CRM for service businesses
Cliento
Every client.
A clearer next step.
Your enquiries, appointments and team workflows — connected in one dedicated workspace. Make more room for the people behind your business.
Dedicated to your business. Set up by our team.
Less scattered work. More meaningful connections.
A closer look at Cliento
One place for your next move.
Follow an enquiry, organise an appointment, and give your team the right access. Connected work, without the scattered records.
Olivia Martin
Initial consultation
James Wilson
Property maintenance
Sofia Chen
Studio appointment
Thoughtfully connected
More clarity.
Room to grow.
The essentials for a service business, connected in one place. So your team can focus on people, not paperwork.
Every client, in context.
Keep contact details, service interests, notes and lead history together.
Make time for what matters.
Manage appointments and business hours, with an optional Google Calendar connection.
Keep work moving.
Turn lead updates into tasks, internal notes and team notifications.
Start the conversation.
Capture enquiries through website forms and widgets connected to your CRM.
See the bigger picture.
Follow pipeline value, lead activity and appointment trends in your reports.
Your own workspace.
Separate business data, team permissions and settings for every workspace.
Built around your business
Different services.
The same personal care.
Personal from the start
One business.
One dedicated workspace.
Every Cliento workspace is created by our platform team. Your business has its own data, settings and team access, whether you run one location or manage several.
Tell us about your business
Share your team’s needs and the services you offer.
We prepare your workspace
Our platform team provisions your workspace and owner access.
Bring your team together
Accept your invitation, add your clients, and organise your daily work.
Before we get started
Good questions.
Clear answers.
The details that help you decide whether Cliento is the right fit for your business.
Ask us something elseWho is Cliento for?
Cliento is designed for service businesses that need to keep enquiries, clients, appointments and team tasks connected — including home services, consultants, studios and property businesses.
How do we get a workspace?
Contact our team to discuss your business and the setup you need. Every workspace is created by a platform administrator. You and your team then access it with your own accounts and invitations; signing up alone does not create a workspace.
Can we manage more than one business?
Yes. Each business can have its own workspace, with separate client records, members and settings. Team members can switch between the workspaces they have permission to access.
What can we connect today?
Google Calendar is currently available as an optional account connection. Website capture forms and widgets can bring enquiries into your CRM. Social and advertising account connections are not available yet, and outbound email delivery is not enabled.
How are pricing and limits agreed?
Our team confirms your plan, price, available modules and usage limits before your workspace is set up. Plans are managed centrally; there is no online checkout or automatic card billing at present.
Can we export our business data?
Yes. Workspace settings include a data export, and contacts and leads also support CSV exports. Access depends on your assigned workspace role.
Your business, thoughtfully connected
Make room for better relationships.
Tell us about your team. We’ll help you find the right setup and provision your Cliento workspace.