Your expertise deserves more than spreadsheets.
Merclino connects client management, appointments, project tracking, invoicing, and business development in one intelligent system — built for consultants, agencies, and professional service firms.
Watch how Merclino works — 2 min video
Does this sound like your practice?
Client data is everywhere
Emails, spreadsheets, notes apps, and CRM tools that nobody updates. When a client calls, you scramble to find their history.
Invoicing is a monthly pain
Tracking hours, creating invoices, and chasing payments takes days every month. Money sits on the table because invoices go out late.
Business development is reactive
You only think about new clients when current projects end. No pipeline, no follow-up system, no growth strategy.
One platform for your practice
Merclino replaces disconnected tools with an intelligent business management system for professional service providers.
- Client CRM with complete interaction history and document management
- Appointment scheduling with calendar sync and client self-booking
- Project tracking with milestones, tasks, and time logging
- Professional invoicing with payment tracking and automated reminders
- Pipeline management for leads and business development
- Reports on revenue per client, utilization, and profitability
Product screenshot
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How Merclino works for your practice
Client inquires
New leads come in via your website, referral, or outreach. Merclino tracks the inquiry and moves it through your pipeline.
Engage & deliver
Schedule meetings, track project milestones, and log time. All client interactions are documented in one place.
Invoice & collect
Generate professional invoices based on logged hours or fixed fees. Payment reminders go out automatically.
Nurture & grow
Stay in touch with past clients. Request testimonials, send updates, and build referral networks.
Built for professionals
Client CRM
Complete client profiles with history, documents, communications, and project records.
Scheduling
Online booking, calendar sync, and meeting management with automated reminders.
Project Management
Track projects with milestones, tasks, deadlines, and team collaboration.
Time Tracking
Log billable hours per project and client. Automatic invoice generation from time entries.
Invoicing
Professional invoices with payment tracking, overdue reminders, and multiple currencies.
Pipeline
Lead tracking with stages, probability, and expected revenue for business development.
Documents
Store proposals, contracts, and deliverables linked to clients and projects.
Analytics
Revenue per client, utilization rates, project profitability, and growth trends.
Trusted by professionals
Consultants, agencies, and firms use Merclino to manage clients and grow their practice.
200+
Features included
47
Languages supported
5 min
Setup time
0
Credit card required
Frequently asked questions
What types of professional services does Merclino support?
Can I track billable hours?
Does Merclino handle proposals and contracts?
Is there a pipeline for new business?
Is there a free plan?
Ready to professionalize your practice?
Join professionals who replaced spreadsheets with one intelligent business system.