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Tired of losing client information and communication due to third party tools? Then stop paying for multiple software tools to run one business. ClientRamp centralizes your team's communication and helps you manage your client's workflow, track projects, send quotes, and automate invoices in one white-label platform tailored to your brand.
What Is ClientRamp?
ClientRamp is an all-in-one project management and client relationship management (CRM) platform designed specifically for freelancers, digital agencies, consultants, and service-based businesses. Instead of paying for and switching between multiple tools — a project tracker here, an invoicing app there, a separate messaging platform — ClientRamp brings every part of your client workflow into a single, intuitive dashboard.
Unlike general-purpose project management tools such as Asana, Monday.com, or ClickUp, ClientRamp is purpose-built for service-based businesses. It combines CRM, project tracking, quote automation, invoice generation, payment processing, team messaging, and a white-label client portal — all in one platform that embeds directly onto your website under your own brand.
Whether you manage 5 clients or 500, ClientRamp gives you the structure, automation, and communication tools to stay organized, deliver on time, and grow your revenue without growing your overhead. Plans start at $0 per month — no credit card required.
Project managers use a tool
Projects complete on time
Projects running late
Lost yearly due to poor project management
Stop Managing Tools and Start Finishing Projects
Manage Projects
Stay organized with a centralized platform for project creation, task assignment, and deadline tracking.
Key Features
- Assign and manage tasks to team members.
- Monitor progress, set reminders, proposal creation templates and project tracking.
- Log every action and ensure timely delivery.
- Drag-and-drop project board to move clients through each stage of your workflow.
- Track milestones in real-time and automate deadline reminders so nothing falls through the cracks.
- Widget to private label your website.
Manage Clients
Easily add, update, and track client details for any stage of a project with seamless communication.
Key Features
- Track contact details, project history, and invoices.
- Manage meetings, calls, and notes.
- Share client details with your team securely.
- Email marketing campaigns.
- Manage calendar, task list and scheduling.
- Complete client profiles with full communication and billing history in one view.
Manage Quotations
Create and track project quotes with ease by organizing your project quotations.
Key Features
- Automate quotes from start to close.
- Monitor quote statuses and approvals.
- Simplify follow-ups for better deal closures.
- Inbound lead capture and tracking.
- Move accepted quotes directly into active projects with a single click.
Manage Invoices
Simplify billing processes and get paid faster by managing project invoices efficiently.
Key Features
- Create tailored invoice management with your branding.
- Integrate PayPal and Stripe for seamless payments.
- Built in invoicing, payment follow-ups and contracts with e-signatures.
- Automate payment reminders for outstanding balances.
- Integrate with your QuickBooks account for better finances & client billing.
Administration
Take control of managing user settings, user permissions, subscriptions and system security.
Key Features
- Set user roles and permissions.
- Manage sensitive data with confidence.
- Automated client onboarding and workflows.
Messaging and File Sharing
Improve client communication with our real-time instant messaging and group tools.
Key Features
- Group or private chat messages.
- Instant file sharing.
- Video conferencing with team members and clients with Zoom and Google Meet.
- Integrated communications with Slack for digital workspace, channels, and direct messages.
- All communication logged against the correct project for easy reference.
Powerful Integrations That Connect Your Entire Workflow
ClientRamp connects with the tools your business already uses, eliminating manual data entry and keeping every part of your operation in sync.
Accept payments and manage client transactions directly from your dashboard via your PayPal Business account.
Process card payments, generate invoices, and manage billing using your Stripe business credentials.
Sync all billing and invoice data directly to your QuickBooks account for seamless financial management.
Create and launch Zoom meetings directly from any project or client record inside ClientRamp.
Start Google Meet video calls instantly from your dashboard, tied to the relevant client or project.
Receive real-time project notifications and collaborate with your team through your connected Slack workspace.
Connect ClientRamp to over 7,000 apps and automate your entire workflow without writing a single line of code.
Sync your client lists automatically and launch targeted email campaigns directly from your ClientRamp dashboard.
Built for Every Service-Based Business
Whether you work alone or lead a team of fifty, ClientRamp scales to fit your business.
Freelancers
If you are a solo designer, developer, writer, or consultant, ClientRamp gives you the professional infrastructure of a full agency at a fraction of the cost. Manage clients, send quotes, collect payments, and deliver projects without juggling five different apps. The Free Forever plan gets you started at zero cost.
Digital Agencies
ClientRamp scales with your team. Whether you have 5 employees or 50, the platform handles multi-client project tracking, team task assignment, branded client portals, and automated billing across your entire roster of accounts — all from one dashboard.
Developers and Designers
Build a polished, professional client experience without building it yourself. ClientRamp's white-label widget embeds directly into your website and gives your clients a branded portal to submit work, track progress, and pay invoices — all under your name.
Consultants and Coaches
Keep every client relationship organized with detailed contact profiles, meeting notes, project history, and communication logs. Never lose track of where a client relationship stands, what was promised, or what is owed — all in one place.
Our Support
Support When You Need It
Get guidance from our dedicated support team.
Personalized Assistance
Tailored solutions for your unique business needs.
Available Anytime
24/7/365 support to keep your business running smoothly.
