Built for real estate agents

Manage every
deal.
Keep everyone in the loop.

Upload your contract and Clienti builds the deal timeline, tracks every deadline, and gives your clients a live view from contract to close.

Free during beta · No payment method required

Clienti dashboard showing active real estate deals, milestones, and upcoming closings

One deal. From contract to close —
and what comes next.

Manage the transaction, keep clients informed, close with confidence, and turn great service into reviews and social proof.

  • Deal workspace

    1845 Harvest Hills Blvd

    In Progress

    Austin, TX · $742,000 · Closing Oct 14

    Brian Mitchell (Buyer) • Karen Lee (Seller)

    Deal progress2 of 5 milestones
    Contract ExecutedSep 2Complete
    Inspection DeadlineSep 12Complete
    Financing DeadlineSep 28In Progress
    Final WalkthroughOct 13Upcoming
    Amendment approved · Closing updated to Oct 142h ago
    01

    Manage

    Keep every deadline and milestone in one clear workspace.

  • clienti.co/timeline/harvest-hills

    Your deal timelineLive

    1845 Harvest Hills Blvd · No login required

    Contract ExecutedSep 2
    Inspection DeadlineSep 12
    Financing DeadlineDue Sep 28
    Final WalkthroughOct 13
    ClosingOct 14
    AF

    Amanda Foster

    Your agent

    (541) 555-0148amanda@example.com
    Client viewed the timeline
    02

    Share

    Give clients a live, no-login view of every milestone.

  • Deal workspace

    1845 Harvest Hills Blvd

    Closed Oct 14 · Brian Mitchell · Buyer

    Completed

    Deal completed

    Closing complete · timeline preserved

    Inspection DeadlineSep 12
    Financing DeadlineSep 28
    Final WalkthroughOct 13
    ClosingOct 14

    Next steps

    Request a reviewArchive deal
    03

    Close

    Carry a clear, polished client experience through closing.

  • Client reviews

    Reviews & social proof

    From completed deals

    1. Review requested
    2. Review received
    3. Approved to share
    4. Social card ready
    Example reviewApproved to share

    "Amanda kept us updated at every step. The shared timeline made closing stress-free."

    Brian M. · Buyer

    Social card · ready to share

    Download
    04

    Grow

    Turn completed deals into reviews and ready-to-share social proof.

Everything you need to stay ahead of every deal.

From AI contract setup to deadlines, amendments and reminders, Clienti keeps every moving part organised.

Purchase_Contract.pdfExtracting
Purchase price$742,000
Inspection deadlineSep 12
Closing dateOct 14
Milestones ready to reviewReview

AI Deal Setup

Upload a contract and Clienti extracts the key dates and milestones, ready for you to review.

Active deals6
88 Willow Bend DrNeeds Attention
2140 Sagebrush CtOn Track
760 Aspen Meadow LnOn Track
Next closing2140 Sagebrush Ct · Oct 3

Deal Dashboard

See every active deal, what needs attention, and what’s closing next — all in one place.

Financing DeadlineDue Sep 28
48 hr reminderScheduled
Day-of reminderScheduled
Monday DigestYour week at a glanceMon · 8:00 AM

Automated Reminders

Keep clients and deal parties updated with reminders, plus your weekly digest.

October 2026DeadlineClosing
SMTWTFS4567891011121314151617
Add to your calendarGoogle Calendar

Smart Calendar

View every deadline on one calendar, with Google, Apple and Outlook access.

Amendment 2Ready to review
Closing dateOct 14Oct 18
Final walkthroughOct 13Oct 17
Applied to timelineClosing date updated

Amendment Tracking

See exactly what changed, review it, and keep your timeline accurate.

1845 Harvest Hills BlvdRead-only · No account requiredLive
Contract ExecutedSep 2
Inspection DeadlineSep 12
Financing DeadlineSep 28
ClosingOct 14

Client Timeline

Give clients a live, read-only view of every milestone — no account required.

