Replace Zoho CRM, Zoho Sign, and Zoho Books — three logins, three data models, three bills — with one workspace where contracts, billing, and client records are the same object.
Zoho CRM trades depth for breadth. Clientia trades configuration for conviction — every workflow is designed for how boutique professional service firms actually operate.
Getting contracts, billing, and CRM from Zoho means Zoho CRM + Zoho Sign + Zoho Books — three separate products with separate logins, separate data models, and separate support. Clientia is one workspace where contracts, billing, and client records are the same object.
Zoho's interface reflects its low-cost positioning. For a firm charging €10,000/month retainers, the workspace your team works in every day sends a signal. Clientia's glass-and-coral aesthetic is designed to match the quality of work you deliver.
Zoho CRM has no concept of a contractual obligation — the thing a signed contract creates. Clientia tracks every obligation from the clause that spawned it: when it's due, what triggers it, and who's responsible.
Zoho CRM is priced per seat, and matching Clientia's feature set requires Zoho CRM + Zoho Sign + Zoho Books. Three products, three bills, three logins. Clientia is one.
Zoho estimated at CRM Professional plus Zoho Sign and Zoho Books for equivalent functionality. Clientia pricing shows the recommended plan tier.
What firms ask before moving from Zoho CRM to Clientia — answered honestly, in plain language.
Clientia is built for boutique professional service firms — law firms, consultancies, agencies, and accountancy practices — that need a workspace as considered as the work they deliver. Your first contract, retainer, and client record can be live today.