A digital workspace where teams and clients stay in sync
Clienty is a CRM concept designed for development agencies, software vendors, and B2B service providers. It helps companies track client progress, manage project budgets, review activity logs, and streamline communication – all from one centralized interface with customizable modules.
Opportunity
Agencies and clients often speak different operational languages
Project-based service businesses struggle with transparency. Clients ask for updates. Teams report in tools clients never see. Deadlines get lost between status reports and spreadsheets. Many agencies rely on disjointed CRMs, chats, and manual updates – which leads to miscommunication.
There’s a clear opportunity to build a shared space where clients and internal teams collaborate with clarity.
Solution
Building a flexible CRM for transparency, trust, and control
Clienty brings together the most essential tools agencies need to manage software projects – while giving clients controlled access to see what matters most: budgets, progress, deliverables, and communication.
Potential features include:
- Dashboard with revenue trends, activity stats, and timelines
- Project tracker with task breakdown, status, and deadlines
- Role-based access control for internal and external views
- Budget tracking, invoices, and approval checkpoints
- Team performance analytics and audit logs
- Mobile view for quick insights on the go
- Commenting system for task-specific feedback
The UI is minimal yet rich – optimized for multitasking, multi-role teams, and modern client relationships.
Impact
Why platforms like Clienty improve collaboration and delivery
When agencies bring clients into the process, it builds trust and reduces friction. Platforms like Clienty help agencies get faster approvals, avoid misunderstandings, and deliver results with confidence.
It’s especially helpful for software teams, creative agencies, and SaaS providers with multiple client accounts and delivery pipelines.
By aligning internal execution with client visibility, Clienty becomes more than a CRM – it becomes a partnership hub.