{"id":1463181,"date":"2026-04-20T20:10:47","date_gmt":"2026-04-20T19:10:47","guid":{"rendered":"https:\/\/webpixelia.com\/portfolio\/cliento-beta\/"},"modified":"2026-06-14T20:20:32","modified_gmt":"2026-06-14T19:20:32","slug":"cliento-beta","status":"publish","type":"project","link":"https:\/\/webpixelia.com\/en\/portfolio\/cliento-beta\/","title":{"rendered":"Cliento (Beta)"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"<p>A complete SaaS platform dedicated to freelancers to manage their projects, clients and payments smoothly. Cliento centralise la collaboration, automatise les workflows et simplifie la validation client gr\u00e2ce \u00e0 un portail accessible sans compte.<\/p>\n","protected":false},"featured_media":1463180,"template":"","meta":{"_seopress_titles_title":"Cliento \u2013 Freelance project management SaaS with integrated client portal and payments","_seopress_titles_desc":"Cliento is a modern SaaS platform for freelancers: milestone-based project management, client portal without registration, integrated payments via Stripe and advanced automations to increase productivity.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"both","_seopress_redirections_param":"","_seopress_redirections_type":301,"_seopress_analysis_target_kw":"","_uag_custom_page_level_css":"","image_header":1463178,"url_video":"","url_site":"https:\/\/cliento.dev\/changelog","cms":"Application SaaS full-stack (Next.js \/ TypeScript \/ PostgreSQL)","cahier_des_charges":"<h3>Context &amp; Overall Objective<\/h3>\nThe Cliento project was born from a real-world observation: freelance freelancers regularly encounter friction in managing their client projects, particularly during the validation, communication, and follow-up phases.\n\nBetween scattered exchanges (emails, messages, files), approval delays, and a lack of visibility on the client side, project management quickly becomes inefficient and time-consuming.\n\nThe main objective was therefore to design a modern SaaS platform that <strong>centralizes project management and streamlines client relationships<\/strong>, while eliminating any access barriers for clients.\n\nThe product had to offer a simple, fast, and professional experience, with <strong>a client portal accessible without account creation<\/strong>, in order to drastically reduce friction points.\n\nBeyond project management, the ambition was also to transform Cliento into <strong>a true business tool for freelancers<\/strong>, capable of supporting the entire project lifecycle: monitoring, validation, communication, and monetization.\n<h3>Key Objectives<\/h3>\n<ul>\n \t<li>Reduce friction in freelance-client communication<\/li>\n \t<li>Eliminate the need for client account creation<\/li>\n \t<li>Structure projects clearly and professionally<\/li>\n \t<li>Accelerate approvals and minimize project roadblocks<\/li>\n \t<li>Automate follow-ups and notifications<\/li>\n \t<li>Improve the freelancer's image with clients<\/li>\n \t<li>Centralize communication and deliverables in a single space<\/li>\n \t<li>Facilitate monetization through integrated payment options<\/li>\n<\/ul>\n<h3>Expected Functional Structure<\/h3>\n<h4>Freelancer Workspace (Dashboard)<\/h4>\nThe main interface was designed to allow freelancers to manage all their projects centrally.\n\n<strong>Project Management<\/strong>\n<ul>\n \t<li>Project Creation and Management<\/li>\n \t<li>Assignment to a Client<\/li>\n \t<li>Project Statuses (Draft, In Progress, Pending, Completed)<\/li>\n \t<li>Overview of Progress<\/li>\n<\/ul>\n<strong>Internal Organization<\/strong>\n<ul>\n \t<li>Creation of Milestones (Client Visible)<\/li>\n \t<li>Management of Internal Tasks (Client Not Visible)<\/li>\n \t<li>Project Stage Scheduling<\/li>\n<\/ul>\n<strong>Monitoring &amp; Monitoring<\/strong>\n<ul>\n \t<li>Visualization of Overall Progress<\/li>\n \t<li>Progress Indicators<\/li>\n \t<li>History of Actions and Interactions<\/li>\n<\/ul>\n<h4>Frictionless Customer Portal<\/h4>\nThe customer portal is the heart of the product and was designed to offer a seamless and intuitive experience, accessible via a single, secure link.