
ClientDeck
Deployment
Overview
About ClientDeck
ClientDeck is an all-in-one client operating system built for freelancers, agencies and consultants who want to manage their entire business from a single platform. Replace multiple tools with one workspace for CRM, project management, proposals, invoicing, payments, client portals, time tracking and financial analytics. Create professional proposals with e-signatures, convert them into projects, send invoices, track payments and collaborate with clients through secure branded portals.
Connect Stripe, PayPal or Razorpay to collect payments with 0% platform fees—you only pay your payment provider's standard processing fees. ClientDeck also integrates with Google Calendar, Google Drive, QuickBooks and Xero, helping you streamline workflows, improve productivity and deliver a seamless client experience from first contact to final payment.
At a glance
Software information
Industries served, licensing and the support ClientDeck provides.
Industries
- Marketing-advertising
- Design
- Information-technology-services
- Management-consulting
- Graphic-design
- Photography
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free trial
Support
- 24x7 Support
Training
- Documentation
Capabilities
ClientDeck features
The full feature set, grouped by module.
CRM
- Calendar & Task
- Forecasting & Analytics
- Reporting
- AI Features
- Pipeline Management
- Workflow Automation
Project Management
- Alerts/Notifications
- Expense Tracking
- Project Planning
- Resource Management
- AI Features
- Dashboard
- Project Tracking
- Reporting and Forecasting
Plans
ClientDeck pricing
Media
Screenshots & video
