clientsdone

ClientsDone is a cloud-based platform that unifies client relationship management with project collaboration to help freelancers, agencies, and small to mid-size businesses manage work from first contact to delivery. It aims to consolidate client data, proposals, contracts, time tracking, invoicing, and communications in a single interface, reducing the need to switch between tools.

Key features include a configurable CRM with contact and company records, deal stages, and activity history; project planning and time tracking; invoicing and proposals; a client portal for sharing updates and documents; and standard reporting. It supports integrations with common apps and offers API access for custom workflows. Security features include role-based permissions, audit logs, encryption in transit and at rest, and data export options.

Users can store contact records, track deals, assign tasks, log time, generate invoices, and share updates with clients through the portal. The platform is designed to provide a single source of truth for client data and to streamline approvals and feedback loops.

Origins and reception: ClientsDone was developed by a small software team and released publicly in the late 2010s. It has since expanded to serve industries such as marketing, IT services, design, and consulting, with feedback emphasizing ease of use and a unified client experience.

Availability: ClientsDone is offered as software-as-a-service with tiered pricing, a free trial, and options for enterprise deployments. It highlights data security, including encryption, audit trails, and configurable access controls.