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ClientRamp

The unified project management and client billing platform designed specifically for service-based agencies.·clientramp.com

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ClientRamp is an all-in-one project management, CRM, and client billing platform for freelancers, agencies, and service-based businesses. It combines client management, project tracking, quote automation, invoice generation, payment processing via PayPal and Stripe, and a white-label client portal in a single platform. Pricing is per account rather than per user, so an entire team is included at no extra cost.

What it's for

Creating and sending professional estimates/quotes and converting them into invoicesTracking client details, project history, and billing history in one profileAutomating the quote-to-invoice-to-payment workflowAssigning tasks, tracking deadlines, and managing projects via drag-and-drop boardsRunning a white-label, branded client portal for approvals and file sharingHosting video conferences with clients without leaving the platformSyncing invoicing and accounting data with QuickBooksLogging billable hours tied directly to project tasks and invoices

Features 18

Automated payment reminders
Built-in CRM for client relationship management
Calendar and reminder alerts
Client onboarding workflows
E-signatures and contract management
Email and drip campaigns via Mailchimp integration
File sharing within projects
Invoice generation and management
Mobile access via iOS and Android apps
Payment processing via PayPal and Stripe
Project management with drag-and-drop Kanban board
QuickBooks accounting sync
Quote and proposal automation with team-based quoting workflow
Team messaging and real-time chat
Time tracking and timesheets
Video conferencing via Zoom and Google Meet integrations
White-label client portal
Workflow automation via Zapier connecting 7,000+ apps

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

LanguagesEnglish

Forfreelancers, digital agencies, consultants, service-based businesses, service providers who bill clients for their work

CompanyClientRamp, LLC · 2023

Integrations

PayPalStripeQuickBooksZoomGoogle MeetSlackZapierMailchimp

Pricing

Enterprise plan is billed annually with custom pricing available on request. The free plan requires no credit card. The about page also mentions a 14-day free trial alongside the permanent Free Forever plan; how the two relate isn't clearly explained on the site.

Free ForeverFree

Marketing copy on the page states 10 clients/team members/projects/quotes/invoices, while the vendor's own structured data states 5 for clients, team members, quotes and invoices — a discrepancy present on the site.

Supports up to 5 clients, 5 team members, 5 quotes and 5 invoices per month (structured data); marketing page text lists different figures of 10 for each — see notes.

Starter$20/mo

Numeric limits differ between the vendor's structured data and on-page marketing copy.

Supports up to 100 clients, 100 team members, 100 quotes and 100 invoices per month (structured data); page text separately states 50 clients, 20 team members, 150 projects, 200 quotes and 200 invoices per month — see notes.

Pro$50/mo

Numeric limits differ between the vendor's structured data and on-page marketing copy.

Supports up to 500 clients and 500 team members with unlimited quotes and invoices (structured data); page text separately states 100 team members, 1,000 projects, 2,000 quotes and 2,000 invoices per month — see notes.

EnterpriseQuote

Contact sales for pricing; billed annually.

Custom limits on clients and team members; unlimited quotes and invoices. Billed annually.