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WordPress Plugin · For Agencies, Freelancers & Service Businesses · by Degird

The AI Client Portal and CRM That Runs Your Whole Business Inside WordPress

Win clients, sign proposals, deliver projects and get paid in one workspace, while AI agents draft, organise and follow up. You stay in control, and your data never leaves your site.

Cliezoo replaces the stack most service businesses rent one seat at a time — a CRM, a proposal tool, an e-signature service, a scheduler, a project app, a client portal, invoicing and a time tracker. All of it runs in the WordPress site you already control, shares one client record, and costs nothing per user or per client.

Free forever, no caps · No per-user fees · Self-hosted on WordPress · Your AI, your keys

Cliezoo project overview in WordPress with tasks, milestones, time, files, invoices and a money panel for a client project

From First Lead to Final Payment

Fourteen Modules, One Login, Zero Retyping

A lead from your booking page becomes a client, a signed proposal becomes a project, approved work becomes an invoice — without copying a single detail between tools.

Branded Client Portal
Proposals & E-Signature
Invoicing, Zero Platform Fees
AI Agents That Draft First

Who It's For

Who Uses Cliezoo?

Any business that sells its time and expertise to clients — and is tired of paying per seat to keep that client's data on someone else's server.

Agencies

Run every client from one place: unlimited team members with no seat fees, roles for PMs, sales and finance, profit and margin per project, and a portal on your own domain that carries your brand — not ours. Clients see their projects, files, approvals, invoices and time logs; your team sees the money panel showing what's billable, invoiced, collected and still unbilled.

Freelancers

Send a proposal in minutes, take a deposit on signature, track time against the project and turn it into an invoice with one click — all without a monthly bill for each tool.

Web Designers & Developers

You already live in WordPress. Annotation pins on images, PDFs and video timecodes make client feedback precise, and the REST API and MCP server plug into your own workflow.

Consultants & Coaches

Booking pages with availability, buffers and time zones, questionnaires before the first session, meeting notes afterwards, and retainers that track the balance for you. Twenty industry presets get you started in about a minute.

Core Features

Win the Work, Deliver It,
and Get Paid

The free plugin covers the whole client journey with no caps on clients, portals, projects, members or invoices. Cliezoo Pro puts it on autopilot.

01 / 08

A Client Portal on Your Own Domain

Unlimited portals with no per-client fees, sign-in by magic link, 2FA or passkeys, and a login designer so it carries your brand with no Cliezoo branding. Per-client module switches decide what each client can see or edit, client roles cover Admin, Member and Viewer, and the portal runs as a full-screen app isolated from your theme.

The Client Journey

How Cliezoo Works

Six stages, one record. Nothing gets retyped between the first enquiry and the final payment.

01

Capture the Lead

A form or booking page on your site creates the lead, with built-in anti-spam and no captcha. Embed it by block, shortcode or QR code.

02

Send and Sign

Build the proposal in minutes — or let AI draft it from a brief in Pro — then collect the e-signature and the deposit in the same step.

03

Deliver in the Portal

The signed proposal becomes a project from a template. Clients follow progress, leave pinned feedback and approve deliverables in their portal.

04

Invoice and Get Paid

Unbilled time and milestones become an invoice. Reminders go out on schedule and stop the moment the client pays.

Pricing

Genuinely Useful for Free.
Autopilot When You Want It.

Cliezoo is free forever with no caps, no trial and no credit card. Cliezoo Pro is an add-on licensed per WordPress site — every licence unlocks every Pro feature, and the only difference between licences is the number of sites. There are no per-user fees and no platform fees on client payments in either.

Cliezoo Free

$0

free forever

The whole client journey with no limits on clients, portals, projects, members or invoices.

Unlimited clients, portals, projects and members
CRM with unlimited pipelines
Proposals, contracts and e-signature with audit certificate
Projects, boards, milestones and recurring tasks
Drive-style files with pinned feedback and approvals
Invoices with Stripe, PayPal, Razorpay and bank transfer
Time tracking, expenses and reminder schedules
Forms, questionnaires and booking pages
AI writing helpers and the MCP server for AI agents
2FA, passkeys, audit log and full data export

Cliezoo Pro

Autopilot + AI
Pro

per site · yearly or lifetime

Put it on autopilot, with AI, and see your real profit. Everything in Free, plus:

AI Hub: assistant, quick create, briefings and predictions
Bring your own keys for nine AI providers, or a local model
Visual automation builder with AI steps
Profitability, forecasts and custom reports
Recurring invoices, retainers and payment plans
Google Drive, S3 and R2 storage
Webhooks, Zapier, accounting and calendar sync
Custom roles, teams and the invoice layout designer
Priority updates and support

Cliezoo Pro needs the free plugin active and is sold through Freemius; current prices are on cliezoo.com/pricing. When a licence ends, Pro keeps working at the version you have installed — only updates and support stop. If Pro doesn't work as described, report it within 14 days and we'll fix it, replace it or refund you. Requires WordPress 7.0+ and PHP 8.1+.

