$59–$349/mo · No free plan See pricing ↓
Keid is an all-in-one client portal and management platform for consultants, freelancers, and agencies. It combines client onboarding, project dashboards, contract signing and e-signatures, document storage, invoicing, approvals, and client communication into a single system. Clients receive their own branded portal to track progress, review deliverables, and give feedback, while consultants keep full visibility and control over their projects.
What it's for
Features 15
- Built-in approval workflows
- Centralized in-app and email communication
- Client onboarding and offboarding with intake forms
- Client portal with self-serve access to progress and documents
- Contract upload and e-signature
- Deliverable tracking with files, comments, and notes
- Document and file storage (positioned to replace Dropbox/Google Drive)
- Invoicing and payment tracking linked to deliverables/milestones
- Meeting scheduling
- Project dashboards with timelines and milestones
- Red flag risk indicators for projects
- Reusable project templates and standard workflows
- Status reporting
- Task management
- Time tracking
At a glance
Pricing
Pricing is based on number of clients/projects managed, not per seat. Monthly plans are billed month-to-month with no formal money-back guarantee; annual plans show a lower monthly-equivalent rate and include a 14-day money-back guarantee. Clients themselves never pay to use the platform.
For solo consultants. 14-Day Money-Back Guarantee applies on the annual billing option.
1 organization, 1 consultant, up to 5 client businesses, up to 15 projects, up to 15 client users, 25 GB storage
For consultant teams. 14-Day Money-Back Guarantee applies on the annual billing option.
1 organization, up to 10 consultants, up to 20 client businesses, up to 50 projects, up to 50 client users, 250 GB storage
For agencies & firms. 14-Day Money-Back Guarantee applies on the annual billing option.
1 organization, unlimited consultants, unlimited client businesses, unlimited projects, unlimited client users, 1 TB storage
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