Welcome to Client Ramp! Get familiar with our software and explore their features:
Dive deeper into our Knowledge Base to get the answers you need quickly. Learn how ClientRamp can save you time and money on managing your projects.
Get familiar with our software and explore their features:
Stay organized and manage all your projects and clients in one central location. Our project management tool streamlines your workflow by allowing you to:
This tool promotes collaboration by keeping everyone informed and aligned. You can set project deadlines, define milestones, and manage workloads at both the company and individual levels. With an intuitive, customizable interface, the tool adapts to your business needs effortlessly. It also provides detailed activity tracking, so you can log every team action and monitor progress to stay on target and achieve your goals.
This tool promotes collaboration by keeping everyone informed and aligned. You can set project deadlines, define milestones, and manage workloads at both the company and individual levels. With an intuitive, customizable interface, the tool adapts to your business needs effortlessly. It also provides detailed activity tracking, so you can log every team action and monitor progress to stay on target and achieve your goals.
Create your first quote and guide it through our process from beginning to end by following the steps below.
The client requests the quote from the Agency and provides the information in order to receive a good quote.
- Client first signs up and 'creates their profile ' for the Agency to receive.
- Then the Client creates the quote request.
- Additional information such as document, images and relevant fies are attached to the project
- Agency receives the information to determine the quote.
Client Requests: Each quote is deemed acceptable or rejected by the Agency during the process.
The client requests the quote from the Agency and provides the information in order to receive a good quote.
- After request is sent then the Agency 'reviews the information' that they received.
- If additional information is needed then the Agency can contact the client for futher informaiton.
- If the quote is approved then a quote is sent to the client.
- Then the Agency waits for the client to approve the quote.
Pending Approvals: Each quote that is approved or accepted and pushed through the process.
The client requests the quote from the Agency and provides the information in order to receive a good quote.
- After the Agency receives the quote and 'it is rejected' the client will receive a notice of the rejection.
- The client will have a chance to correct any issues with the information sent .
- If the client does not correct any issues with the rejected quote then the project is closed
- The client will have the opportunity to re-open the project at any time.
Quotation Rejected: Rejected quotes can be re-opend at any time if the client corrects issues with the quote.
The client requests the quote from the Agency and provides the information in order to receive a good quote.
- If a quote has been approved then the client will be supplied with a 'quote to review' to see if it is acceptable to the client.
- The client can either accept the quote or reject it.
- If the client accepts the quote then the project moves forward.
- If the client rejects the quote then the project is closed.
Quotation Approved: Quotes the are approved during the process will proceed once accepted by the client
Manage your clients with out Project Management software and learn how you can improve your management of your clients.
Manage your Clients with ease and grow your business with our project management system.
Adding and managing clients is effortless with our system, allowing you to store client details, track interactions, and organize projects in one centralized location for seamless communication and workflow.
Easily manage client types by categorizing them based on attributes such as industry, priority level, or service needs, enabling more targeted communication and streamlined organization.
Adding new clients is quick and straightforward, allowing you to input essential details, assign categories, and immediately integrate them into your workflow for efficient management.
Adding new services is simple and flexible, enabling you to define service details, set pricing, and tailor offerings to meet your clients' specific needs
Easily manage client requests by tracking submissions, prioritizing tasks, and ensuring timely responses to meet client expectations and maintain strong relationships.
Manage your Client Ramp account and update your settings and profile to customize your project management account.
Messaging and video capabilities are seamlessly integrated, allowing for real-time communication, virtual meetings, and efficient collaboration with clients and team members.
ClientRamp's Change Log details the history of all modifications, updates, and improvements made to the software over time.
UX Change
Features Update
Integration Update
ImprovementUser log in captcha update
ImprovementStripe API Integration webhook
ImprovementMobile menu hamburger changed
FixedChat disconnections
FixedInvoicing PDF missing info
FixedWidget for WordPress and PHP
