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
