For agencies
Run every client account from one workspace.
Cliezoo gives your agency a branded portal per client, proposals that get signed, projects that track budget, and a team set-up with roles and contractor access. AI agents handle the follow-ups so your team can do the work.
Sound familiar?
What slows agencies down
Tool sprawl
A CRM, a proposal tool, a project app, a portal, invoicing and time tracking, each billed per seat.
Margins you cannot see
Projects look busy, but nobody knows which clients actually make money.
Clients asking for updates
Status questions by email take hours every week.
A day with Cliezoo
The whole client journey, in one workspace
- 1
Win
Leads from your site land in the CRM. Send a proposal, collect the signature and the deposit.
- 2
Kick off
Convert the signed proposal into a project from a template, with the client portal ready.
- 3
Deliver
Team works on boards; clients approve files and follow milestones in the portal.
- 4
Bill
Unbilled time becomes an invoice; reminders chase payment automatically.
Features
What agencies use most
Client portal
A branded portal on your own domain
Proposals & contracts
Quotes, proposals and e-signature
Projects & tasks
Projects, boards and milestones
Files & approvals
Share files, collect feedback, get sign-off
Reports & dashboards
Revenue, time and pipeline at a glance
AI & agents
Agents that draft, plan and follow up
✦ AI for agencies
Ask the AI assistant to catch you up on any account, draft the weekly status report or flag projects at risk. Connect Claude or ChatGPT through MCP and let them work with your real client data, draft-first.
Explore AI & agentsComparing tools?
Cliezoo vs Assembly
Assembly is a hosted client portal platform now positioned around an AI app builder. Cliezoo is a WordPress client portal and CRM with AI agents.
Frequently asked questions
Can’t find your answer? Read the docs or ask the Degird team.
Read the docs → Contact us →Are there per-seat fees?
No. Cliezoo is a WordPress plugin with unlimited members in the free plugin. Pro is licensed per site, not per user.
Can contractors work on some projects only?
Yes. The built-in Contractor role and per-object access let contractors see only the projects you share with them.
Can each client get their own branded portal?
Every client gets a portal on your domain with your branding, configured per client.
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.
