Cliento is a client management platform for small service businesses, from study abroad consultancies and clinics to car dealerships and real estate agencies. It runs the whole practice in one place: leads, meetings, documents, payments and a private portal for every client, from first enquiry to finished file.
- Client:
- Cliento
- Role:
- Design & Develop
- Year:
- 2026
Challenge
Small service businesses run on WhatsApp threads, notebooks and memory: leads go quiet, documents get buried in chats, and nobody is sure which follow-up is due today. The CRMs that could fix it are priced for big sales teams and speak the wrong language, because a consultancy thinks in students and transcripts while a dealership thinks in customers and test drives.
Objective
Build one secure platform that reshapes itself around each business: the same engine underneath, with client names, pipeline stages, meeting types and document checklists all changing to fit the industry. Give every client a private portal to upload paperwork and follow their progress, and keep it simple enough for a non-technical owner to run.
Results
Five industries now run on Cliento, each in its own words: a consultancy tracks students, a clinic tracks patients, a dealership books test drives. Every client gets a PIN-protected portal under the business’s own branding, where they upload documents, see what was approved and what needs another copy, and check their payment statement. The team works from a dashboard that fits on one screen: today’s meetings, waiting leads, overdue payments and the full pipeline, with every client one tap from a call or WhatsApp message. A morning digest email lists what needs attention before the office opens. Built on Next.js with every business’s data isolated from every other, encrypted mail credentials and more than 500 automated tests guarding every release.
