Run your entire client business from one platform.
Client portal, onboarding, booking, documents, invoicing, helpdesk, BI studio, and AI agents — all in one platform. Replace a dozen tools with ClientsPlace.
Invoice
#INV-2847Trusted by 12,000+ service businesses
The platform service teams replace 12 tools with.
One workspace, one bill, one place your team — and your clients — actually want to log into.
From first touchpoint to renewal — handled.
Stop juggling separate tools. ClientsPlace combines onboarding, project delivery, invoicing, support, community, and AI into a single workspace.
AI that works alongside your team
Trained on your knowledge base, your past invoices, your tone. Drafts replies, qualifies leads, and answers client questions from day one.
CRM & pipeline
Track leads, deals, and revenue forecast — no separate CRM needed.
Booking & calendar
Self-schedule with availability rules and buffer times.
Document chain
Send, track, and collect signed contracts with a full audit trail.
Autonomous agents
Agents that plan, act, and observe — across phone, email, and chat.
Helpdesk & ticketing
SLA tracking, priority queues, and a self-serve knowledge base.
Client onboarding
Guided intake, welcome sequences, and branded portals from day one.
Workflow automation
Triggers, conditions, retries, scheduled actions — no code required.
Community & BI Studio
Branded community plus dashboards for revenue, delivery, and team performance.
Plans that grow with your business.
Start free. Upgrade only when you outgrow it. Every plan includes the client portal, invoicing, and the mobile app.
For solo operators getting their first clients online.
- Up to 3 clients
- Basic invoicing
- Client portal
Clients, projects, invoicing, portal, booking, and onboarding essentials
- Unlimited clients
- Booking & calendar
- Online payments
Offerings, quotes, messaging, helpdesk, document chain, and AI content tools
- Quote builder & approvals
- Helpdesk & SLAs
- AI content & drafts
CRM, marketplace, BI studio, community hub, LMS, and enterprise controls
- CRM & pipeline
- BI Studio & reports
- Community Hub & LMS
Workflow automation, compliance center, white-label, and dedicated support
- Workflow Studio
- White-label & SSO
- Dedicated support
Replace your entire tool stack.
ClientsPlace combines capabilities that typically need four or more separate subscriptions. Cut the contracts, cut the integrations, cut the cost.
What you cancel
What you get
Ready to simplify
your client operations?
Join thousands of service businesses that use ClientsPlace to onboard, deliver, and get paid — all from one platform.