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. A team of 50 pays the same as a team of 5.
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
Estimates & Quoting
Close deals faster with intelligent estimating
Stop guessing on pricing. Get real input from your team, compare quotes, and send estimates that protect your margins.
- Create and send professional estimates in minutes
- Convert estimates into invoices with one click
- Request internal pricing from team before sending
- Compare multiple team quotes side by side
- Internal validations to maintain accuracy and profit margins
Highlight Feature
Team-based quoting system
Assign a job to team members first. They submit pricing, you review and finalize — ensuring the best margin before the client ever sees a number.
Step 01
Draft estimate
Assign job to team for pricing input
Step 02
Team submits pricing
Review, compare, and pick the best margin
Step 03
Client receives estimate
Professional, accurate, confidence-building
Step 04
Accepted → project auto-created
No manual steps, just pure momentum
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.
Features Built for Any Business Managing Clients
From proposals to payments, ClientRamp gives businesses and their teams everything they need to run client work without the chaos.
Subscription Plans
Choose the Perfect Plan for Your Business
Free Forever
No Credit Card Needed
Perfect for freelancers testing the platform with no commitment.
Includes
- 5 team members
- 5 clients
- 5 quotations
- 5 invoices
- Basic chat (text only)
- Project management
- Workflow automation
- Basic Video Conferencing (not saved)
Most Popular
Starter
$20/month
For growing teams that need more room to operate and deliver.
Features
- 100 team members
- 100 clients
- 100 quotations
- 100 invoices
- Group project chats.
- All integrations
- Contracts & signatures
- Image sharing in chat
Pro
$50/month
Full access for serious businesses scaling without limits.
Features
- 500 team members
- 500 clients
- 500 quotations
- 500 invoices
- Image sharing in chat
- Advanced automation
- Priority support
- Custom branding
- Mobile access with real-time sync.
Enterprise
Billed Annually
For large organizations with unique scale, compliance, or integration requirements.
Features
- Unlimited everything
- Image sharing in chat
- Dedicated account manager
- Custom integrations
- SLA & compliance
- Onboarding & training
All paid plans include: Full project management, estimates & invoicing, team tasks & time tracking, scheduling, calendar sync, Zoom & Google Meet, contracts & digital signatures, Zapier automation, and all integrations (Slack, Stripe, PayPal, QuickBooks, Mailchimp, etc). Image sharing in chat is available on Starter, Pro and Enterprise plans only.
Customization: If you need custom limits for your Enterprise Plan please contact us.
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.
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.
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.
Industry Guides and Insights
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 →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. Priced per account, not per user — your entire team is always included. Free forever plan, 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.
Is there a free plan?
Yes. ClientRamp offers a Free Forever plan — no credit card required, no time limit, no account pauses. Keep access to core features at no cost for as long as you need. Upgrade to Starter or Pro Plan whenever you're ready.
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. Start free forever — no credit card needed.
Free Forever Plan · No credit card needed · Priced per account, not per user · Cancel anytime
