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Average Ratings 0 Ratings
Description
ClientDeck operates as a comprehensive "client operating system," seamlessly integrating a variety of disconnected tools by unifying project management, client portals, proposals, invoicing, payments, file sharing, time tracking, and AI-generated client reports within a single premium workspace. In contrast to many other solutions, it offers global functionality with support for multiple currencies and various payment gateways like Stripe, PayPal, and Razorpay, while imposing no transaction fees since users can link their own merchant accounts. Additionally, every plan includes custom-branded client portals and invoicing features, beginning with a free option and progressing to paid tiers starting at just $9 per month, all without imposing fees based on the number of users. This innovative approach ensures that businesses can effectively manage their client interactions and finances in a streamlined manner.
Description
Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Axis LMS
Xero
Zoho Books
Pricing Details
$9/month
Free Trial
Free Version
Pricing Details
$8.51 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClientDeck
Founded
2026
Country
India
Website
clientdeck.pro/
Vendor Details
Company Name
Cone
Founded
2022
Country
United States
Website
www.getcone.io
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management