Clientcee CRMC
Clientcee CRM

v1.33.0 (Aug 12, 2026) Introducing Reports and your own online store

Pritam Das
Pritam DasFounder

Two big additions: detailed reports on your work and finances, and a store where you can sell digital products directly to buyers.

Reports:

- A new Reports section in your sidebar, showing the reports available on your plan

- Task Report: filter by project, assignee, status and period, see totals for to do, in progress, completed and overdue, and export to CSV

- Finance Report: see total earnings, invoice counts, pending amounts, average daily income, a revenue trend, project breakdown, month-on-month comparison, top clients and a full transaction list, with filters and CSV export

Products:

- The Orders menu is now Products, with Orders inside it

- Add products with a name, short and full description, cover image, price and an optional "compare at" price

- See a live preview of how each product will look in your store as you edit

- Keep private delivery notes for each product, a reminder of what to send when an order comes in. Buyers never see these

- Publish or unpublish products in one click, and search and filter your product list

Your storefront:

- Share your store link and buyers can browse your published products without needing an account

- Your store shows your logo, store name and tagline, with a page for each product

- Set your store name, tagline, tax rate, order number prefix, notification email and terms or refund policy in the new Product Settings page

- Turn your store on or off anytime. When it's off, visitors see a friendly "store unavailable" page

Checkout and orders:

- Buyers enter their details, choose a quantity, see the subtotal, tax and total, accept your terms and get an order confirmation

- Every purchase creates an order and adds the buyer to your Clients, with their own client portal login. Returning buyers are recognized by email, so no duplicates

- Open any order to see its items, totals, buyer details and your delivery notes, then mark it as paid and as delivered

- Get notified in the app and by email every time a new

shipped

Pritam Das
Published by Pritam Das