Client Deck Pricing: Cost and Pricing plans

Client Deck Pricing

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Pricing Options

Freemium ( Limited Features )

Pricing Insights for CRM Software

The Average Cost of a basic CRM Software plan is $25 per month.
Client Deck pricing starts at $9/month, which is 64% lower than similar services.
53% of CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 23% offer a Freemium Model Allows users to access basic features at no cost..

Free Free

For solo creators testing the workflow.

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Plus Monthly $9.00 $9.00 per user / month

For freelancers turning their service into a business.

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Pro Monthly $24.00 $24.00 per user / month

For agencies building a world-class client experience.

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Plus Yearly $90.00 $90.00 per user / year

For freelancers turning their service into a business.

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Pro Yearly $240.00 $240.00 per user / year

For agencies building a world-class client experience.

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Client Deck FAQs

Does ClientDeck charge transaction fees?

No. ClientDeck never adds a platform fee. You connect your own Stripe, PayPal, or Razorpay account and pay only your processor's standard rate.

Is there really a free plan?

Yes, a free forever plan with no credit card required. Paid plans start at $9/month for Plus and $24/month for Pro, with flat plan pricing instead of per-seat billing.

Can I use ClientDeck outside the US?

Yes. Alongside Stripe and PayPal, ClientDeck supports Razorpay and multi-currency billing, so freelancers and agencies can get paid worldwide.

What tools does ClientDeck replace?

Proposals, projects, invoicing, client portals, file sharing, and reporting all live in one workspace, so you can retire the separate apps you currently stitch together.

Is it built for teams and agencies?

Yes. ClientDeck works for solo freelancers and multi-person agencies alike, with shared workspaces that keep your team and your clients aligned.

How quickly can I get started?

In minutes. Create a free account, add your first client, and send a proposal or invoice the same day. No credit card and no setup call.

How much does Client Deck cost?

The pricing for Client Deck starts at $9.0 per user per month. Client Deck has 4 different plans:

Plus Monthly at $9.00 per user per month.
Pro Monthly at $24.00 per user per month.
Plus Yearly at $90.00 per user per year.
Pro Yearly at $240.00 per user per year.

Client Deck also offers a Free Plan with limited features.

Learn more about Client Deck pricing.

Does Client Deck offer a free plan?

Yes, Client Deck offers a free plan.

Learn more about Client Deck pricing.

Compare Client Deck Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
Client Deck	9	per month	per user		Client Deck Pricing
Salesforce	25	per month	per user	+	Salesforce Pricing
Zoho CRM	14	per month	per user	+	Zoho CRM Pricing
Pipedrive CRM	14	per month	per user	+	Pipedrive CRM Pricing
Thryv	228	per month	-	-	Thryv Pricing
Freshsales	9	per month	per user	+	Freshsales Pricing
Copper CRM (Formerly ProsperWorks)	9	per month	-	+	Copper CRM (Formerly ProsperWorks) Pricing
Keap	249	per month	-	+	Keap Pricing
Top Producer CRM	179	per month	per user	-	Top Producer CRM Pricing
Zendesk Sell	19	per month	per user	+	Zendesk Sell Pricing

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Client Deck Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

65%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

AI Assistant

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Percent-Complete Tracking

Percentage of work done on estimated items.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Document Management

Ability to store and manage various information and documents in electronic format.

Client Deck Pricing

Pricing Insights for CRM Software

Client Deck FAQs

Compare Client Deck Pricing Against Competitors

Free Software Alternatives to Client Deck

Client Deck Alternatives

Client Deck Features

CRM Features

Billing and Invoicing Features

Project Management Features

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