  • Megan R.
    Verified beta user
    "Everything’s finally in one place and easy to follow."
  • Colton R.
    Verified beta user
    "Managing a few deals at once feels much easier."
  • Lissette B.
    Verified beta user
    "My clients have been loving the reminders"
  • David M.
    Verified beta user
    "I can see what needs attention straight away."
  • Priya N.
    Verified beta user
    "Date changes are much easier to keep track of."
  • Megan R.
    Verified beta user
    "Everything’s finally in one place and easy to follow."
  • Colton R.
    Verified beta user
    "Managing a few deals at once feels much easier."
  • Lissette B.
    Verified beta user
    "My clients have been loving the reminders"
  • David M.
    Verified beta user
    "I can see what needs attention straight away."
  • Priya N.
    Verified beta user
    "Date changes are much easier to keep track of."
  • Megan R.
    Verified beta user
    "Everything’s finally in one place and easy to follow."
  • Colton R.
    Verified beta user
    "Managing a few deals at once feels much easier."
  • Lissette B.
    Verified beta user
    "My clients have been loving the reminders"
  • David M.
    Verified beta user
    "I can see what needs attention straight away."
  • Priya N.
    Verified beta user
    "Date changes are much easier to keep track of."
  • Amara L.
    Verified beta user
    "Clients really like being able to check the timeline."
  • Marcus T.
    Verified beta user
    "Super simple and easy to use platform. We have 5 agents on it."
  • Katherine K.
    Verified beta user
    "My workflow feels a lot more organized now."
  • Simone W.
    Verified beta user
    "Great system and enjoy the review function 😊"
  • Owen F.
    Verified beta user
    "Setting up a new deal is really quick."
  • Amara L.
    Verified beta user
    "Clients really like being able to check the timeline."
  • Marcus T.
    Verified beta user
    "Super simple and easy to use platform. We have 5 agents on it."
  • Katherine K.
    Verified beta user
    "My workflow feels a lot more organized now."
  • Simone W.
    Verified beta user
    "Great system and enjoy the review function 😊"
  • Owen F.
    Verified beta user
    "Setting up a new deal is really quick."
  • Amara L.
    Verified beta user
    "Clients really like being able to check the timeline."
  • Marcus T.
    Verified beta user
    "Super simple and easy to use platform. We have 5 agents on it."
  • Katherine K.
    Verified beta user
    "My workflow feels a lot more organized now."
  • Simone W.
    Verified beta user
    "Great system and enjoy the review function 😊"
  • Owen F.
    Verified beta user
    "Setting up a new deal is really quick."

Give clients clarity from contract to close.

A live, no-login timeline keeps every milestone and key date clear, then carries the experience through closing and into a review.

Everything they need, in one place.

Clients can see what’s happening, what’s next, and the dates that matter — without creating another account.

From the shared timeline through closing and review, the experience stays clear and connected.

  • Live, read-only deal timeline — no client account
  • Clear milestones, progress and key dates
  • Post-close reviews become approved social proof
“My clients always knew what was happening, so I spent a lot less time answering update texts. The process felt smoother for everyone, and I picked up a referral after closing.”
— Marcus Bell, Real Estate Agent
Messages
Sarah Mitchell
Sarah Mitchell

Today 9:41 AM

Hi Sarah! We're officially under contract on 742 Maple Avenue.
I've set up a live timeline so you can follow every step — no login needed.
View your timelineclienti.co

Delivered

Plans built to grow with your business.

Clienti is free during beta. Explore the plans we’re building for what comes next.

  • Starter

    For individual agents getting their transactions organised.

    Pricing coming soon

    Free during beta

    Start Free

    No payment method required

    • Active dealsIncluded
    • Review requestsIncluded
    • Reminders & weekly digestIncluded
    • Calendar SubscriptionIncluded
    • SupportStandard
  • Most Popular

    Growth

    For agents managing more deals and client touchpoints.

    Pricing coming soon

    Free during beta

    Start Free

    No payment method required

    • Active dealsIncluded
    • Review requestsIncluded
    • Reminders & weekly digestIncluded
    • Calendar SubscriptionIncluded
    • SupportPriority
  • Pro

    For high-volume agents who need more flexibility and support.

    Pricing coming soon

    Free during beta

    Start Free

    No payment method required

    • Active dealsIncluded
    • Review requestsIncluded
    • Reminders & weekly digestIncluded
    • Calendar SubscriptionIncluded
    • SupportPriority+

Final pricing and plan limits are still being finalised.

Got questions?

Everything you need to know about how Clienti helps agents manage deals, keep clients informed and get more from every closing.

Clienti is a shared deal workspace for real estate agents. Upload a contract, manage the transaction in one place, and give clients a live, read-only timeline without requiring them to create an account.

Currently in beta

Run every deal like your best one.

Upload the contract, stay ahead of every deadline, keep clients informed, and carry the experience through closing and review.

Start Free

Free during beta · No payment method required