Join the launch listYour business is unique.
Your software should adapt to it.
Replace disconnected tools, repetitive admin and fragmented data with one intelligent operating system configured around how your business actually works.
- Launching 15 September 2026
- Pre-orders open 15 August 2026
- Starting from £299/month
Clients
Inbox
Calendar
Workflows
Documents
Payments
Insights
Cora AI
ClientfoldAdaptive business OS
Cora noticed3 priorities today
OperationsRunning smoothly
Your business is not disorganised.
Your software is disconnected.
Customer information lives in one tool. Conversations live somewhere else. Tasks, appointments, bookings, cases and reports are managed across spreadsheets, inboxes and platforms that were never designed to work together.
Disconnected toolsEight places to check. Eight versions of the truth.
CRM
Email
Calendar
Spreadsheets
Projects
Invoices
Forms
Analytics
ClientfoldOne adaptive operating system
One client recordOne workspaceOne source of truth
Explore a workspace that changes with the work.
Use the interactive product preview to see how Clientfold adapts structure, terminology, records, workflows, and recommendations for different businesses.
Explore a simulated Clientfold workspace using demonstration data. No real customer or business information is displayed or stored.
Search clients? K
AR
Overview
Today’s briefing
Two high-value enquiries have not received a follow-up, three active matters are approaching their next deadline, and five inactive clients may be ready for re-engagement.
Operational healthSimulated weekly view
One system, configured around your operations.
Unified Client Records
Every interaction, document, task, transaction and opportunity connected to one client profile.
Adaptive Workflows
Configure the stages, terminology and processes that match how your business operates.
Shared Inbox
Bring enquiries and client conversations into one manageable workspace.
Intelligent Automation
Remove repetitive administration while keeping your team in control.
Operational Visibility
Understand what is happening, what requires attention and what should happen next.
Performance and ROI
Connect daily operations to time saved, costs reduced and revenue opportunities recovered.
Automate the repeatable. Keep people in control.
Clientfold prepares work, creates reminders, and keeps ownership visible across the customer journey. Your team stays in charge of every meaningful decision.
New enquiry received
Create client record
Assign owner
Prepare acknowledgement
Schedule follow-up
Escalate if unanswered
Choose your setup.
Ask it anything.
Cora understands the workspace around it, so her daily briefings, insights, and recommendations reflect the business configuration you choose.
Cora — for your
Cora
I can help you prioritise consultations, prepare a follow-up, or summarise outstanding matter actions.
Matter workload7 need attention
Powered by Clientfold
What integrated platforms have demonstrated.
Fragmented tools create invisible operational cost. Published research and customer cases show the potential of connected operations; the example workspace figures below illustrate the same consolidation principle without making Clientfold performance claims.
External figures with attributable sources
of knowledge workers’ time is spent on “work about work”
Asana Anatomy of Work Indexhours saved annually in an integrated Power Platform customer case
Microsoft · Evergy customer storyIllustrative outcomes, not guaranteed results
25%
more leads recovered
Compared with fragmented or manual follow-up processes32+
admin hours saved monthly
By centralising client information and routine account management12
recurring tasks automated
Replacing repetitive workflows across disconnected tools
Competitor and research-provider names identify sources only and do not imply endorsement, partnership or guaranteed Clientfold outcomes. Results depend on context, implementation and adoption.
Model the operational case for connected work.
Adjust the assumptions to create a transparent, illustrative estimate for your business. Every result updates locally as inputs change.
Business operations
People, time and software assumptions
Commercial activity
Illustrative follow-up and gross-profit opportunity
Clientfold assumptions
Subscription and one-off adoption costs
Illustrative annual picture
£30,069Estimated annual total benefit
£25,777First-year net benefit601%Estimated first-year ROI1.7Months payback
- Annual time recovered
- 78 hrs
- Estimated labour value recovered
- £1,711
- Software savings
- £1,920
- Estimated recovered gross profit
- £26,438
- First-year total cost
- £4,292
- Monthly net benefit after subscription
- £2,207
How these estimates are calculated
Labour value: employees × weekly admin hours × repetitive-work share × expected reduction × hourly cost × working weeks.
Software savings: current software spend less retained spend, multiplied by 12.
Recovered gross profit: monthly enquiries × conversion improvement × customer value × gross margin × 12.
ROI: first-year net benefit divided by first-year total cost.
More than another CRM.
Clientfold
One adaptive operational workspace
- Customer data
- Connected to operations
- Workflows
- Adaptable
- Communications
- Unified
- Automations
- Cross-workflow
- Operational data
- Business-wide
- Insights
- Action-oriented
- User experience
- One workspace
Traditional CRM
Customer records with a sales focus
- Customer data
- Centralised
- Workflows
- Preconfigured
- Communications
- Partially connected
- Automations
- Limited
- Operational data
- Sales-focused
- Insights
- Report-based
- User experience
- Complex setup
Disconnected tools
Work spread across separate systems
- Customer data
- Fragmented
- Workflows
- Manual
- Communications
- Multiple inboxes
- Automations
- Tool-specific
- Operational data
- Separate
- Insights
- Retrospective
- User experience
- Multiple systems
Clientfold starts from £299/month.
Pricing is configured around your team, workflows, integrations and operational requirements.
From £299/month
Clientfold core workspace, guided onboarding, and a professionally configured three-page website connected to your Clientfold setup.
Join the launch list- Configurable client records
- Limited workflows and core pipeline functionality
- Basic operational dashboard and reduced AI-assisted functionality
- Platform updates and standard support
- Three-page website: Home, Services or Menu, Contact or Booking
An initial configuration fee may apply depending on setup requirements; its final amount and scope will be confirmed before purchase. Additional configuration, integrations, migration, website pages, advanced AI functionality and managed support may be quoted separately.
Pre-orders open in
—Days—Hours—Minutes—Seconds
Build your business around your clients.
Not around disconnected software.
Join the Clientfold launch list and be among the first businesses to access the platform on 15 September 2026.
Join the launch list Starting from £299/month. Pre-orders open 15 August 2026.Be first to see Clientfold in your business.
Tell us how your business works. We will use your answers to make the first conversation relevant to your setup.
- Early product access
- A setup shaped around your business
- Launch and pre-order updates only
Join the launch list
It takes about a minute.
No spam. We will only contact you about Clientfold access and launch updates.
Questions, answered clearly.
What is Clientfold?
Clientfold is an adaptive client operations platform that brings customer information, workflows, communications, automation and performance into one workspace.
Is Clientfold a CRM?
Clientfold includes CRM capabilities, but extends beyond sales pipelines. It connects customer data with the operational work required to serve, retain and grow each client.
Which businesses can use Clientfold?
Clientfold can be configured around different client-focused businesses. The interactive preview demonstrates configurations for law firms, clinics, restaurants and other service businesses.
Is the demo connected to real data?
No. The interactive product preview uses simulated information. No real customer or business information is displayed or stored as demo records.
When will Clientfold launch?
Clientfold launches on 15 September 2026. Pre-orders open on 15 August 2026.
What is included from £299 per month?
The starting package includes the Clientfold core workspace, guided onboarding, a professionally configured three-page website, limited workflows, core pipeline functionality, a basic dashboard, reduced AI-assisted functionality, platform updates and standard support.
Does Clientfold provide legal or medical advice?
No. Clientfold is an operational software platform. It does not provide legal advice, medical advice, diagnosis, regulated professional services or professional judgement.