Manage clients, projects
& billing in one platform
ClientFlow is the all-in-one SaaS platform for agencies and service-based teams. Stop juggling tools - start delivering results.
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Everything your agency needs
From client onboarding to invoice delivery - ClientFlow covers the full lifecycle.
Client Management
Centralized client records with relationship tracking, projects, files, and invoice history.
Project Delivery
Plan, track, and ship projects with timelines, teams, attached files, and per-client portals.
Task Workflows
Kanban boards and list views with status pipelines, assignees, mentions, and due dates.
Stripe Billing
Subscriptions, the customer portal, invoices, refunds, and webhook-driven plan updates.
Invoicing & GST
Manual and Stripe-driven invoices, India GST tax breakdown, and automated dunning reminders.
Analytics
Per-org and platform-wide rollups for project health, task velocity, and revenue trends.
Notifications
In-app, email, and web push channels with per-event preferences and unsubscribe support.
Security & RBAC
Role-based access, TOTP 2FA, audit logs, IP allowlisting, and rate-limited public endpoints.
Status & Uptime
Self-hosted public status page with component states, incident history, and email subscribers.
API & Webhooks
REST API with org-scoped keys for clients, projects, tasks, and invoices. Stripe webhooks built in.
Feature Flags
Two-tier flag system - global defaults plus per-org overrides - controlled from the admin panel.
Platform Admin
Cross-org admin console with audited impersonation, usage views, and operational dashboards.
Files & Media
Cloudinary-backed uploads with signed URLs, previews, and per-client visibility controls.
Client Portals
Public-facing portals for each client with project visibility, file sharing, and invoice access.
Multi-Tenant by Design
Strict per-organization data isolation enforced at every server boundary, not just the UI.
Simple, transparent pricing
Start free, scale as you grow. No hidden fees.
Starter
- Up to 15 clients & 10 projects
- 5 team members
- 100 tasks / 200 comments / 50 file uploads per month
- Team invitations & role management
- Workspace settings & branding
- Email support
Professional
- Unlimited clients, projects & team members
- Unlimited tasks, comments & file uploads
- All modules unlocked (CRM, invoices, support, KB, automations)
- Client portal access
- API keys & webhooks
- Advanced analytics & exports
- Priority email support
Enterprise
- Everything in Professional
- SSO / SAML & advanced security controls
- Dedicated infrastructure region & higher rate limits
- Custom contracts, SLA & DPA
- Dedicated account manager
- Custom onboarding & migration support
- 24/7 priority support
Custom onboarding included
Ready to streamline
your agency?
Join thousands of agencies already using ClientFlow to manage clients, projects, and billing - all in one place.