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About

ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.

About

Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.

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

Freelancers, solopreneurs, and small-to-midsize agencies in client-facing service industries — marketing and digital agencies, web design and development studios, creative and branding studios, consultants, and coaches across North America and Europe — who juggle multiple clients and projects and want one workspace instead of a stack of tools. Typical buyers are agency owners, freelancers, and account/project managers.

Audience

Sellers and agents looking for a proposal/document tracking app

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

Pricing

$9/month
Free Version
Free Trial

Pricing

$10 per user, one-time payment
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

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

Review this Software

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

ClientDeck
Founded: 2026
India
clientdeck.pro/

Company Information

Slydeck
Founded: 2019
United States
slydeck.io

Alternatives

Alternatives

Attach

Attach

Cirrus Insight

Categories

CRM

Categories

CRM Features

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

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Integrations

Slack
Google Calendar
Google Drive
QuickBooks Live Bookkeeping
WhatsApp
Xero

Integrations

Slack
Google Calendar
Google Drive
QuickBooks Live Bookkeeping
WhatsApp
Xero
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