Lead-to-Cash-Journey
Qualify & score prospects
LEAD
Generate deals seamlessly
QUOTE
Invoice & reconcile automatically
BILLING
Resolve issues fast & retain clients
SUPPORT
Elevate Your Customer Relationships
Our Platform
Clientt is an agentic SaaS platform designed to unify Forms & Lead Capture, Billing, CRM, Customer Support, and Customer Portal into a single AI-powered system.
The intelligence layer across every module.
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SDR agents that help sales reps close faster
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Support agents that assist ticket resolution
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AI recommendations embedded in workflows
Forms & Lead Capture
Capture, qualify, and convert leads in real time.
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Drag-and-drop form builder with custom templates
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Smart lead scoring and auto-routing to sales teams
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Integrated analytics on form performance
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Syncs instantly with CRM and CPQ workflows
Billing/CPQ
Simplify invoicing, payments, and compliance.
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Product catalog & pricing engine
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Automated quoting & approval workflows
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ACH & card payments
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Revenue recognition & reporting
Customer Portal
Empower your customers with self-service.
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Branded portal for signup & quotes
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Secure subscription management
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Online payment integration
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Access to invoices & history
CRM
Manage your pipeline with AI-driven insights.
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Contacts, leads, accounts, and deal flow
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Real-time collaboration across teams
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AI agents for renewals & upsells
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Sales enablement to close faster
Lead Capture Intelligence
Capture, qualify, and convert leads instantly with customizable, AI-powered forms designed for speed and accuracy.
Billing Made Simple
Automate invoicing, revenue recognition, and approvals with accuracy. Clientt ensures every transaction is tracked, compliant, and error-free.
Configurable Quoting
Generate quotes instantly with rules, approvals, and built-in contract workflows. No more side letters or inconsistent pricing.
AI-Driven CRM
Turn data into deals. Clientt’s CRM gives sales teams AI-powered insights, helping them close faster, renew smarter, and never miss an upsell.
Customer Portal Access
Empower clients with a branded hub to manage subscriptions, invoices, and payments — reducing support needs and improving customer satisfaction.
The All-in-One Customer-First CRM
Clientt is a next-generation platform built to simplify the entire lead-to-cash process.
With integrated modules for Forms & Lead Capture, CPQ, Billing, CRM, Customer Portal, and AI-Powered Support, Clientt empowers businesses to capture leads, close deals faster, reduce errors, and enhance client satisfaction.
Powered by intelligent automation, Clientt’s AI Agents work across every module to streamline workflows, guide teams, and optimize performance — helping organizations achieve greater productivity, visibility, and growth at scale.
Lead-to-Cash-Journey
Capture & convert leads instantly
CAPTURE
Qualify & score prospects
LEAD
Generate deals seamlessly
QUOTE
Invoice & reconcile automatically
BILLING
Resolve issues fast & retain clients
SUPPORT