\n\n<strong>Simplified Access<\/strong>\n<ul>\n \t<li>Access via a single link (secure token)<\/li>\n \t<li>No account creation required<\/li>\n<\/ul>\n<strong>Project Overview<\/strong>\n<ul>\n \t<li>Overall progress bar<\/li>\n \t<li>Milestone timeline<\/li>\n \t<li>Clear and understandable status updates<\/li>\n<\/ul>\n<strong>Customer Interaction<\/strong>\n<ul>\n \t<li>Acceptance or rejection of milestones<br \/>Adding comments<br \/>Viewing past discussions<br \/>User Experience<br \/>Clean and intuitive interface without explanations<br \/>Highlighting of next steps<br \/>Maximum reduction of friction points<\/li>\n \t<li>Adding comments<\/li>\n \t<li>Viewing past discussions<\/li>\n<\/ul>\n<strong>User Experience<\/strong>\n<ul>\n \t<li>Clean and intuitive interface without explanations<\/li>\n \t<li>Highlighting of next steps<\/li>\n \t<li>Maximum reduction of friction points<\/li>\n<\/ul>\n<h4>Validation &amp; Payment System<\/h4>\nThe product was designed to go beyond simple tracking by integrating validation and monetization mechanisms.\n\n<strong>Milestone Validation<\/strong>\n<ul>\n \t<li>Milestones Pending Validation<\/li>\n \t<li>Direct Customer Action (Validate\/Reject)<\/li>\n<\/ul>\n<strong>Integrated Payment<\/strong>\n<ul>\n \t<li>Payment per Milestone<\/li>\n \t<li>Validation \u2194 Payment Link<\/li>\n \t<li>Simplified Billing Process<\/li>\n<\/ul>\n<h4>Customer Relationship Automation<\/h4>\nAn automated system needed to be implemented to reduce the freelancer's mental workload.\n\n<strong>Automated Follow-Ups<\/strong>\n<ul>\n \t<li>Detection of Pending Milestones<\/li>\n \t<li>Sending Automated Email Follow-Ups<\/li>\n<\/ul>\n<strong>Notifications<\/strong>\n<ul>\n \t<li>Emails Upon Approval or Rejection<\/li>\n \t<li>Monitor Interaction Tracking<\/li>\n<\/ul>\n<h4>Generation of professional deliverables<\/h4>\nThe product was designed to showcase the work completed at the end of a project.\n\n<strong>PDF export<\/strong>\n<ul>\n \t<li>Generation of a summary document<\/li>\n \t<li>Clear presentation of milestones and exchanges<\/li>\n \t<li>Professional, shareable format<\/li>\n<\/ul>\n<h4>Customization &amp; branding<\/h4>\nTo enhance the freelancer's image, the platform was designed to offer customization options.\n<ul>\n \t<li>Adding a logo<\/li>\n \t<li>Defining custom colors<\/li>\n \t<li>Personalized email signature<\/li>\n \t<li>Removing branding (advanced option)<\/li>\n \t<li>Option for a custom domain<\/li>\n<\/ul>\n<h3>Product Direction &amp; User Experience<\/h3>\nThe product needed to embody a modern, minimalist, and efficiency-driven approach.\n<ul>\n \t<li>Clear and streamlined interface<\/li>\n \t<li>Fast and intuitive navigation<\/li>\n \t<li>Maximum reduction of complexity<\/li>\n \t<li>Seamless experience for both freelancers and clients<\/li>\n \t<li>Design consistent with current SaaS standards<\/li>\n \t<li>Immediate accessibility without complex onboarding<\/li>\n<\/ul>\nParticular attention had to be paid to the client experience, ensuring they immediately understand the project status and expected actions.\n<h3>Tone &amp; Positioning<\/h3>\nCliento needed to be positioned as a <strong>simple, professional, and results-oriented tool <\/strong>for freelancers looking to structure their business without complexity.\n\nThe product should not be perceived as a mere task management tool, but rather as <strong>a lever for streamlining client relationships and improving the approval process.<\/strong>\n\nThe objective was to offer a modern, accessible, and efficient solution that allows freelancers to save time, enhance their professional image, and optimize their project management.","apercu_developpemants":"<h3>Design of a Complete SaaS Platform<\/h3>\nThe Cliento project involved the design and development of a full-stack SaaS application dedicated to freelancers, covering the entire project management cycle: creation, tracking, client validation, and monetization.\n\nThe application was designed as a standalone, online tool with a modern architecture enabling rapid scalability and simplified maintenance.\n<h3>Implementation of a Structured Freelance Dashboard<\/h3>\nA dedicated space for freelancers was developed to centralize all projects and facilitate their management.\n\nThe dashboard enables:\n<ul>\n \t<li>rapid project creation<\/li>\n \t<li>organization into internal milestones and tasks<\/li>\n \t<li>project status management<\/li>\n \t<li>a clear visualization of progress<\/li>\n<\/ul>\nThe interface was designed to offer immediate access to key information, with a logical hierarchy of elements and smooth navigation.\n<h3>Development of a client portal without authentication<\/h3>\nOne of the project's major features is the creation of a client portal accessible via a single, secure link, without the need to create an account.