Everything you need to run your client business
Clivu replaces the stack of tools coaches and consultants duct-tape together — Gmail, DocuSign, HoneyBook, spreadsheets — with one AI-native workspace that actually gets smarter the more you use it.
Your entire client history, automatically organized
Connect your Gmail once and Clivu reads every client conversation, surfaces the full relationship timeline, and keeps it current — without you lifting a finger. No more digging through inboxes before a call.
- One-click Gmail OAuth — reads client threads, never personal emails
- Auto-detects and maps contacts to client records
- Full conversation timeline: emails, proposals, invoices in one view
- Smart search across all client history
- Works with your existing email — no migration needed
Client timeline
Your AI assistant that actually understands your clients
Clivu's AI reads the conversation history, understands the context, and drafts follow-ups in your voice. You review and approve — it handles the rest. Never miss a follow-up because you were too busy.
- Drafts follow-up emails based on full conversation context
- Learns your tone and writing style over time
- Surfaces stale leads before they go cold
- Suggests next actions: send proposal, schedule call, follow up
- One-click approve or edit before anything is sent
AI draft
Send proposals and collect signatures in minutes
Professional proposals with built-in e-signature. No DocuSign account, no extra subscription, no PDF back-and-forth. Your client gets a clean link, signs, and you both get a confirmation instantly.
- Beautiful proposal templates built for service businesses
- Native e-signature — legally binding, no third-party required
- Real-time open and view tracking
- Proposal accepted → invoice created automatically
- Custom branding with your logo and colors
Proposal status
Get paid faster, with less chasing
Stripe-powered invoicing that sends, tracks, and reminds automatically. Set up payment schedules, retainers, and one-time payments — and offer your clients flexible financing options as an upsell that earns you more.
- Stripe-powered — credit card, ACH, and more
- Automatic payment reminders (you set the cadence)
- Recurring retainer billing with one setup
- Client financing / pay-later as an optional add-on
- Revenue dashboard with upcoming and overdue invoices
Revenue snapshot
A branded home base for every client
Give clients a clean, professional portal where they can view proposals, sign documents, pay invoices, and see the full project history — all without emailing you. Reduces back-and-forth and makes you look polished.
- Branded with your logo and colors
- Clients view and sign proposals without an account
- Pay invoices directly from the portal
- Full project history and document archive
- Mobile-friendly — clients can access from any device
Client view
Clivu watches your pipeline so you don't have to
Leads go cold because life gets busy. Clivu surfaces conversations that need attention, flags overdue follow-ups, and tells you exactly what to do next — before a potential client slips away.
- Smart alerts when a conversation goes quiet
- Daily digest of leads and clients that need attention
- Pipeline view: lead → proposal → active → closed
- Reminder scheduling with one click
- AI-suggested priority: who to reach out to today
Today's actions
The long-term vision
We're building the operating system for independent service businesses. Here's what's coming next.
AI contract generation
Describe the deal, Clivu writes the contract. Review, edit, send.
Multi-language support
Serve clients in any language. Proposals, emails, and portals localized automatically.
Client financing
Offer pay-later options on any invoice. Your clients pay in installments — you get paid upfront.