Client operations platform for service businesses

Run every stage of client work in one place

Manage inquiries and sales, deliver services, and get paid in Cintram. See where the work stands and give clients a clear place to follow progress and respond.

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No credit card required.

Project record
A client project in Cintram: the client, value, owner and next step, and the parts of the engagement it holds, from intake onward

One engagement. Two views.

You manage the work. Clients see their part.

Internal notes, team-only tasks, and files you haven't shared stay in the working view. Clients see only what you share with them.

For your business

The working view

Keep plans, activity, communication, and billing together around the client.

Project record
The Meridian partner onboarding project's tasks in Cintram, each marked Visible to client or Internal

For your clients

The client view

Clients you invite sign in to a portal with your name, logo, and colors, not ours. There they follow progress, complete their tasks, sign agreements, and pay invoices.

Rebecca's portal, in the business's own name: the tasks waiting on her, an invoice to pay, and an approval due

Ways to deliver

Built for the way client work actually happens

Some client work has a clear start and finish. Other work continues month after month or unfolds across sessions. Manage each in Cintram without making every client follow the same process.

  • Project work

    Take clients from kickoff to completion.

    For agencies, studios, and consultants managing defined projects with milestones, files, feedback, and deadlines.

    ProjectsProject templatesProject workflows

  • Ongoing work

    Keep every retainer on track, month after month.

    For consultants, advisors, and agencies managing retainers, regular deliverables, requests, and billing.

    Recurring billingRenewalsClient requests

  • Courses and sessions

    Guide clients through lessons and live sessions, and follow their progress.

    For coaches, trainers, and educators who teach a course, run a group program, or sell a set number of sessions.

    CoursesGroup programsSession packages

How it works

A typical path from inquiry to payment

Clients don't all take the same route. Some start with an inquiry, others at checkout or a booked call. Wherever they start, what your team records along the way stays with the client.

Winning the work

Before the work begins

Turn interest into client work

  • Request a quote form
    A Request a quote form filled in with a prospect's contact details

    Capture an inquiry

    Web forms, landing pages, and funnels bring inquiries into Cintram, and each new lead can go straight to the right person.

  • Lead activity
    Lead activity showing a quote request and the newsletter and LinkedIn links clicked before it

    Understand the interest

    See which of your pages and links a prospect engaged with, so the first conversation starts with context.

  • Give prospects a clear next step

    Let them buy a service online through checkout, or book a call when the next step is a conversation.

Sales

Close the deal. Start the work.

Keep every opportunity moving and agree on scope and price before the work begins. When you turn the won deal into a project, what was agreed goes with it.

DealsService catalogQuotesAgreements
A quote as the client reads it, with each service, its price, and the total

Running the work

Onboarding

Clients know what to expect from day one

Give each new client one place to start, with what you need from them and what happens next. They know where things stand without another status email.

Branded portalIntake formsClient tasks
The project in the client's portal: its current stage and the things waiting on the client, each with a due date

Delivery

Deliver with clients, not around them

Keep the next step visible to everyone involved. Clients review work where it happens instead of over email, and a change in scope is agreed before it reaches the plan or the bill.

ApprovalsChange ordersClient updatesShared files
An approval task in the client's portal: a place to send files, and a comment from the team with the client's reply

Billing

Keep payment close to the work

Bill the way the work was agreed and see what each client owes. Clients pay online from the invoice link without signing in.

InvoicesOnline paymentsBilling plansScheduled sendingStatements
Invoice
An invoice in Cintram showing the paid amount and balance due for Meridian Tax Partners

See your own client work in Cintram.

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Across every stage

The everyday work stays in Cintram too

Messages, tasks, scheduling, and files are where handoffs usually slip. These tools work alongside the client journey rather than in separate apps.

  • Conversations

    Email and portal chat with a client share one thread on their record. Replies come back to Cintram, so teammates with access can pick up.

  • Tasks and Inbox

    Tasks for your team and your clients, reviews and approvals, and one Inbox for everything addressed to you.

  • Appointments

    Booking pages with your hours and appointment types. Clients book, reschedule, or cancel from one link.

  • Automation

    When a form is submitted, a deal moves, or a booking comes in, send the email, create the task, or assign the lead.

  • Email campaigns

    Send campaigns to a segment of your contacts and track opens and clicks.

  • Files and sharing

    Documents, images, and video stay in Drive with the client and project they belong to, with a share link when someone outside needs one.

Customer perspectives

A clearer way to work with clients

Once a client signs up, I can see what we agreed and what needs to happen next without digging through messages. It makes starting the work much easier.
BRBhaskara RallabandiFounder, Epic Skills LLC
Our clients noticed the difference. They could see where the work stood and respond when we needed something from them. They told us the experience felt more professional.
HBHeidi BirudugaddFounder, COIN Symposia LLC

Cintram Learn

The practical side of serving clients

Guides on starting work well, managing requests, and keeping delivery moving.

Visit Learn

Client onboarding

What to collect from clients before work starts

A practical way to gather the access, decisions, files, and context a project needs before delivery gets blocked.

Read article

Operations

How to reduce client onboarding delays

Find the handoffs that slow a new engagement down and give every person a clearer next step.

Read article

Client delivery

Stop losing client requests in email and Slack

Separate a request that needs action from another message that disappears into the conversation.

Read article

Start with one client

See how Cintram fits your work

Start with a test client and see both views before you invite a real client.

Start your 7-day free trial

No credit card required.