Stop switching between tools.
ClientRamp helps you manage clients, projects, quotes, and invoices — all in one place. No more tab-switching, no more data gaps.
Read article →All-in-One CRM, Project Management & Invoicing Software for Service Businesses
Every Client. Every Project. Every Invoice. One Platform — Built for Any Service Business.
Priced per account — not per user. Free 14-day trial.
Whether your business manages clients, tracks project work, and bills for it — ClientRamp replaces your disconnected tools with one white-label platform that centralizes projects, clients, invoicing, and payments under your brand.
Stop Managing Tools and Improve Your Workflow
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. No matter what kind of work you do or how your team operates — ClientRamp gives you the structure to stay organized, deliver on time, and get paid without switching between apps. It is a fully customizable command center built to eliminate bottlenecks and maximize your billable hours.
How much are project management errors costing your business?
24%
Project managers use a dedicated tool
Source: Wellingtone State of PM Report
29%
Projects complete on time
Source: PMI Pulse of the Profession
74%
Projects running late
Source: Wellingtone State of PM Report
$2 trillion
Lost yearly due to poor project management
Source: PMI Pulse of the Profession
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.
- White-label 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 via Mailchimp integration.
- 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 branded invoices with your logo and colors.
- Integrate PayPal and Stripe for seamless payment collection.
- Built-in invoicing, payment follow-ups and contracts with e-signatures.
- Automate payment reminders for outstanding balances.
- Integrate with QuickBooks for automatic accounting sync.
Administration
Take control of managing user settings, user permissions, subscriptions and system security.
Key Features
- Set granular user roles and permissions.
- Manage sensitive data with confidence and audit trails.
- 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 within projects.
- Video conferencing via Zoom and Google Meet integrations.
- Slack integration for team 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.
PayPal
Integrating PayPal →Accept payments and manage client transactions directly from your dashboard via your PayPal Business account.
Stripe
Integrating Stripe →Process card payments, generate invoices, and manage billing using your Stripe business credentials.
QuickBooks
Integrating QuickBooks →Sync all billing and invoice data directly to your QuickBooks account for seamless financial management.
Zoom
Integrating Zoom →Create and launch Zoom meetings directly from any project or client record inside ClientRamp.
Google Meet
Integrating Google Meet →Start Google Meet video calls instantly from your dashboard, tied to the relevant client or project.
Slack
Integrating Slack →Receive real-time project notifications and collaborate with your team through your connected Slack workspace.
Zapier
Integrating Zapier →Connect ClientRamp to over 7,000 apps and automate your entire workflow without writing a single line of code.
Mailchimp
Integrating MailChimp →Sync your client lists automatically and launch targeted email campaigns directly from your ClientRamp dashboard.
Built for Any Business That Manages Clients and Bills for Work
If you deliver a service, manage ongoing client relationships, and send proposals or invoices — ClientRamp is built for you.
Solo Operators
Get full professional infrastructure from day one. Manage your clients, send quotes, collect payments, and deliver projects. Start with a free 14-day trial — no credit card required, no per-user fees. Everything a growing business needs to operate professionally from the start.
Growing Teams
Handle multi-client project tracking, team task assignment, and automated billing across your entire client roster. Per-account pricing means your costs stay flat as your team grows — a team of 50 pays the same as a team of 5.
Client-Facing Businesses
Keep every client engagement organized with detailed contact profiles, project history, communication logs, and a white-label portal your clients access under your brand. Never lose track of what was promised, what is in progress, or what is owed.
Businesses That Quote and Invoice
Automate the entire journey from quote to signed contract to paid invoice in one platform. Stripe and PayPal integrations mean you get paid faster. E-signatures mean contracts are collected and stored before work begins — no chasing paperwork.
Businesses With Repeat Clients
Manage recurring engagements, track ongoing project work, and bill clients automatically. QuickBooks sync keeps your accounting current without manual exports. Every client's full history — projects, invoices, communications — lives in one organized record.
Businesses With Remote Teams
Keep distributed teams aligned with shared project boards, real-time messaging, file sharing, and Slack, Zoom, and Google Meet integrations — all in one place. No matter where your team works, everyone stays on the same page.
What Our Customers Say
★★★★☆
4.7 / 5 • Rated by businesses on G2, Capterra, Trustpilot & Product Hunt
★★★★★
"ClientRamp is an amazing tool that helps project managers improve managing their clients and projects. The centralized dashboard saves hours every week by eliminating the need to switch between multiple tools."
