Focus on your business, not on your spreadsheets.
Stop chasing inventory errors and forgotten WhatsApp chats. Clientinario unifies stock tracking, follow-ups, and 1-click WhatsApp quotes into one living dashboard your team will love.
Workspace Settings
Live Customizer
Active Brand Theme
Modular Workspace Toggles
Stuck in Post-it and Excel spreadsheet chaos
A clean, unified workspace to track what matters
Orders and follow-ups lost in WhatsApp chats
1-Click WhatsApp actions & automatic 24h follow-ups
Quotes sent and forgotten with zero visibility
Live urgency dashboard: Overdue, Today & Upcoming
Rigid software that forces you into complex setups
Completely modular: turn off what you don't need
Active Follow-ups
Scheduled quote check-ins
Carlos Mendoza
Quote #Q-1042 — $1,250.00
Never lose a sale to a forgotten follow-up.
When you issue a quote, Clientinario automatically schedules a 24-hour follow-up. Your morning dashboard highlights exactly who needs a touch today with 1-click WhatsApp messages and snooze buttons.
The WhatsApp Chaos
Quotes get sent, buried under dozens of new chats, and forgotten until the customer buys from someone else.
The Clientinario Engine
Every quote triggers an automatic reminder. Urgency buckets keep today's hot leads front and center until closed.
Close deals faster from your phone with 1-Click WhatsApp actions.
Most sales happen on your phone. Clientinario lets you send personalized quotes, order confirmations, and payment reminders in 1 tap directly into WhatsApp without copying numbers, switching apps, or losing context.
Manual Copy-Pasting
Switching between spreadsheets on a laptop and WhatsApp on your phone, retyping totals and customer numbers manually.
1-Click Instant Link
Work straight from your phone or desktop—1 tap launches WhatsApp with pre-filled, professional templates with real-time sync.
1-Click WhatsApp Actions
Zero-friction direct messaging
Mariana Rodriguez (+52 55 1234 5678)
Hello Mariana! Here is your quote Q-1042 for $1,250.00 from ArtCraft Studio. Valid until Sep 15. Let us know if you have any questions!
New Transaction
Live Inventory Sync
Inventory and sales in perfect harmony.
Know your real stock levels before your customer asks. Record sales in seconds, convert quotes to confirmed orders with 1 click, and download crisp, branded PDF proposals.
Disconnected Spreadsheets
Selling items that are already out of stock, then apologizing to angry buyers and manually adjusting Excel files.
Real-Time Auto Deduction
Stock quantities update automatically as transactions occur. Minimum stock alerts prevent unexpected stockouts.
Bring your team in without exposing confidential financials.
Give your salespeople the tools to create quotes and record sales, while keeping product cost prices, supplier margins, and confidential business reports private to the owner.
Shared Logins & Leaks
Sharing a single password, risking data leaks and exposing your wholesale supplier costs to your whole team.
Protected Roles
Salespeople only see retail prices. Owners and Managers retain full control over margins, billing, and team seats.
Team Collaboration & Privacy
Role-Based Access Control
Mobile Experience & Live Cloud Sync
Zero-lag cross-device connection
Your entire business in your pocket, always in sync.
Most small business owners manage operations on their phones. Clientinario gives you a lightning-fast mobile experience with instant cloud sync across phone, tablet, and desktop. Quote on WhatsApp from the road, check inventory in the warehouse, and review margins on your laptop without losing a second.
Desktop-Only & Manual Sync
Retyping WhatsApp notes into Excel when you get home, dealing with outdated spreadsheets, and risking data loss.
Instant Real-Time Cloud Sync
Switch devices seamlessly with zero setup. Every stock change, quote, and payment updates instantly everywhere.
Complete Operational Toolkit
Built for physical products and service workflows.
Custom Product Fields & Specs
Create your own unlimited custom fields (serial numbers, sizes, colors, materials, warranties) tailored exactly to your operation.
Branded PDF Invoices & Quotes
Turn conversations into paid orders with professional, watermark-free PDFs you can send directly to clients in one click.
Custom Tags & Smart Segmentation
Define your own custom labels (VIP, Wholesale, Urgent, Local) with endless options to categorize and filter clients in seconds.
Instant Profit & Margin Insights
Know your exact gross profits and real-time margins on every single sale without waiting for month-end accounting spreadsheets.
Flexible Installments & Balances
Keep cash flowing smoothly by tracking deposits, partial payments, and remaining balances per customer with zero confusion.
Supplier Directory & Cost Control
Organize vendor contacts, fiscal profiles, and purchase orders that automatically replenish your catalog inventory.
Fast Stock Adjustments & Audits
Keep physical inventory 100% accurate by quickly logging damaged goods, sample giveaways, or audit corrections in seconds.
Instant Search & Keyboard Shortcuts
Pull up any client, quote, or product in milliseconds with global search hotkeys without digging through menus.
Built for small teams reclaiming their mental bandwidth
Whether you run your operation on your phone, quote over WhatsApp on the go, or manage inventory on your desktop, Clientinario is completely modular. Your data stays 100% in sync in real time across all devices—getting your business out of your head, post-its, and messy spreadsheets without missing a beat.
Simple, transparent pricing for growing shops
Free
Essential client and transaction management.
- 40 Monthly Transactions
- 25 Products
- 30 Clients
- 20 Suppliers
- 1 Seat (Owner only)
- 10 Custom Fields (2 Groups)
- Import & Export
- Standard WhatsApp Quick Presets
- Standard PDF Template
Pro
Grow your operations with zero resource limits.
- Unlimited Monthly Transactions
- Unlimited Products
- Unlimited Clients
- Unlimited Suppliers
- 2 Seats (Owner + 1 Sales/Accountant)
- Unlimited Custom Fields
- Financial Reports (P&L, Margins)
- Import & Export
- Custom WhatsApp Templates & Live Editing
- Custom PDF Templates
Team
Add your salespeople and manage operations collectively.
- Unlimited Monthly Transactions
- Unlimited Products
- Unlimited Clients
- Unlimited Suppliers
- 5 Seats (Owner + 4 Managers/Sales/Accountants)
- Unlimited Custom Fields
- Financial Reports (P&L, Margins)
- Import & Export
- Custom WhatsApp Templates & Live Editing
- Custom PDF Templates
Need more seats or custom features?
Contact our team for a tailored plan that fits your growing organization.