Everything You Need to Manage Clients
From your first client to your hundredth, ClientsPlace gives your team the tools to organize, deliver, and grow.
No credit card required Free plan available 14-day trial on paid plans
Sandstone Co.
Brand redesign project · Q2 2026
Design & Strategy$6,000
Development (32h)$1,920
Revisions$480
Total due$8,400
Paid · just now
Meridian Group$18kHot
TechFlow Inc.$6kWon
Nova Studios$12kWarm
SC
Can you send over the revised proposal today?
Absolutely — sending now via the portal!
CP
SC
Perfect, approved ✓
JK
Project approved
Nova Studios · just now
62%
Less time on admin work, on average
3.4×
Faster invoice-to-payment cycle
14k+
Teams running on ClientsPlace
99.98%
Platform uptime, last 12 months
Starter
Client management essentials
Everything you need to manage clients professionally from day one.
- Client database, project tracking, invoicing, and file management
- Branded client portal for invoices, files, updates, and communication
- Online payments, automated reminders, and billing dashboard
- 14-day free trial with full access to all Starter features (or stay on the Free plan with limits)
NW
On trackOutstanding
$8,500
↑ paid in 3 days
This year
$42,300
↑ 28% YoY
Recent invoices
INV-2186 · Brand sprint$8,500Paid
INV-2174 · Discovery$1,800Sent
INV-2168 · Retainer$2,500Draft
Pro
Sell and deliver services at scale
Package your services, win more deals with professional quotes, and streamline how work gets delivered.
- Service packages, custom quotes, and client request management
- In-portal quoting, approvals, and real-time collaboration
- Task management, team messaging, and resource planning
- Everything in Starter, plus tools to formalize your sales and delivery process
- Invoice tipping — clients can leave a tip on paid invoices through the same checkout flow
Quote · Brand identity sprint
QT-1042 · Northwind Studio
Strategy & discovery
2 workshops, brand audit
×1
$1,800
Visual identity
Wordmark, palette, system
×1
$4,200
Production retainer
3 months, 12h/mo
×1
$2,500
Total$8,500
Approval flow
Sara is reviewing the quote
SM
JK
+2
Business
Advanced tools for growing teams
CRM, integrations, and enterprise controls for teams that need more power and flexibility.
- Single sign-on (SSO), role-based permissions, custom branding, and compliance tools
- Built-in CRM with leads, pipeline tracking, and revenue analytics
- Marketplace integrations, multi-language support, and sandbox testing
- Scheduling, evidence vault, notification hooks, and operational add-ons
Discovery 3
Birchwood Co.
Brand refresh
$9,500B
Olivetti
Web overhaul
$14,200O
Quote sent 2
Acme Co.
Identity system
$24,000A
Lumen Labs
Marketing site
$11,800L
Closing 2
Helix Labs
Annual retainer
$18,000H
Aurora Health
Product launch
$42,000A
Revenue · Q2 forecast$284k ↑ 18%
Enterprise
Custom workflows and automation
Build powerful automations that eliminate manual work and keep your entire operation running smoothly.
- Visual Workflow Studio to design, test, and deploy custom workflows
- Event triggers, scheduled actions, approvals, and conditional logic
- Built-in retry handling, diagnostics, and run history
- Dedicated onboarding and priority support for enterprise teams
Trigger
When invoice is paid
↗
Send to Slack
#wins channel
⌛
Wait 24 hours
Then continue
★
Send NPS survey
to client
✓
If > $5,000
Branch on amount
→
Create renewal task
assign to AE
Project Tools
Advanced project management
Enterprise-grade project tools inspired by the best PM platforms: Gantt charts, sprints, OKRs, and portfolio management.
- Gantt charts with dependencies, milestones, and visual timelines
- Sprint & Scrum framework with burndown charts and velocity tracking
- Goals & OKR tracking with strategy maps and cascading objectives
- Portfolios for cross-project aggregation, health dashboards, and workload views
Brand sprint · May 20268 weeks
W1W2W3W4W5W6W7W8
Discovery
Strategy
Identity design
System & guidelines
Launch package
Client review
Collaboration
Real-time collaboration tools
Whiteboards, document editors, visual proofing, and screen recording — everything your team needs to collaborate seamlessly.
- Infinite-canvas whiteboards with sticky notes, shapes, and task conversion
- Collaborative document editor with wiki, versioning, and inline comments
- Visual proofing with pin-based annotations and approval workflows
- Screen recording with transcription, timestamped comments, and task linking
User wants 1-click invoice resend
— Sara
Approval should bundle multiple quotes
— Jamie
Notify me when files are downloaded
— Priya
Comments → tasks in one click
— Marco
Expense receipts inside the invoice
— Sara
Sara
Marco
Intelligence
AI-powered business intelligence
Autonomous AI agents, conversation intelligence, revenue forecasting, and contact enrichment to supercharge your business.
- AI agents with personas (content writer, support agent, sales rep) and guardrails
- Conversation intelligence with call recording, transcription, and coaching insights
- Revenue forecasting with cohort analysis, deal velocity, and win/loss tracking
- Contact data enrichment, NPS/CSAT surveys, and multi-channel journey orchestration
Atlas · Sales agent
Persona: warm, consultative · ON
Hi Sara — I noticed the Northwind quote has been open for 4 days. Want me to draft a friendly follow-up?
Yes, mention the new retainer discount.
Drafted. I've also flagged 3 similar deals to nudge — want to review them in a batch?
Atlas is checking pipeline…
AI revenue forecast · Next 30 days
$108,400 + $14k vs trend
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