★★★★☆
"ClientRamp helped my business improve its ability to manage clients and our invoicing better than we did with other tools out there. We replaced our current software subscription plus a separate billing tool and saved about $200 per month."
★★★★★
"Finally found a platform that handles both client management and invoicing in one place. We replaced three separate tools with ClientRamp and cut our admin time in half. Support answered every question within an hour."
★★★★★
"The white-label client portal is a game-changer for our agency. Our clients love the branded experience and we look far more professional. Our close rate on new proposals improved noticeably after launching it."
★★★★★
"As a freelance consultant, ClientRamp gives me everything I need to run my business professionally. The free plan was enough to get started and upgrading to Starter was less than what I was paying for my invoicing tool alone."
★★★★★
"The QuickBooks integration alone saved us hours every month. Everything syncs automatically and our accountant loves it. The e-signature feature means contracts are signed and stored in the same place as the project."
Have a ClientRamp account? Leave a review on G2, Capterra, or Trustpilot — it helps other businesses find us.
From the ClientRamp Blog
Guides and insights to help you manage clients, deliver projects, and grow your business.
Accelerate your client growth.
Winning new clients isn't about working harder — it's about working smarter. Here's how teams are using ClientRamp to grow faster.
Read article →
Simplify your billing process with ClientRamp.
Create invoices, track payments, and manage client billing — all from one powerful platform. No spreadsheets. No confusion. Just smooth billing.
Read article →Our Support
Support When You Need It
Get guidance from our dedicated support team available 24/7/365.
Personalized Assistance
Tailored solutions for your unique business needs.
Available Anytime
24/7/365 support to keep your business running smoothly.
Subscription Plans
Choose the Perfect Plan for Your Business
14-Day Free Trial
Free — No Credit Card Needed
Includes Full Access To
- All features — no restrictions during the trial.
- Full project management toolkit with task tracking, deadlines, calendars, and file sharing.
- Built-in CRM, quoting, invoicing, and payment collection.
- All integrations: Slack, PayPal, Stripe, Mailchimp, Zapier, Zoom, Google Meet, QuickBooks.
- White-label website widget — embed your branded client portal on your website.
- E-signatures and contract management.
- Mobile access with real-time sync (iOS & Android).
Most Popular
Starter Plan
Price: $20/month
Features
- Manage up to 100 clients.
- Manage up to 100 team members.
- Up to 100 quotes and 100 invoices per month.
- All integrations included.
- Full chat functionality including file sharing.
- Full project management toolkit.
- White-label website widget.
- Priority email and chat support.
- Mobile access with real-time sync.
Pro Plan
Price: $50/month
Features
- Manage up to 500 clients.
- Manage up to 500 team members.
- Unlimited quotes and invoices.
- All integrations included.
- Full chat functionality including file sharing.
- Full project management toolkit.
- White-label website widget.
- Priority email and chat support.
- Mobile access with real-time sync.
-
If you need custom limits for your Pro Plan please contact us.
Frequently Asked Questions
Last updated: April 2026
Find answers to the most commonly asked questions about ClientRamp.
ClientRamp provides a comprehensive set of tools for managing client projects end-to-end. These include task and deadline management, team collaboration, secure file sharing, real-time progress tracking, drag-and-drop project boards, quote and proposal automation, invoice generation, payment processing via PayPal and Stripe, QuickBooks accounting sync, built-in CRM with full client history, e-signatures and contract management, team and client messaging, and a fully white-label client portal that embeds on your website. Reporting and analytics tools give you visibility into performance, bottlenecks, and upcoming deadlines across all active projects.
What is ClientRamp?
ClientRamp is an all-in-one project management, CRM, and client billing platform for any business that manages clients and bills for its work. It combines client management, project tracking, quoting, invoicing, payment processing, and a white-label client portal — all in one platform. Free 14-day trial, no credit card needed.
What types of businesses use ClientRamp?
Any business that manages clients and bills for work — from solo operators to teams of any size, across any industry. If you deliver a service, maintain client relationships, and send proposals or invoices, ClientRamp is built for you.
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.
What happens when my 14-day trial ends?
You choose a paid plan or your account pauses — no data is deleted and no charges are made without your action. You can pick up exactly where you left off the moment you subscribe. No pressure, no automatic billing.
Ready to Run Your Business From One Place?
Stop paying for five tools to do one job. If your business manages clients, delivers work, and sends invoices — ClientRamp gives you everything you need to stay organized, deliver on time, and get paid. Try it free for 14 days.
Free 14-Day Trial · No credit card needed · Cancel anytime · Priced per account, not per user
