ClientDeck

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India HQFounded 2026

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

  • Email
  • 24x7 Support

Training

  • Documentation
Languages (1)
English
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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

Billing and Invoicing

  • Billing Portal
  • Online Invoicing
  • Payment Processing
  • Multi-Currency
  • Online Payments
  • Project Billing

Proposal Management

  • Contact Management
  • Document Management
  • Pipeline Management

Portal

  • File Sharing
  • Records Management
  • Real Time Chat
  • Reports & Analytics

Plans

ClientDeck pricing

Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
30plus Days
ClientDeck grows with your business. Start free, then upgrade to Plus for unlimited clients, projects, invoicing, recurring billing and branding. Pro adds unlimited client portals, financial analytics, advanced automations, accounting integrations and team collaboration. Collect payments through Stripe, PayPal or Razorpay with 0% platform fees—you keep 100% of your revenue, paying only your provider's standard processing fees.

Media

Screenshots & video