How ClientNest works.

We set it up around how you already work. Then every client follows the same simple path, from proposal to paid.

Getting set up

1
Tell us how you work
A 20-minute WhatsApp or video call about your services, pricing and how you like to run projects.
2
We set up your nest
Your logo, colours, tax details, payment methods and templates for proposals, contracts, intake forms and updates.
3
Bring your clients in
Import current clients and open invoices from a spreadsheet, or start fresh with your next client.
4
Send your first link
Onboard a client in minutes. They get a branded portal; you get your evenings back.
5
Improve as you go
We review your templates with you after the first month, and you can message us any time on WhatsApp.

1
Proposal
You send one link. Your client reads the proposal, picks a package, signs and pays the deposit.
2
Onboard
The intake form collects the brief, brand files and logins. A welcome kit explains how you'll work together.
3
Update
Weekly updates and drafts land on their WhatsApp and in their portal. Feedback and approvals happen on the file.
4
Get paid
Invoices go out with UPI and card links. Reminders chase late payments, and final files unlock when they pay.

Your client's side

Your clients don't need to learn a new tool. Most of it reaches them on WhatsApp.

Clients open their portal from a link and log in with a magic link or WhatsApp OTP.

Every update, file, approval, contract and invoice for their project, always up to date.

UPI, card or bank transfer, right from the invoice. Receipts are sent automatically.

Update from Ananya Design Co.

Round 2 of the logo is up 🎨 I've refined the two directions you liked. Please leave comments on the file by Thursday so we stay on schedule.

Open your portal →

10:12

Approved! Love option B 🙌

Invoice INV-0142 · ₹24,000

Milestone 2 is complete. Pay by UPI, card or bank transfer.

Pay ₹24,000

Message us on WhatsApp. We'll set up your nest, and you can onboard your next client the same day.