Everything you need to run your client work
From the first proposal to payroll — one tool that grows with your business.
Core
Included in every planThe essentials for running client work from one branded place.
Clients
Keep every client's details, projects and history in one record.
Invoices
Send professional invoices with a built-in card payment link.
Team members
Invite teammates and decide what each person can see and do.
Client portal
Give each client one branded link for proposals, files, invoices and messages.
Proposals and contracts
Send polished proposals and contracts clients can accept in one click.
E-signatures
Clients sign by typing their name — legally valid and done in seconds.
Task management
Plan work with boards, lists and due dates for every project.
Growth
Included in Solo and upLook more professional and win more work as you grow.
Custom branding
Your logo and colours on the portal, documents and emails.
AI proposal writer
Turn a few notes into a ready-to-send proposal draft.
Invoice Design Studio
Design invoice layouts that match your brand.
Lead management
Capture enquiries and move them from first message to signed client.
Booking calendar
Let clients book calls in your free slots, synced with your calendar.
Smart Files
Combine a proposal, contract and payment into one interactive document.
Analytics
See revenue, conversion and project health at a glance.
Automation and marketing
Included in Studio and upLet repetitive follow-ups run themselves and keep clients coming back.
Workflow automation
Send reminders, contracts and follow-ups automatically as work moves forward.
Email campaigns
Keep past clients warm with simple, branded email campaigns.
Custom email domain
Send emails from your own domain so they land and look right.
Service packages page
Publish a page of your packages clients can browse and book.
20 GB storage
Plenty of room for deliverables, contracts and project files.
CRM
Agency planTrack every contact and deal from first hello to signed contract.
Contacts and activity log
Every call, email and meeting logged against the right contact.
Sales pipeline
Drag deals through your stages and see what's likely to close.
Email sequences
Automated follow-up emails that stop when a contact replies.
CRM reports
Win rates, pipeline value and activity in clear reports.
HR and payroll
Agency planManage your people, time off and pay without a separate HR tool.
Leave management and approvals
Staff request time off and managers approve it in one click.
Employee directory and org chart
Everyone's role, team and contact details, plus a live org chart.
Performance reviews and goals
Run reviews and track goals across the year.
Payroll and payslips
Run payroll, record payments and send payslips automatically.
Expense tracking
Log and approve expenses with receipts attached.
Workforce dashboard
Headcount, leave and payroll costs on one screen.
Document storage
Keep contracts and HR documents safely stored per employee.
Platform
Agency planMake Clientohub your own and connect it to the rest of your stack.
White-label portal and custom portal domain
Remove our branding and run the portal on your own domain.
Subcontractor portal
Give freelancers their own space for briefs, files and payments.
Xero / QuickBooks sync
Invoices and payments sync to your accounting software.
API access and Connect AI assistant
Build on your data with the API and connect your AI assistant.
Priority support
Faster answers from our support team when you need them.