From first email to paid invoice — in one place
Clivu connects to your Gmail and does the heavy lifting: organizing clients, drafting follow-ups, sending proposals, and collecting payments. You stay in control of every step.
Your client history is already there — Clivu just reads it
Connect Gmail with one click. Clivu reads your client threads, identifies contacts, and builds a complete timeline for each relationship. Your first client map is ready in minutes — no data entry, no import files.
Clivu only reads emails where a client is involved. It never touches your personal threads, never stores your email password, and uses Google OAuth so you can revoke access at any time.
sarah@brandco.io
2h agoRe: Brand strategy scope
james@tech.co
1d agoInvoice #8 - follow up?
maria@design.com
3d agoLoved the proposal!
Every client organized automatically
Clivu creates a client record for every contact it finds, tags them by relationship stage, and surfaces everything in one view: open conversations, sent proposals, unpaid invoices, and the full history behind each relationship.
You get a pipeline view from lead to active client — so you always know who's waiting for a proposal, who owes you money, and who's been quiet for too long.
Client pipeline
4
2
7
23
Your AI agent drafts follow-ups in your voice
For every lead or client that needs attention, Clivu drafts a follow-up email based on the full conversation history. It reads what you wrote before, understands the context, and writes something that sounds like you — not a template.
You review every draft before it sends. One click to approve, or make any edit you want. Clivu never sends anything without your OK.
AI-drafted reply
Proposals that close — built-in e-signature included
Create a professional proposal from a template, customize it for the client, and send a clean link. Your client opens it on any device, reads through it, and signs electronically — no DocuSign subscription needed.
When the proposal is signed, Clivu automatically creates an invoice for the project. No double entry. The whole sequence — proposal → signed → invoiced → paid — happens in one place.
Proposal timeline
Invoices that send themselves and remind your clients
Stripe-powered invoicing with automatic reminders. Set the due date, and Clivu sends reminder emails on your schedule — polite but persistent. Your client pays online with a card or bank transfer, and you see it in your dashboard.
For retainer clients, set up recurring billing once and never think about it again. Clivu sends the invoice, tracks payment, and alerts you only if something's wrong.
Invoice to
Sarah @ BrandCo
$4,800
Due in 3 days
Auto-reminder schedule
What does your workflow look like?
Most Clivu users spend less than 15 minutes a day on client communications — and close more deals than they did before.
8:00am
Daily digest arrives
3 clients need attention today. Clivu already drafted the messages.
8:05am
Approve 2 follow-ups
Quick review, one small edit, click approve. Done in under 5 minutes.
10:30am
New inquiry lands
Clivu auto-creates a lead record and surfaces it in your pipeline.
2:00pm
Proposal signed
Get a push notification. Invoice is already queued.
5:30pm
Invoice paid
Payment confirmation from Stripe. Revenue dashboard updated.
Ready to reclaim your time?
Start your free trial and manage clients with AI today.