# ClientDeck Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ClientDeck Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10049224/ClientDeck --- # ClientDeck Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) ClientDeck ## What is ClientDeck? ClientDeck is client management software that unifies business operations into a single workspace. It integrates project management, invoicing, proposal generation, payment processing, and client communication tools. Secure portals allow proposal reviews and approvals, generating project workspaces, invoices, and delivery pipelines. Kanban boards track tasks, milestones, and deliverables, with real-time client access via branded portals. The invoicing system supports Stripe, PayPal, and Razorpay without platform fees, syncing with QuickBooks and Xero. Secure portals offer controlled access to files, invoices, and updates. Automation includes AI-generated reports, recurring invoices, and payment reminders. Financial tools provide cash flow forecasting and profit analysis. Integrations include Slack, Google Calendar, Google Drive, QuickBooks, and Xero. Security features include AES-256 encryption, OAuth 2.0 authentication, and secure payment processing. ## What is ClientDeck used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $9 Flat Rate, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientDeck?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://clientdeck.pro/&name=ClientDeck) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Contact Management Manage, organize, and store contact information Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Interaction Tracking Track interaction history by documenting conversations for contacts Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Mobile Access Access software remotely via mobile devices ClientDeck 13 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Manage, organize, and store contact information Assemble applications and processes by dragging over and arranging pre-built components Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices Predict future data based on historical data sets Generate quotes or estimates for customers Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Create, manage and track all task activities and progression Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Free Plan $0.00 It includes: - 3 clients - 3 projects - 5 invoices per month - 3 proposals per month - 1 client portal - 500 MB storage - 2 AI reports per month - Slack integration Plus Plan $9.00 Flat Rate,Per Year It includes: - Unlimited clients & projects - Unlimited invoices & proposals - 10 client portals - 20 GB storage - 50 AI reports per month - Recurring invoices, time tracking & expenses - 2 team members - Custom branding (logo & colors) - Google Calendar integration - Contextual CSV bookkeeping exports (Clients & Invoices) - PayPal & Razorpay payment gateways Pro Plan $24.00 Flat Rate,Per Year It includes: - Unlimited client portals - 200 GB storage - Unlimited AI reports - 10 team members - Advanced automations - QuickBooks, Xero & Google Drive integrations - Team roles & permissions - Priority support - Financial Analytics Dashboard (Supabase Ledger) - Stripe, PayPal & Razorpay gateways - Full contextual CSV exports (all modules + timesheets) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.