Business Software
ClientNest
All-in-one service business management platform for agencies and freelancers
The Challenge
Agencies and freelancers juggle multiple disconnected tools — CRM, invoicing, project management, and communication — leading to lost context, billing errors, and a poor client experience. There was no single platform that handled the full client lifecycle in one place.
Our Solution
Built a unified Django 6 + React 19 platform with real-time WebSocket messaging (Messenger-style read receipts, typing indicators, agent reassignment), Stripe billing, order and service management, team roles, and a client-facing portal — all configurable from a no-code Django admin panel. Deployed on Vercel + Render + Neon with Cloudinary media and Brevo transactional email.
The Outcome
Consolidated 5+ separate tools into a single platform. Real-time WebSocket chat reduced client response time significantly. Automated Stripe invoicing eliminated manual billing errors. Seed data scripts enable instant demo setup for new agency onboarding.