Full Feature Set

More Built Into Cliezoo

The pieces that usually cost an extra subscription each — already in the same workspace.

Forms & Booking

20+ field types, booking pages with buffers and reminders, calendar layers and meeting notes.

Messages & Requests

Conversations with internal notes, voice notes, scheduled sends, and requests that convert into tasks or quotes.

Docs & Knowledge Base

Notion-style docs for your team and a knowledge base inside the client portal.

Products & Services

A catalogue with tax and discount libraries and prices per currency on every pricing surface.

Automations

A universal reminder engine, built-in automations, digests and quiet hours; a visual builder in Pro.

Reports & Dashboards

Revenue, AR aging, hours, pipeline and tax with CSV export, plus a business health score.

Command Palette

Global search and Ctrl/Cmd+K across the workspace, saved views and bulk actions.

White-Label Ready

Your logo, colours and login screen. The “Powered by Cliezoo” credit is off by default.

Retainers & Recurring

Recurring invoices, retainers and payment plans with late fees. Pro.

Integrations

Any SMTP plugin, iCal feed, REST API and CSV import free; Zapier, Make, n8n and accounting sync in Pro.

Easy Switching

Import CSV from any tool with field mapping and a duplicate check, then invite your clients.

AI Action Log

Every AI action is labelled, logged and undoable — and Pro previews exactly what will be sent.

You Own It

SaaS Tools Rent You Access to Your Own Client Data

Cliezoo runs inside the WordPress site you already control. Every client, proposal, file and invoice is stored in your own WordPress database and private file storage — Cliezoo and Degird do not receive your client data, and there is no telemetry without your opt-in. When AI is on, it sends only the context a task needs, to the provider you chose, and Pro can run on a local model so nothing leaves your server at all.

Protection that ships in the free plugin:

Account protection — TOTP two-factor with recovery codes, passkeys, a session list, and 2FA required per role
Protected links — public links with a passcode, expiry and revoke, and signed downloads
Your data, portable — full JSON export plus the WordPress personal-data exporter and eraser, and a 30-day trash

AI can be switched off per module or per role. In Pro you choose whether AI suggests, drafts or runs — and anything that deletes, sends or touches money always waits for a person.

Why We Built It

Agents That Do the Busywork.
People Who Make the Calls.

Every service business we talked to had the same tab bar: a CRM, a proposal tool, an e-signature service, a scheduler, a project app, a client portal, an invoicing tool and a time tracker. Eight logins, eight per-seat bills, and the same client's name and address typed into most of them. The software wasn't the hard part of their work — but it was eating a surprising share of the week.

WordPress was already the one system they owned outright. It already had users, roles, a database, a file store and a domain with their name on it. So Cliezoo puts the whole client business there, as one workspace where a lead, a proposal, a project and an invoice are the same record seen at different moments.

AI came in with a rule we didn't bend: it drafts, people decide. Agents summarise threads, plan projects, write follow-ups and flag invoices likely to be paid late — on your real data, through the provider and keys you choose — and anything that deletes, sends or touches money waits for a person. That is what makes an assistant you can actually leave switched on.

Everything in One Place

Fourteen modules sharing one client record — from first lead to final payment.

No Per-User Fees

Unlimited members, clients and portals, in Free and in Pro.

You Own It

Self-hosted in your WordPress database. Nothing is sent to Cliezoo or Degird.

Agents That Draft First

AI writes, plans and follows up; you approve anything that matters.

Your AI, Your Keys

WordPress AI Connectors and Revoye free; Claude, Gemini, OpenAI, local models and more in Pro.

Built to Be Trusted

Audit log, 2FA, passkeys, isolated client data and audited impersonation.

FAQ

Frequently Asked Questions

Get Started

Run Your Whole Client Business From Your Own WordPress Site

Install the free plugin, run the one-minute setup wizard with one of twenty industry presets, and send your first proposal today. Add Cliezoo Pro when you want AI and automation doing the busywork.

Free forever · No per-user fees · Zero platform fees · Your data stays on your site