Administrators plan
See the schedule and the full order, assign resources and hand work over to the team.
- Bookings and resource availability
- Customers and order history
- Order value and status
CLIENTORA FEATURES
Plan capacity, assign work and track orders. Administrators see the schedule, staff see their tasks, and customers see order progress and approval requests.
14 days to explore Clientora
Anna · Kia Sportage · bay 2
The technician added a photo and proposed extra treatment. The customer sees the price and revised completion time.
Workflows for detailing, rentals and entertainment
Administrator workspace, Pro and customer account
Activity history, photos and payment records in each order
01 / How it works
Schedules, tasks and order history stay connected. Explore each step to see what your team can work with.
Choose your industry and follow an order from an available slot to a completed customer experience.
Plan a bay and technician, document the vehicle's condition and agree on extra work with the customer.
01 / 05
The administrator chooses a service, available bay and technician. The booking is linked to the customer and vehicle.
02 / 05
Add photos and complete the check-in checklist. The technician can review the notes before starting work.
03 / 05
The technician opens the order in Clientora Pro, reviews the scope and marks actions as complete.
04 / 05
A stubborn stain needs extra treatment. The customer sees the photo, additional price and revised completion time, then makes a decision.
05 / 05
Document the result, complete the order and record the payment. Work history and materials stay linked to the customer.
Check availability for the required period and document handover and the item's condition on return.
01 / 05
Choose an available item for the customer's dates and create a reservation. The item and period are linked to the order.
02 / 05
A staff member checks the equipment and condition against a checklist. Photos are saved in the order before handover.
03 / 05
Record the handover, expected return and payments. Colleagues can open the order to review the rental details.
04 / 05
Open the handover materials when the item returns, inspect it and save the result.
05 / 05
Complete the order after checking the return. The rental period, materials and recorded payments stay in the customer's history.
Plan sessions and places, manage group bookings and give staff the details they need before a visit.
01 / 05
Open the schedule, choose a session and check resources for the group's size.
02 / 05
Save the booking details, price and organiser's requests. The team can review them in the order.
03 / 05
Assign a staff member who can review the time, group size and preparation tasks in Clientora Pro.
04 / 05
Staff record attendance and update the order to in progress. The administrator can see the current session status.
05 / 05
Mark the session as finished and review recorded payments. Visit details stay in the customer's history.
Workflow illustration · fictional demo data
02 / Team and customer
Information stays with the order as work moves between administrators, staff and customers.
See the schedule and the full order, assign resources and hand work over to the team.
Open assigned tasks, update progress and save supporting materials as work happens.
Follow their order status and make decisions on approval requests.
03 / Features
Bring your workflow together, from the first booking to recorded payments.
Plan bookings around time and resources, including bays, rental items and session places.
Open contact details and previous orders to keep customer context at hand.
Keep services, tasks and assigned staff in one order. See what is complete and what comes next.
Document the initial condition and the result. Use checklists to track required actions.
Explain proposed extra work with supporting materials and a price. Keep the customer's decision with the order.
Review the order total, recorded payments and remaining balance. Keep a clear history of the amounts recorded.
04 / Getting started
Set up your workspace and try a familiar workflow during your trial.
Select your business type and configure a workspace around your services.
Create resources and services, set staff permissions and import customer data from CSV.
Create a booking, assign a team member and follow your process through to completion. Check which information you need at each step.
05 / Pricing
Try Clientora with your own workflows first. The current subscription price is shown below.
Terms and documentsClientora
14,990 ₽
per 30 days
The price is for one workspace. The final amount and available payment methods are shown before purchase.
Choose your industry, add your resources and services, and run a typical order during the trial. This lets you assess scheduling, teamwork and order history using a familiar workflow.
The workflow follows your business resources. Detailing involves a vehicle, bay and jobs; rentals involve an item, rental period and return; entertainment involves a session, places and attendance. The examples on this page illustrate those differences.
Customer data can be imported from CSV. Prepare your file in a supported format and check the field mapping before importing.
Configure staff and permissions in your workspace. Administrators manage the schedule and orders, while staff work with assigned tasks in Clientora Pro.
Add the proposal, price and supporting materials to the order. The customer reviews the request in their account and makes a decision. The approval history stays linked to the order.
Yes. Record payments in an order and review the remaining balance. A record tracks the amounts in the CRM; it does not itself make a bank transfer or issue a fiscal receipt.
Clientora Pro
Connect your inquiry sources and CRM. Configure processing scenarios, keywords, regions and budget. Track results, transaction balance and usage. Climate services are available as an industry template.
Find clients among your organization's inquiries and match contractors from its roster. Preview results for free, then confirm separately: saving a nonempty shortlist of up to 20 results uses one transaction. Creating a CRM deal is a separate transaction. Empty results, errors and reopening the same shortlist are free.
2,500 transactions: RUB 4,990/month; 5,000: RUB 7,500/month. Add-ons from RUB 1,290 for 500. Main CRM is a separate subscription. The free contractor workspace remains available.
Open Clientora Pro scenariosClientora
Choose your industry, add your resources and see how the schedule, team and customer connect in one workflow.
You can allow Yandex Metrica to measure public page visits and button clicks. Screen and form recording are off. CRM workspaces are not tracked. You can change your choice in the footer. Details