capacity. Pro adds an approval flow.
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Activity, audit log and trash
A timeline on every record, a workspace audit log, and 30 days to restore deletions.
✦ AI in team & workspace
One smart digest instead of fifty pings
Pro summarises notifications into an AI digest and writes client emails in your brand voice, as drafts for you to send.
- AI smart digest
- AI email writing
- Brand voice
With Cliezoo Pro Pro
More automation and scale
- Custom roles and teams with capacity
- Configurable financial privacy per role
- Bulk emails with open, click and bounce tracking
- Slack, Teams, SMS, WhatsApp and push notifications
- Email-in addresses on your domain
- Custom objects and advanced field types
- Shared team views and audit log export
Frequently asked questions
Can’t find your answer? Read the docs or ask the Degird team.
Read the docs → Contact us →Is there a limit on team members?
No. Members are unlimited in the free plugin, and Pro is licensed per site, not per seat.
Can contractors see our rates?
No. Rates, costs and margins are only visible to owners, admins and the finance role. Pro lets you configure this per role.
Do emails come from my own address?
Yes. Cliezoo sends through WordPress mail, so any SMTP plugin works, and you set the sender name and from address.
Can I undo a deletion?
Yes. Deleted records go to the trash and can be restored for 30 days before they are permanently removed.
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.
