Clients, follow-up and team operations from one inbox
Law firms, accounting practices, consultancies and agencies use Clientky to manage clients via WhatsApp with lifecycle, complete history and real team collaboration — without losing context between conversations.
Challenges in professional services
Clients managed on personal WhatsApp
Each professional handles their own phone. Without a shared inbox, if someone is absent or leaves, the client conversation history is lost.
No client context between conversations
Every time the client writes again, you have to reconstruct context. Which service they hired, what was discussed before, what stage of the process they're at.
Reactive instead of proactive follow-up
The team waits for the client to ask again, instead of automating reminders, status updates or important dates.
Features for professional services
Lifecycle per client
Process stages: prospect, proposal sent, active client, project closed. Configurable to your business flow.
Notes and history per client
Internal notes per conversation and contact: which service they took, what was agreed, what's pending. Visible to the whole team.
Real team collaboration
Clear roles and permissions. Assignment of clients to specific professionals. Conversation transfer with context preserved.
Snooze to resume at the right moment
Postpone a conversation for when a deadline arrives, a task is completed or the time comes for follow-up.
Process automations
Welcome to new client, pending documentation reminder, work status notification — configure once and it runs itself.
Multichannel team inbox
WhatsApp, email (Gmail), Instagram — all client communications in the same thread, without switching apps.
From prospect to client with a clear process
Prospect enters inbox
Via WhatsApp, email or social. Created as prospect and assigned to the relevant professional.
Proposal and closing
Lifecycle advances. Notes record what was agreed. Context is available to the whole team.
Active client with follow-up
Automatic reminders for documents, deadlines or meetings. Team receives alerts without having to remember.
Project closed
Lifecycle closes, history stays available for future reference or to re-engage the client later.
Clientky for professional services
- Lifecycle configurable to your business process
- Internal notes per client and conversation
- Complete history of status and field changes
- Contact collaborators with shared visibility
- Snooze for follow-up at the right moment
- Configurable process automations
- Email (Gmail/IMAP) integrated into inbox (Growth+)
- Roles and permissions per user profile
Manage your clients with the order a professional firm needs
Free plan, no credit card. Starter plan with 14-day trial.