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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

NeatInvoice serves as an invoicing platform specifically designed for freelancers and independent consultants. Each invoice features a live client link, allowing clients to access it through a browser without needing a PDF attachment, and you'll be notified of the exact time and device they used to view it. In the event of a delayed payment, the system automatically sends reminders to your client via email after the due date has passed. The application also allows for direct invoice sending through email integration, while recurring billing options cater to clients on retainer, with a feature for optional automated sending. The financial dashboard provides insights into payments received, outstanding balances, overdue amounts, revenue patterns, leading clients, and the most profitable services, all calculated from the invoices you issue. Moreover, NeatInvoice boasts a range of features, including support for over 40 currencies, invoice labels in 12 different languages, multiple business workspaces, a library for saved clients and items, and the ability to export PDFs across all subscription plans. The free tier permits the issuance of up to 25 invoices per month, complete with live link tracking, finance overview, and PDF export capabilities, requiring no credit card, trial period, or expiration date. The Pro version enhances the service by incorporating email dispatch, automated reminders, and the recurring billing feature, making it an even more valuable tool for managing invoices efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9/month
Free Trial
Free Version

Pricing Details

$5/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

NeatInvoice

Founded

2026

Country

Indonesia

Website

neatinvoice.app

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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