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
Google CalendarRazorpayXeroQuickBooksPayPalStripeSlackGoogle Drive
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
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