\n\nEach project automatically generates a public URL allowing the client to:\n<ul>\n \t<li>track project progress<\/li>\n \t<li>view milestones<\/li>\n \t<li>approve or reject a step<\/li>\n \t<li>exchange feedback<\/li>\n<\/ul>\nThis technical and UX choice significantly reduces friction and improves the client interaction rate.\n<h3>Implementation of a Milestone Validation System<\/h3>\nThe milestone system forms the core functionality of the application.\n\nEach milestone can be:\n<ul>\n \t<li>prepared by the freelancer<\/li>\n \t<li>submitted for client validation<\/li>\n \t<li>approved or rejected with feedback<\/li>\n<\/ul>\nThis mechanism structures the project into clear steps and promotes controlled progress, while actively involving the client in the process.\n<h3>Integration of Payments via Stripe<\/h3>\nA milestone payment system has been integrated to simplify project monetization.\n\nThe client can make a payment directly from the portal, linked to the validation of a milestone.\n\nThis feature allows:\n<ul>\n \t<li>secure payments<\/li>\n \t<li>streamline the invoicing process<\/li>\n \t<li>reduce payment times<\/li>\n<\/ul>\nThe integration also includes subscription management (Solo and Pro plans).\n<h3>Automated Follow-Ups and Notifications<\/h3>\nAn automated follow-up system has been implemented to minimize delays related to waiting for client approval.\n\nThe system:\n<ul>\n \t<li>detects milestones that have been pending for several days<\/li>\n \t<li>automatically sends follow-up emails<\/li>\n \t<li>records these emails in the database<\/li>\n<\/ul>\nNotifications are also triggered for important actions (approval, rejection), allowing freelancers to stay informed in real time.\n<h3>Dynamic PDF Document Generation<\/h3>\nA PDF export feature has been developed to enable the generation of professional deliverables at the end of a project.\n\nThe generated document contains:\n<ul>\n \t<li>project information<\/li>\n \t<li>progress status<\/li>\n \t<li>milestones and their statuses<\/li>\n \t<li>associated communications<\/li>\n<\/ul>\nThis feature provides added value in terms of reporting and professionalization.\n<h3>Freelance Profile Customization System<\/h3>\nA customization module has been implemented to allow freelancers to personalize the interface to reflect their brand.\n\nOptions include:\n<ul>\n \t<li>adding a logo<\/li>\n \t<li>defining custom colors<\/li>\n \t<li>a personalized email signature<\/li>\n \t<li>removing branding (depending on the plan)<\/li>\n<\/ul>\nThese elements enhance visual consistency and credibility with clients.\n<h3>Subscription System Development<\/h3>\nA plan management system has been implemented to structure access to features.\n\nThree tiers have been defined:\n<ul>\n \t<li>a limited free version<\/li>\n \t<li>a Solo plan with advanced features<\/li>\n \t<li>a Pro plan with extensive customization options<\/li>\n<\/ul>\nBusiness logic allows for dynamic restriction of certain features based on the user's active plan.\n<h3>Implementation of an analytics module<\/h3>\nAn analytics module was developed to provide freelancers with a comprehensive view of their business.\n\nThe data allows them to track:\n<ul>\n \t<li>project progress<\/li>\n \t<li>client interactions<\/li>\n \t<li>overall performance<\/li>\n<\/ul>\nThis feature contributes to transforming the tool into a true management solution.\n<h3>UX Optimization<\/h3>\nParticular attention was paid to the user experience, for both freelancers and clients.\n\nOptimizations include:\n<ul>\n \t<li>a clean and modern interface<\/li>\n \t<li>fast and intuitive interactions<\/li>\n \t<li>a reduction of unnecessary steps<\/li>\n \t<li>overall consistency of user journeys<\/li>\n<\/ul>\nThe goal was to offer an application that is immediately understandable, without a complex learning curve.","details_techniques":"<h3>Results<\/h3>\nA comprehensive SaaS platform that transforms freelance project management into a seamless, structured, and results-oriented experience:\n\n<strong>Product Experience &amp; Innovation<\/strong>\n\nA new approach to the freelance-client relationship, focused on simplicity and eliminating friction:\n<ul>\n \t<li>Client portal accessible without account creation, via a single secure link<\/li>\n \t<li>User experience designed for immediate understanding, without onboarding<\/li>\n \t<li>Milestone system structuring the project into clear and achievable steps<\/li>\n \t<li>Simplified client interaction: approval, rejection, and feedback in just a few actions<\/li>\n \t<li>Centralized communication and progress tracking in a single interface<\/li>\n<\/ul>\nThis approach significantly reduces project roadblocks and improves the efficiency of the approval process.