Simplify Your
Marketing, Sales
& Delivery

Close deals 3x faster with streamlined processes and automated workflows.

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Quick Deal closure Platform

Join MiClient today to streamline your business workflow by accessing a unified platform where you can oversee your sales pipeline, generate proposals, collaborate on deal reviews, and finalize contracts with ease.

Create

Create quotes using customizable templates and save 28% of the time spent on quote creation and sharing with your customers.

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Send

Effortlessly share and present sales documents via links, email, Slack, or attachments.

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Track

Receive instant notifications on client actions, set up automated reminders, and collaborate with customers in real-time.

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Close

Seal the deal securely with legally-binding e-signatures and collect payments or purchase orders seamlessly.

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What to Expect

Reliable, professional, and tailored accounting services designed to help your business stay compliant, efficient, and financially healthy.

Lead Management
Lead Management
  • Manage leads with our efficient Kanban Board
  • Change lead status with a drag and drop
  • Stay updated with complete visibility of client status
  • Capture client activities while managing your leads
CPQ (Configure- Price- Quote)
CPQ (Configure- Price- Quote)
  • Simplified and comprehensive proposal creation process
  • Build complex quotations within few minutes with customizable templates
  • Configure custom quotes according to the clients
  • Thorough visibility of data to the Stakeholders
Client Hub
Client Hub
  • One place to collaborate with the client to accelerate deal process
  • Share documents easily through unified client portal
  • Reduce need for emails to track conversation.
  • A seamless buyer-seller experience for faster closure of deals
Contract Manager
Contract Manager
  • A sole solution to manage your documents
  • Smooth flow of documents to relevant stakeholders
  • Remove multiple email chain dependency for tracking
  • Parallel flow of quotations and contracts for legal and sales leaders.
Reporting
Reporting
  • Robust reports with relevant data
  • Dependency on different departments removed
  • Get an instant view of your business performance
  • Advanced customization to get output as per business requirement

Choose Your Plan

Choose from our range of service packages designed to meet your business needs and budget.

Personal

$12
  • Lead Management
  • Lead Assignment and Routing
  • De-duplication check
  • Account and Client Management
  • Opportunity Management
  • Pipeline & Forecast Management
  • Create Products & Services
  • Proposals & Quotes Creation
  • Proposal Pipeline
  • Client Hub for Sales Agent & Customer
  • Accepted Proposals
  • E-Sign Proposal
  • Generate Signed PDF Proposals
  • Advanced Reporting Features

Business

$32
  • Everything in Personal
  • Lead Management
  • Lead Assignment and Routing
  • De-duplication check
  • Account and Client Management
  • Opportunity Management
  • Pipeline & Forecast Management
  • Create Products & Services
  • Proposals & Quotes Creation
  • Proposal Pipeline
  • Client Hub for Sales Agent & Customer
  • Accepted Proposals
  • E-Sign Proposal
  • Generate Signed PDF Proposals
  • Advanced Reporting Features

Enterprise

$51
  • Everything in Business
  • Lead Management
  • Lead Assignment and Routing
  • De-duplication check
  • Account and Client Management
  • Opportunity Management
  • Pipeline & Forecast Management
  • Create Products & Services
  • Proposals & Quotes Creation
  • Proposal Pipeline
  • Client Hub for Sales Agent & Customer
  • Accepted Proposals
  • E-Sign Proposal
  • Generate Signed PDF Proposals
  • Advanced Reporting Features
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Frequently Asked Questions

Looking for answers?

How to transfer my Client's data from my Current CRM to MiClient?
You can use our Client Import Template to bring your client data from any CRM to MiClient. Simply download the template and add all the details of the clients in the template as per the fields mentioned. Later it can be uploaded in the software to import the data.
How do I set permissions for the Users in my team in MiClient?
If you are the Admin of the company, you will get the access to customize the permissions for your new and existing users. You can give access related to client creation, proposal creation & management.
Can I send the proposal to mi client on WhatsApp?
MiClient user can send proposal on WhatsApp to their clients just by adding the valid phone number. The client will receive the quote both on email and WhatsApp.
Can I customise the proposal date and pricing table?
Yes, both proposal date and pricing table can be customized in MiClient while creating proposal.

Ready to Get Started?

Have questions or need assistance? Reach out to us—we're here to help with all your accounting and tax needs.