Ascend

Ascend

Optivation
+
+

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About

Ascend is one workspace for the five workflows agencies run every week: forms, databases, pages, time tracking, and invoicing. Instead of stitching together Notion, Tally, Calendly, Toggl, and FreshBooks, you run the whole client lifecycle in one system that shares the same data. A client intake form writes straight into your database. Every record opens into a full page with notes, files, sub-tasks, and a built-in timer. Tracked hours flow into an invoice generated from the same record. No CSV exports, no copy-paste between apps. Built for solo consultants and small agency studios billing hourly or on retainer. Free tier to start, Solo at $19/month, Studio at $49/month, with no per-seat fees. A 30-day free trial is available on paid plans, no credit card required.

About

ClearClient is a client intake and document management platform that helps businesses collect documents, track onboarding, manage contracts, send invoices, and keep every client file organized in one polished workspace. Instead of chasing files through email threads, folders, forms, and spreadsheets, ClearClient gives teams one place to manage the full client workflow from first intake to final record.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.

Audience

Small business owners or sole proprietors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$19/month
Free Version
Free Trial

Pricing

$19.99/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Optivation
New Zealand
www.optivation.io

Company Information

ClearClient
Founded: 2026
United States
www.clearclient.io

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Ascend

Ascend

Optivation

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Gmail
Microsoft SMTP Service
Notion

Integrations

Gmail
Microsoft SMTP Service
Notion
Claim Ascend and update features and information
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