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Cliento Pro is an all-in-one customer platform: CRM with Customer 360, sales and product catalog, invoices and payments, marketing automation, support desk, loyalty and engagement programs, AI assistant and insights, BI dashboards with a report builder, a self-service customer portal, and no-code customization with installable industry templates.

Service businesses, sales teams, clinics, law firms, education centers, retailers, manufacturers, insurance agencies, consultancies, transport and logistics operators, wedding venues, and SaaS companies - from solo professionals to multi-team organizations. Seventeen ready-made industry templates preconfigure the workspace for your field.

Ask us for a demo workspace. It arrives preloaded with realistic data so you can click through the whole product rather than stare at empty screens. Demo accounts are issued by our team, so there is no card to enter and nothing starts charging quietly in the background. When you are ready, you create your own workspace and activate the subscription.

Yes. Install one of 17 industry templates - real estate, medical or dental clinic, private practice, beauty salon, law firm, consulting, education, retail, wholesale, manufacturing, car dealer, repair service, insurance, transport and logistics, wedding venue, or SaaS. Each sets up custom fields, pipelines, dashboards, reports, saved views, and vocabulary, and everything stays editable afterwards.

Yes. Add custom fields with validation and conditional logic, design multi-column layouts, set field-level permissions, rename entities to your own vocabulary, run separate pipelines per business line, and report on every custom field - all from Settings, no developer needed.

Your customers sign in with a one-time code or magic link - no passwords - and see their invoices, pay online, download receipts, review payment and order history, open support tickets, submit forms, and track their loyalty and membership status. They only ever see their own data.

Create an invoice with line items, issue it, and record or collect payments against it. Share a secure payment link so customers can pay from a public page without an account. Receipts are print-ready, and the Financial Center tracks receivables aging, revenue, profitability, and cashflow live.

Beyond the flat monthly subscription, premium actions (AI calls, SMS, certain CRM operations) draw from a transparent wallet. Every charge is itemized in Settings → Billing with date, actor, quantity, unit price, and total.

Bundles of usage credit you buy at a discount compared with pay-as-you-go. Package credit is spent before your wallet balance, expiry is visible up front, and your remaining credits are always shown per action type.

The assistant answers from your own workspace data, speaks the vocabulary you defined, and respects the permissions you set. By default every action that would change data waits for you to confirm it; you can choose to let lower-risk actions run by themselves, and the ones classified high-risk always require a person. Each run's cost is recorded and drawn transparently from your wallet.

Yes. The Report Builder supports rows and aggregates with nested AND/OR filters and 13 operators over contacts, leads, deals, tasks, activities, sales orders, and support tickets - including your custom fields - and exports to CSV and Excel. Dashboards are drag-and-drop on a 12-column grid.

Yes. The entire product ships in Persian (default), Arabic, and English. Customer-facing screens are fully localized in all three languages, layouts are right-to-left done right, and each user picks a Jalali or Gregorian calendar.

Yes - Cliento Pro is a Progressive Web App. Install it on desktop or mobile from the browser; it loads fast, works in dark mode, and respects each user's language and calendar preferences. The customer portal is mobile-first too.

Yes. Import contacts and custom-field values from CSV or Excel files, or use the API. Reports and custom-field data export to CSV and Excel at any time - your data stays portable.

Every workspace is fully isolated at the data layer, protected by role-based and field-level access control, and served over hardened httpOnly cookie sessions - tokens never reach the browser. A strict Content-Security-Policy ships on every page, and you can export your data at any time.

Yes. A three-month term is 5% off, six months is 10%, and twelve months is 15%. The discount applies to the subscription and the seat lines - it is never applied to an outstanding balance.

Anytime. Seats are billed per active user per month, so adding someone takes effect straight away and removing them stops the charge at the next renewal. There are no cancellation fees and your data stays exportable.

Yes. Signed webhooks, scoped API tokens, and an integrations framework connect Cliento Pro to your website, accounting software, messaging platforms, and more.

Every workspace includes email support and the public Help Center. An Enterprise agreement adds a named point of contact, with onboarding and training for your team.

The first 100 MB are included. Above that, the files you are still holding are charged per gigabyte per month, at a rate that falls as the volume rises - so a workspace filing a few hundred scanned documents pays nothing, and one archiving years of attachments pays a rate that reflects the volume. The current figure is visible before it is billed, like every other charge.

Yes - through the sales partner programme. A partner gets their own discount codes, earns commission on what a referred workspace actually pays, and follows it all in a partner portal that shows their own commercial record and nothing from inside a customer's workspace. The programme page explains how it works.