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About ClientRamp

Deep Dive with Clara AI

ClientRamp is an all-in-one white-label platform built for freelancers, agencies, and service businesses that manage clients, deliver projects, and bill for their work. Instead of paying for multiple disconnected tools, ClientRamp centralizes your CRM, project management, quoting, invoicing, payments, e-signatures, team communication, and client portal into one dashboard. What sets ClientRamp apart is its per-account pricing model — your entire team is always included at no extra cost. A team of 50 pays the same flat monthly rate as a team of 2, making it significantly more affordable than per-user competitors like monday.com, ClickUp, or Dubsado as your business grows. Clients get a fully white-labeled portal experience embedded directly on your website — branded with your logo and colors, with no ClientRamp branding visible. Through the portal, clients can submit project requests, track progress, approve quotes, sign contracts, pay invoices, and communicate with your team — all under your brand. ClientRamp integrates natively with PayPal, Stripe, QuickBooks, Zoom, Google Meet, Slack, Mailchimp, and Zapier — connecting to over 7,000 additional apps without any coding required. A free forever plan is available with no credit card required, and paid plans start at $20 per month flat for up to 20 team members.

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Screenshots & Videos

API Integrations
TIme Sheet Detail
Time Tracking

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    75%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers
  • Individuals

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Online

ClientRamp Features

Project Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    75%

Unique Features

Idea Management

Facility to receive insights from internal and external stakeholders

Project Portfolio Management

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

Issue Management

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

Standard Features

Custom Workflows

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

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.

Milestone Tracking

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

Document Management

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

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.

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

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.

Budget Management

Analyzing financial information to ensure all operations are within budget

Contract Management Features

Digital Signature

A facility to capture digital signature in a secure format

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Milestone Tracking

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

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.

Specialty Contracts

Helps managing specialty or formal contracts that mainly are written agreements, as a deed.

Sell Side (Customers)

Helps in managing the contracts related to the firms that sell investment services to asset management firms/organizations

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Government Contracts

Helps taking care of Government contracts that allows you to sell your goods/services to the Government and its different agencies

Full Text Search

Allows and helps in searching for a single or a collection of computer-stored documents in a full-text database.

Contract Templates

Provides ready-made beautiful templates for writing different types of contracts

Contract Drafting

Helps in drafting a reliable and secure contract for understanding properly the terms of the agreement

Completion Tracking

Helps in setting certain completion criteria for any activity within a contract management process

Buy Side (Suppliers)

Helps managing contracts of firms that buy investment services like securities

Auto Extraction

Helps in conducting auto scanning of data and extract the required piece of information from a contract document

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

CRM Features

Advanced Automation

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

Customer Segmentation

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

Customization

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

Collaboration Tools

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

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.

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.

Real-time Data Sync

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

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.

Dedicated Phone Line Integration

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

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

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

Reporting (Analytics)

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

Order Management

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

Lead Management

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

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.

Project Management

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

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.

Client Onboarding Features

Client Communication Tools

Offers support through chat, email, or in-app messaging throughout the process.

Workflow Builder

Empowers teams to design precise, step-by-step workflows with clarity and ease.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Dashboard

A digital insight of reports and other workings on a single screen

Document Management

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

Reporting (Analytics)

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

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Time Tracking Features

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job

Mobile Time Tracking

Allows tracking time using a mobile device

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.
ClientRamp Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Learn more about ClientRamp Pricing

ClientRamp Alternatives

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ClientRamp FAQs

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Vendor Details

Founded : 2025

Contact Details

Not available

https://clientramp.com/

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