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All Your Client Work, One Powerful Platform Trusted by Thousands of Companies Worldwide

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.
Project Management Software dashboard showing client tracking, quotes, and project timelines.

Stop Managing Tools and Start Finishing Projects

Running a business is hard enough without fighting your software. ClientRamp simplifies your entire workflow by consolidating project tracking, team assignments, and client billing into one intuitive dashboard. Instead of jumping between apps, you can monitor milestones in real-time, automate your quoting process, and ensure your team stays on schedule. It’s a fully customizable command center built to eliminate bottlenecks and maximize your billable hours. Easily move your leads, projects and clients through each stage keeping up with deadlines and payments all in one place. Simple and intuitive for freelancers, agencies and developers, designers and consultants who focus on sales and client acquisition.
How much are project manangement errors costing you?
24%

Project managers use a tool

29%

Projects complete on time

74%

Projects running late

$2 trillion

Lost yearly due to poor project management

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.
  • Widget to private label your website.
Use our centralized project management and task assignment interface.
Client management screen showing contact details, project history, and communication logs.

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.

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.
Interface showing how to create and track project quotes, monitor status, and automate follow-ups.
Automated invoice generation screen showing integration with PayPal, Stripe, and QuickBooks.

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.
  • 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.
Manage user settings and your subscriptions for your profile.
Real-time chat interface for team and client communication, including instant file sharing.

Messaging and File Sharing

Improve client communication with our real-time instant messaging and group tools.

Key Features

  • Group or private chats 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.

Our Support

Icon representing 24/7 customer support and personalized assistance.

Support When You Need It

Get guidance from our dedicated support team.

Example of the white-label widget for adding ClientRamp to a website under the agency's brand.

Personalized Assistance

Tailored solutions for your unique business needs.

Conact our support representatives who are available anytime

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 and QuickBooks.
  • 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 and QuickBooks.
  • 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 and QuickBooks.
  • 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.

  • If you need custom limits for your Pro Plan please contact us.

FAQs

Find Answers to Most Asked Questions

ClientRamp provides a comprehensive set of tools designed to help you manage your projects from start to finish. These include task and deadline management, team collaboration tools, secure file sharing, and real-time progress tracking so you always know where things stand.

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.

Yes, ClientRamp is built to support teams of all sizes. Whether you’re a freelancer managing a few projects or a large organization handling complex workflows, the platform scales to fit your needs. With flexible features and customizable workflows, you can easily adapt ClientRamp to match your team’s size, structure, and project complexity as you grow.

Our software connects seamlessly with popular tools like QuickBooks, Google Meet, Zoom, Slack, PayPal, and Stripe, making it easy to keep your work aligned and up to date.

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.

Yes, ClientRamp is accessible on mobile devices, so you can stay productive wherever you are. You can manage tasks, communicate with your team, and track project progress on the go—ensuring you’re always connected and in control.

ClientRamp offers flexible pricing plans tailored to your team size and feature requirements. We also provide a free forever account so you can explore the platform and see how it fits your workflow before committing. For a customized quote, you can reach out directly to our sales team.

Yes, data security is a top priority at ClientRamp. We use industry-standard encryption and secure servers to protect your information and follow strict privacy policies to keep your data safe at all times.

Absolutely. ClientRamp offers a variety of customizable options, including workflows, templates, and user roles and permissions. This flexibility allows you to tailor the platform to match your team’s unique processes and way of working.

Yes, our customer support team is available 24/7 to help with any questions or technical issues. You can reach us via email, live chat, or phone, and we’ll be happy to assist you whenever you need.

Yes, ClientRamp includes powerful reporting and analytics tools that give you visibility into your team’s progress, upcoming deadlines, and completed tasks. You can create customizable reports to track performance, identify bottlenecks, and optimize your workflows.

Yes, ClientRamp is designed for ease of use. We provide onboarding guides, tutorials, and dedicated customer support to help your team get started quickly, so you can begin managing projects efficiently from day one.
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