\n\n<strong>Structuring your freelance workflow<\/strong>\n\nCliento goes beyond task management, offering a truly structured work environment:\n<ul>\n \t<li>Project organization with visible milestones and internal tasks<\/li>\n \t<li>Project status tracking with clear business logic<\/li>\n \t<li>Real-time visualization of overall progress<\/li>\n \t<li>History of client interactions and decisions<\/li>\n<\/ul>\nFreelancers thus benefit from a coherent work environment, facilitating project management and decision-making.\n\n<strong>Business integration &amp; monetization<\/strong>\n\nThe product directly integrates the freelancer's financial needs:\n<ul>\n \t<li>Milestone payments directly from the client portal<\/li>\n \t<li>Approval \u2194 payment link to secure revenue<\/li>\n \t<li>Subscription system with access management by plan<\/li>\n \t<li>Reduced invoicing times and manual follow-ups<\/li>\n<\/ul>\nCliento thus becomes an operational tool that directly impacts project profitability.\n\n<strong>Automation &amp; Productivity Increase<\/strong>\n\nAn automated system has been implemented to reduce mental workload and repetitive tasks:\n<ul>\n \t<li>Automatic reminders based on milestone status<\/li>\n \t<li>Real-time notifications for customer actions<\/li>\n \t<li>Interaction logs for precise tracking<\/li>\n \t<li>Reduced manual intervention in customer follow-up<\/li>\n<\/ul>\nThese mechanisms result in significant time savings and improved continuity in project management.\n\n<strong>Technical Performance &amp; Architecture<\/strong>\n\nA modern and scalable architecture has been implemented to guarantee performance and scalability:\n<ul>\n \t<li>Full TypeScript stack with Next.js App Router<\/li>\n \t<li>Structured and decoupled API (auth, projects, client, payments, cron)<\/li>\n \t<li>Optimized relational database via Prisma<\/li>\n \t<li>Server-side dynamic PDF generation<\/li>\n \t<li>Stripe integration with subscription and webhook management<\/li>\n<\/ul>\nThis combination ensures fast response times and a solid foundation for future development.\n\n<strong>User Experience &amp; Accessibility<\/strong>\n\nParticular attention has been paid to the product's ergonomics and accessibility:\n<ul>\n \t<li>Clean and modern interface based on Tailwind<\/li>\n \t<li>Intuitive navigation with no learning curve<\/li>\n \t<li>Smooth experience on desktop and mobile<\/li>\n \t<li>Customer portal usable without technical knowledge<\/li>\n<\/ul>\nThe product is designed to be immediately operational, both for freelancers and their clients.\n\n<strong>Scalability &amp; scalability<\/strong>\n\nThe platform was designed from the outset to support growth:\n<ul>\n \t<li>Modular architecture facilitating the addition of new features<\/li>\n \t<li>Extensible plan system (dynamically activated features)<\/li>\n \t<li>Decoupled external integrations (email, payment, upload)<\/li>\n \t<li>Foundation ready for future developments (multi-user, mobile, integrations)<\/li>\n \t<li>Overall project impact<\/li>\n<\/ul>\nCliento is a comprehensive solution that enables:\n<ul>\n \t<li>professionalizing client relationships<\/li>\n \t<li>structuring projects clearly and efficiently<\/li>\n \t<li>reducing friction and accelerating approvals<\/li>\n \t<li>directly integrating the financial dimension into the workflow<\/li>\n \t<li>centralizing all interactions in a single tool<\/li>\n<\/ul>\nA modern SaaS solution that goes beyond a simple management tool to become a true driver of efficiency and performance for freelancers, while offering a robust and scalable technical foundation.","screens":"[{\"screen_titre\":\"Page Dashboard (Projets)\",\"screen_image_id\":1463173},{\"screen_titre\":\"Page Clients\",\"screen_image_id\":1463172},{\"screen_titre\":\"Page Devis\",\"screen_image_id\":1463174},{\"screen_titre\":\"Page Factures\",\"screen_image_id\":1463175},{\"screen_titre\":\"Page Analytics\",\"screen_image_id\":1463171},{\"screen_titre\":\"Page Profil\",\"screen_image_id\":1463176},{\"screen_titre\":\"Landing 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