ClientDeck icon
ClientDeck icon

ClientDeck

ClientDeck is a web-based client management platform for freelancers, agencies and other service businesses. It combines customer relationship management (CRM), project management, proposals, invoicing, payments, time tracking, client portals and business analytics in a single...

ClientDeck dashboard showing revenue, outstanding invoices, cash flow, quick actions, daily tasks, time tracking and business insights in one central workspace.

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application types

Platforms

  • Online
  • Software as a Service (SaaS)
Client management dashboard with client directory, contact details, project status, collected revenue, outstanding balances and export tools for managing client relationships.
Proposal management dashboard with proposal pipeline, acceptance rate, client approvals, contract tracking, conversion to projects and proposal performance metrics.
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Invoice management dashboard featuring invoice tracking, payment status, receivables aging, recurring invoices, outstanding balances and debtor insights.
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Features

  1.  Recurring Billing
  2.  Reminders
  3.  No Coding Required
  4.  Task Time Tracking
  5.  Ad-free
  6. Google Calendar icon  Sync with Google Calendar
  7.  Calendar Integration
  8.  Real time collaboration
  9.  Kanban Board
  10.  AI-Powered
  11.  Team Collaboration
  12.  Expense Tracking
  13.  Billing & Invoicing
  14.  Client Portal

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ClientDeck information

  • Developed by

    Unknown

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription ranging between $9 and $240 per month + free version with limited functionality.

  • Alternatives

    15 alternatives listed

  • Supported Languages

    • English
ClientDeck was added to AlternativeTo by Josin Simon on and this page was last updated .
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What is ClientDeck?

ClientDeck is a web-based client management platform for freelancers, agencies and other service businesses. It combines customer relationship management (CRM), project management, proposals, invoicing, payments, time tracking, client portals and business analytics in a single application, reducing the need for multiple separate tools.

Users can manage the entire client lifecycle—from capturing leads and creating proposals to tracking projects, sending invoices and collecting payments. Accepted proposals can be converted into projects, while invoices support one-time and recurring billing, automated payment reminders and online payments through Stripe, PayPal and Razorpay. ClientDeck does not charge platform transaction fees, so businesses keep their revenue and only pay the standard processing fees of their chosen payment provider.

Each client can be given access to a secure branded portal where they can review project progress, approve proposals, sign documents electronically, view invoices, make payments, access shared files and receive AI-generated reports.

ClientDeck also includes financial dashboards, time and expense tracking, team collaboration tools and integrations with Google Calendar, Google Drive, QuickBooks, Xero and Slack. It is available as a cloud-based application and offers a free plan alongside paid plans for businesses that need additional storage, collaboration features, automation and advanced reporting.

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