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 and one-on-one chats.
  • Instant file sharing.
  • Privately chat or include team memebers.
  • 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

Trial Plan

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 client limits for your Pro Plan please contact us.

FAQs

Find Answers to Most Asked Questions

Our software includes a range of features such as task and deadline management, team collaboration tools, file sharing, real-time progress tracking, customizable workflows, and reporting and analytics to help you manage every aspect of your projects efficiently.

Yes, our software is designed to support teams of all sizes. Whether you're a freelancer managing small projects or a large organization handling complex workflows, our tool can scale to meet your needs.

Our software integrates with popular tools like QuickBooks making it easy to keep all your work in sync.

Yes, our software is accessible via mobile devices, allowing you to manage tasks, communicate with your team, and monitor project progress on the go.

We offer flexible pricing plans based on team size and feature needs, including a trial account so you can experience our software before committing. Contact our sales team for a customized quote.

Yes, data security is our priority. We use industry-standard encryption and secure servers to protect your data, and we follow strict privacy policies to ensure your information is safe.

Definitely. Our software offers a range of customizable options, from setting up workflows and templates to configuring user roles and permissions, so it aligns perfectly with your team’s processes.

Yes, our customer support team is available 24/7 to assist with any questions or technical issues. You can reach out and contact us via email, chat, or phone, and we’re happy to help.

Yes, our reporting and analytics tools give you insight into your team’s progress, upcoming deadlines, and completed tasks. You can generate customizable reports to measure performance and optimize workflows.

Our software is designed with ease of use in mind. We offer onboarding guides, tutorials, and customer support to help your team get up and running quickly, so you can start managing projects right away.
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