ClienTask

ClienTask is an all-in-one workspace for small agencies that want clients, projects, and invoices in a single, simple interface. It’s designed for teams of 1–5 people who need clear processes without the overhead of enterprise systems.

Client management and communication

Keep client contacts, interaction history, and related projects together so nothing gets lost between emails, tasks, and payments.

• Store client details and communication history
• Track each client’s stage and active work
• See open tasks and expected payments in one place

Projects, time tracking, and AI status updates

The project area helps you manage tasks and deadlines, log time, and monitor team capacity. Based on progress data, ClienTask generates AI status summaries to simplify reporting for clients and internal updates.

• Task and deadline tracking
• Time logging tied to project work
• Team workload visibility
• AI-generated status summaries

Invoicing and payments in one flow

Create invoices using data pulled from projects and time tracking to reduce manual entry and avoid billing mistakes.

• Smart invoicing based on project and time data
• Fewer errors from duplicate data entry