How to use our Software Features
Our platform was designed to make client management smoother, faster, and more impactful — but knowing how to unlock its full potential is key. Let’s walk through our video support on how you can master our features and turn ClientRamp into your competitive advantage.
Project Board
Understanding how to use ClientRamp's Project Board.
ClientRamp Demonstation
Understanding how ClientRamp system works between admin, client and team member for project, quote and invoicing.
Administration - Managing Admin Access
Manage users, permissions, and system settings with ClientRamp’s admin tools.
Onboarding New Clients
Learn how you can get started quickly with our onboarding process to add new clients and their projects.
Find PayPal Client ID and Secret Key
Finding your PayPal Client ID, Secret Key, Sandbox and Live Modes.
Find Stripe Client ID and Secret Key
How to find your secret key, sandbox and live mode, and finding your client ID.
