ClickUp is an all-in-one work platform with projects, docs, chat, whiteboards and automations; Klientele is a post-sales operating system for service businesses with industry templates, retainers, invoicing and a client portal built in.
Pick Klientele if any of these describe your operational needs.
We built Klientele. We still tell you when ClickUp is the right call.
Klientele cells name the plan a feature starts on. ClickUp's cells link to the ClickUp page each one was checked against (dates under Sources). Plans and prices change, so check before you decide.
| Feature | Klientele | ClickUp |
|---|---|---|
| Task management | Yes — requests and ideas per industry template | Yes — unlimited tasks on every plan source |
| Sprints | Yes | Sprint management; sprint points and reporting on Business source |
| Time tracking | Yes — built in | Native time tracking from Unlimited; trial on Free Forever source |
| Client portal | Yes — open work, approvals, outstanding bills | Guests with permission control from Unlimited; Free Forever guests get full access source |
| Capacity planning | Weekly capacity per person (Team and Agency) | Resource management (Unlimited); portfolio workload management (Business) source |
| Dashboards | Practice dashboard; executive dashboards on Team and Agency | Unlimited dashboards with advanced cards on Business source |
| Custom fields | Yes (Team and Agency) | Basic on Free Forever; unlimited from Unlimited source |
| Views | List, Kanban, Calendar, Gantt | Kanban and Calendar on Free Forever; unlimited Gantt from Unlimited source |
| Automation | Scheduled reminders and monthly retainer rollover; no custom automation rules | Yes — monthly execution limits by plan (5,000 on Business) source |
| Docs / wikis | No | Yes — Collaborative Docs on every plan source |
| Chat / messaging | Comments on requests, internal or client-visible | Yes — ClickUp Chat from Unlimited source |
| Pricing model | From ₹3,999/month (Solo, 1 seat, invoicing included). Retainers from ₹11,999/month (Team, 5 seats). Tax included. | Free Forever; paid plans per user, per month source |
| Free trial | 14 days, every feature, 1 seat | Free Forever plan source |
Move gradually: new work starts in Klientele, work already under way finishes where it started.
Export the open tasks you want to keep from ClickUp as CSV.
Create a Klientele workspace and choose the industry template that fits your business.
Add your clients in the app. ClickUp Spaces or Folders usually map to Klientele clients or projects.
On the Team and Agency plans, import open tasks as requests from CSV (up to 100 rows per file, into one project), mapping columns to fields.
New work goes to Klientele. Tasks already open in ClickUp finish there.
Export what you need to keep and cancel at renewal.
Klientele is a post-sales operating system that keeps client requests, workflow, time, retainers, invoicing and a client portal in one system, with templates for eight industries. ClickUp is built for a narrower or different job. If your bottleneck is the gap between doing the work, keeping the client informed and billing for it, Klientele is worth a trial; if you need ClickUp's specialist depth, ClickUp may fit better.
It depends on team size. Klientele charges a flat monthly price per workspace with a seat limit, not a per-user price: Solo ₹3,999 (1 seat, invoicing but no retainers), Team ₹11,999 (5 seats) and Agency ₹29,999 (20 seats), tax included. Compare that with ClickUp's current price for your number of users, plus any separate tools you would still need.
Yes, gradually. On the Team and Agency plans you can import open requests and ideas from a CSV file (up to 100 rows per file, into one project); clients are added in the app. Most teams start new work in Klientele from day one and let work already under way finish in ClickUp.
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