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ClientNestby Swasti

Everything between “yes” and “paid”.

8 tools that replace the WhatsApp threads, shared folders, invoice templates and reminder messages you juggle today.

01

Client onboarding

One link replaces the twenty-email back-and-forth before work even starts.

  • Branded intake forms: brief, brand assets, logins, budget
  • Proposal, contract and first invoice in the same flow
  • Welcome kit with timelines and how you work
  • Reusable templates for every type of project
02

Client portal

Every client gets their own page with your logo: status, files, invoices and next steps.

  • Your logo, colours and custom domain
  • Login by magic link or WhatsApp OTP, no passwords
  • Project timeline and what's waiting on whom
  • Everything ever shared, in one place
03

Project updates

Post an update once. Your client gets it on WhatsApp and email, and it's saved in their portal.

  • Weekly update templates: done, next, blocked
  • Delivered on WhatsApp and email
  • Read receipts, so you know they've seen it
  • Scheduled updates that go out on their own
04

Files & approvals

Share drafts, collect comments on the file itself, and get a clear “approved” with a date.

  • Comments pinned to designs, videos and docs
  • One-click approval with a timestamp
  • Revision rounds counted, so scope creep is visible
  • Final files released when the invoice is paid
05

Proposals & contracts

Send a proposal they can accept, sign and pay the deposit for, in one go.

  • Proposal templates with packages and add-ons
  • E-signatures with an audit trail
  • Deposit collected the moment they sign
  • Contract clauses for freelancers, ready to use
06

Invoices & payments

GST-ready invoices in any currency, with UPI, card and bank transfer on every one.

  • GST and international invoices, with your tax details
  • Pay by UPI, card or bank transfer
  • Recurring invoices for retainers
  • Milestone and deposit invoices
07

Payment reminders

Polite, automatic nudges, so you never have to write “just following up on the invoice” again.

  • Reminders before, on and after the due date
  • Sent on WhatsApp and email, in your tone
  • Late fees added automatically, if you want them
  • Stops the moment the payment lands
08

Earnings at a glance

What's paid, what's due and what's late, per client and per month, ready for your CA.

  • Income by client, month and currency
  • Overdue invoices flagged in red
  • Exports for your accountant and ITR
  • Expenses and TDS tracked alongside income

Update from Ananya Design Co.

Round 2 of the logo is up 🎨 I've refined the two directions you liked. Please leave comments on the file by Thursday so we stay on schedule.

Open your portal →

10:12

Approved! Love option B 🙌

Invoice INV-0142 · ₹24,000

Milestone 2 is complete. Pay by UPI, card or bank transfer.

Pay ₹24,000

Ananya Design Co.

GSTIN 07ABCDE1234F1Z5

Due in 5 days
Invoice INV-0143Bill to: Mehra Interiors
  • Brand identity: logo, colours, type₹30,000
  • Social media kit (12 templates)₹8,000
  • Revision round 3 (extra)₹2,500
Subtotal
₹40,500
IGST 18%
₹7,290
Total
₹47,790
UPICardBank transfer

Automatic reminder scheduled for the due date

Also included

The small things that add up.

  • Works on phone and laptop
  • Hindi and English client emails
  • Client notes and contact details
  • Tasks and to-dos per project
  • Expense tracking with receipts
  • Multi-currency invoices
  • Export everything, any time
  • Passwordless, private client logins

Spend less time chasing clients. More time doing the work.

Message us on WhatsApp. We'll set up your nest, and you can onboard your next client the same day.

Get started on WhatsApp