Subscription Plan
Choose the Perfect Plan for Your Business
Free Forever
Price: $0/month
Features
- Manage up to 5 clients.
- Manage up to 5 Team Members.
- Create and send up to 5 quotes per month.
- Generate up to 5 invoices per month.
- Integration with Slack, PayPal, Stripe, MailChimp, Zapier, Zoom, Google Meet, QuickBooks and more.
- Limited chat functionality (basic messaging only).
- Comprehensive project management toolkit, including task distribution and assignment, deadline tracking, calendars, reminders, time logging, resource sharing (files and links), real-time statistics, and integrated group chat for seamless team collaboration.
- Mobile access with real-time sync.
- Community support.
- Add ClientRamp to your website and white label your brand so your clients can submit their projects 24/7. Add to your website using our simple copy-and-paste widget. Customize it with your own logo, brand colors, and navigation.
Starter Plan
Price: $20/month
Features
- Manage up to 100 clients.
- Manage up to 100 Team Members.
- Create and send up to 100 quotes per month.
- Generate up to 100 invoices per month.
- Integration with Slack, PayPal, Stripe, MailChimp, Zapier, Zoom, Google Meet, QuickBooks and more.
- Full chat functionality (including file sharing).
- Comprehensive project management toolkit, including task distribution and assignment, deadline tracking, calendars, reminders, time logging, resource sharing (files and links), real-time statistics, and integrated group chat for seamless team collaboration.
- Mobile access with real-time sync.
- Priority email and chat support.
- Add ClientRamp to your website and white label your brand so your clients can submit their projects 24/7. Add to your website using our simple copy-and-paste widget. Customize it with your own logo, brand colors, and navigation.
Pro Plan
Price: $50/month
Features
- Manage up to 500 clients.
- Manage up to 500 Team Members.
- Unlimited quotes.
- Unlimited invoices.
- Integration with Slack, PayPal, Stripe, MailChimp, Zapier, Zoom, Google Meet, QuickBooks and more.
- Full chat functionality (including file sharing).
- Comprehensive project management toolkit, including task distribution and assignment, deadline tracking, calendars, reminders, time logging, resource sharing (files and links), real-time statistics, and integrated group chat for seamless team collaboration.
- Mobile access with real-time sync.
- Priority email and chat support.
- Add ClientRamp to your website and white label your brand so your clients can submit their projects 24/7. Add to your website using our simple copy-and-paste widget. Customize it with your own logo, brand colors, and navigation.
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If you need custom limits for your Pro Plan please contact us.
FAQs
Find Answers to Most Asked Questions
You can also take advantage of customizable workflows to match your unique processes, along with built-in reporting and analytics to gain insights and make informed decisions. Together, these features help streamline your operations and keep your projects running efficiently.
To automate your workflow, our Zapier integration allows you to connect with thousands of other apps, triggering custom actions and moving data between platforms without manual entry. For your marketing and outreach, the MailChimp integration syncs your client lists automatically, allowing you to launch targeted email campaigns and track engagement directly from your dashboard.
With our payment integrations, you can link your Stripe account to generate invoices and handle payments using your business credentials. Similarly, the PayPal integration allows you to connect your PayPal Business account to create invoices and manage transactions directly.
For communication, you can integrate your Slack workspace to receive notifications and collaborate with your team. You can also connect your Zoom or Google Meet accounts to schedule and manage meetings effortlessly.
To streamline your accounting, our QuickBooks integration syncs your invoices and financial data automatically with your QuickBooks account, keeping everything accurate and organized.
What is ClientRamp?
ClientRamp is an all-in-one project management and CRM software platform for freelancers, agencies, consultants, and service-based businesses. It combines client management, project tracking, quote automation, invoice generation, payment processing, and a white-label client portal in a single platform.
How is ClientRamp different from Asana, Monday.com, or ClickUp?
Unlike general project management tools, ClientRamp is purpose-built for service businesses that bill clients. It includes built-in CRM, quoting, invoicing, payment processing via PayPal and Stripe, and a white-label client portal that embeds on your website — all natively, without needing separate apps.
Can I white-label ClientRamp for my clients?
Yes. ClientRamp includes a fully white-label client portal that you embed directly on your website using a simple copy-and-paste widget. Your clients interact with the portal under your brand — your logo, your colors, your navigation — with no ClientRamp branding visible to them.
Does ClientRamp include contracts and e-signatures?
Yes. ClientRamp includes built-in contract management and e-signature functionality, allowing you to send contracts, collect legally binding digital signatures, and manage all documentation within the platform before work begins.
Can clients submit project requests through ClientRamp?
Yes. ClientRamp's white-label widget can be embedded on your website so clients can submit new project requests 24 hours a day, 7 days a week, directly through your branded portal.
Where is ClientRamp based?
ClientRamp is headquartered at 1105 Tryon Village Drive, Suite 303, Cary, North Carolina 27518, with an additional development office in Islamabad, Pakistan.
Ready to Run Your Business From One Place?
Stop paying for five tools to do one job. ClientRamp gives freelancers and agencies everything they need to manage clients, deliver projects, and get paid — starting at $0.
Free Forever Plan · No credit card needed · Cancel anytime
