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ClientDeck

Client management software for freelancers & agencies·clientdeck.pro

ClientDeck is an all-in-one client management workspace for freelancers and agencies that combines proposals, projects, invoicing, client portals, payments, and AI-generated reports. It lets users collect payments through their own Stripe, PayPal, or Razorpay accounts with 0% platform fees. The platform also syncs with accounting tools like QuickBooks and Xero and offers financial analytics, recurring billing, and automated reminders.

What it's for

Creating and sending client proposals with e-signaturesConverting accepted proposals into projectsTracking projects via kanban task boardsGenerating and managing invoicesCollecting payments via Stripe, PayPal, or RazorpaySharing branded client portals for files, reports, and approvalsAutomating recurring invoices and payment remindersGenerating AI client reportsTracking billable time and expensesSyncing transactions with QuickBooks or Xero

Features 17

0% platform fees on payments
AES-256 encrypted data storage
AI-generated client reports
Automated payment reminders
Branded client portals
Client proposals with e-signatures
Contextual CSV data exports
Financial analytics dashboard (cash flow, profit margin)
Invoicing and recurring billing
Kanban project task boards
Milestone and progress tracking
Multi-currency billing
OAuth 2.0 integration authorization
Payment collection via Stripe, PayPal, Razorpay
Proposal-to-project conversion
QuickBooks and Xero accounting sync
Time and expense tracking

At a glance

free tier

TypeWeb app

DeploymentCloud

PlatformsWeb

Forfreelancers, agencies, consultants, creative agencies, marketing teams, design studios, service businesses, production teams, growth agencies

CompanyClientDeck · 2026

Integrations

SlackGoogle CalendarGoogle DriveQuickBooksXeroStripePayPalRazorpay

Resources

Pricing

Flat plan pricing instead of per-seat billing; no platform fees on payments (only processor's standard rate).

FreeFree

Free forever plan, no credit card required

Plus$9/mo

Annual billing = 2 months free, computed as monthly-equivalent

Pro$24/mo

Annual billing = 2 months free, computed as monthly-equivalent