88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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.
Read morePricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
Standard Features
Custom Workflows
Facility to create workflows with custom stages, process, and status.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.Compliance Management
Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followedSpecialty Contracts
Helps managing specialty or formal contracts that mainly are written agreements, as a deed.Completion Tracking
Helps in setting certain completion criteria for any activity within a contract management processAuto Extraction
Helps in conducting auto scanning of data and extract the required piece of information from a contract documentAdvanced 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 leadsCustomization
Helps to customize the system for use in industry-specific use casesAI 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 platformsOmnichannel 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 trackingIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisOpportunity 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 closeOrder Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayClient 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 managementFree Trial
Available
No Credit Card Required, Get Started for Free
Learn more about ClientRamp Pricing
95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
API Integrations
TIme Sheet Detail
Time Tracking
Invoicing
Zapier Integration
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