Manage leads without
a thousand emails.
Speed up quotes, projects and invoices, all shareable in a client portal.
Free plan available. No card required.
Your clients are scattered across five tools
A CRM for the pipeline, a project tracker for the work, a drive for the files, an invoicing app for the money, and a calendar link that knows about none of it. Every client lives in five places, and the joins live in your head.
- CRM
- Project tracker
- Shared drive
- Invoicing app
- Calendar link
How it works
From first call to final invoice
One record per client, from the moment they are a lead to the day the last invoice is paid.
- 01
Win the work
Track leads, send a quote, and convert a lead to a client without retyping a thing. The history follows them.
- 02
Do the work
Projects broken into milestones and tasks. Meetings recorded and summarised, with requirements pulled out for you.
- 03
Get paid
Convert the quote to an invoice and record payments as they land. Your client watches progress in their own portal the whole way.
Meet Remi
Remi takes the notes. Your client sees the outcome.
Remi is an AI notetaker that joins your client calls, so you can run the conversation instead of typing through it.
Joins the call
Add Remi to a Zoom, Google Meet or Microsoft Teams meeting, or let it join from your connected calendar.
Writes it up
A full transcript, a summary, and the decisions that were made, filed against the right client and project.
Pulls out requirements
What the client asked for becomes a list of requirements on the project, ready to plan into milestones.
Shares what you choose
Publish the summary to the client portal so everyone leaves with the same record. Nothing is shared until you say so.
Works with Zoom, Google Meet, Microsoft Teams
Work your way, without
splitting work across tools
Milestones, tasks and dates that agree with each other
Progress is derived from the work itself, so a milestone can't report done while its tasks are still open. Everything a project touches sits on one screen.
Get started
Your clients see progress, not your inbox
Share a document, a milestone or an invoice and it appears in their portal. Everything else stays internal, including notes, unshared files and anything still in draft.
- Opt-in visibility, nothing is shared by default
- Separate sign-in, entirely separate from your team
- One contact, many agencies, one password
Everything your agency runs on
One workspace for leads, projects, and client updates, with no tab-switching.
A portal your clients actually check
Share progress without another email thread.
Meetings become requirements
Remi turns each call into a summary, decisions and requirements.
From requirement to delivery
Break work into milestones and tasks, tracked in one view.
One place for all of it
Not eight integrations.
Start free, upgrade when it pays for itself
No card to start, no trial countdown, and nothing is deleted if you stop paying.
Free
Everything you need to run up to 5 clients, properly.
- Try Remi — 1 free hour of AI meeting notes
- Up to 5 clients with a full client portal
- Up to 5 projects, 50 tasks
- Quotes and invoices — 20 of each a month
- 1 GB of document storage
Solo
For a freelancer running their client work solo.
- Unlimited clients, projects and invoicing
- Remi joins 10 meetings a month
- Scheduling and booking pages
- Full client portal
- 10 GB of document storage
- For 1 team member — bring on more with Agency Pro
Agency Pro
Most popularOne flat price for your whole team — no per-seat bill.
- Everything in Solo, unlimited team members included
- Remi joins up to 20 meetings a month
- Auto summaries, decisions and requirements from every call
- 100 GB of document storage
- Your branding on the client portal and booking pages
- Priority support
Questions, answered
Something else on your mind? Ask us directly.
Who is Rileno for?
Freelancers, consultants and small agencies who juggle several clients at once and are tired of keeping each one in five different tools.
Is there a free plan?
Yes. You can run a workspace on the free plan for as long as you like, with no card required. Paid plans lift the limits.
What is Remi?
Remi is the AI notetaker built into Rileno. It joins your Zoom, Google Meet or Teams calls and turns them into a transcript, a summary, decisions and requirements on the right project.
Do you process my clients’ payments?
No. Your clients pay you the way they already do, by bank transfer, Wise or anything else. Rileno records the payment against the invoice, and takes no cut of your revenue.
Do my clients pay anything?
No. Client portal access is included on every plan, and your clients never need a paid account.
Can I import what I already have?
You can add clients, projects and contacts manually today. Bulk import is on the roadmap.
What happens to my data if I stop paying?
Your workspace moves to the free plan. Nothing is deleted, and everything you already have stays visible and editable.