
ClientDeck.pro
HoneyBook
Dubsado
Bonsai
17hats
Plutio
Moxie
Zoho CRM
Kanera
Trello
Jira
ClickUp
Asana
monday.com
Notion
Wekan
ClientDeck is an all-in-one client operating system built for freelancers, agencies and consultants who want to manage their entire business from a single platform. Instead of juggling separate tools for CRM, project management, proposals, invoicing, client portals and financial reporting, ClientDeck brings everything together in one modern workspace.
Manage leads, clients and projects with an intuitive dashboard that supports the entire client lifecycle. Create professional proposals, collect digital approvals, convert proposals into active projects, generate invoices, track payments and monitor business performance without switching between multiple applications.
Deliver a premium client experience with secure, branded client portals where clients can view project updates, invoices, proposals, contracts and shared files anytime. Keep your team aligned with project boards, task management, time tracking and recurring invoices, while built-in analytics provide real-time insights into revenue, cash flow, profitability and outstanding payments.
Collect payments directly through Stripe, PayPal or Razorpay with 0% platform fees. ClientDeck never takes a percentage of your revenue—you keep what you earn and only pay the standard processing fees charged by your chosen payment provider. Whether you're billing one client or hundreds, every payment goes directly to your connected account.
ClientDeck integrates seamlessly with Google Calendar, Google Drive, QuickBooks and Xero, helping you streamline operations without disrupting your existing workflow.
Whether you're an independent freelancer, creative studio, marketing agency, software development company or consulting business, ClientDeck helps eliminate repetitive administrative work so you can focus on delivering exceptional work and growing your business.
Kanera is a fast, modern work management platform that brings projects, tasks, teams and reporting into one clear workspace. Organise work with flexible boards and structured views, track deadlines and blockers, manage notes, comments and attachments, and see what is assigned, overdue, waiting or completed across your team. Built for teams that want powerful project management without unnecessary complexity, Kanera includes automations, global search, Trello import, notifications, reporting, REST API and webhooks, plus MCP integration for working with your projects directly through AI tools such as ChatGPT and Claude. Kanera can be used as a hosted service or self-hosted with Docker, with its source available under the Elastic License 2.0.
ClientDeck.pro
KaneraClientDeck.pro's answer
ClientDeck is a true "client operating system", it replaces a stack of disconnected tools by bringing projects, client portals, proposals, invoices, payments, file sharing, time tracking, and AI client reports into one premium workspace. Unlike most alternatives, it works worldwide with native multi-currency and multiple payment gateways (Stripe, PayPal, Razorpay), charges zero transaction fees (you connect your own merchant account), and includes branded client portals and invoicing on every plan — starting free, with paid tiers from $9/mo and no per-user pricing.
Kanera's answer:
Kanera combines the speed and simplicity of a board-first work management tool with the visibility, reporting and integrations normally found in much larger project-management platforms. Teams can manage work through Kanban, Table, Calendar and Work Done views, while Global Work, My Cards, Team Cards and Portfolio provide one view across multiple projects. Kanera also includes notes, automations, custom fields, reporting, API access, webhooks and a native MCP server for AI agents. It can be used as a hosted service or self-hosted with full feature parity.
ClientDeck.pro's answer
Most client-management tools are expensive, US-centric, or charge per user. ClientDeck is flat and affordable (free plan, paid from $9/mo, no per-seat fees), works worldwide while HoneyBook is US/Canada-only, and supports native multi-currency. It puts branded client portals, e-signable proposals, and invoicing on the entry tier, adds white-label portals with a custom domain on Pro, charges zero transaction fees, and generates AI client reports — all in a clean, modern interface that's faster to set up than Dubsado.
Kanera's answer:
Kanera is designed for teams that want powerful project management without the complexity and fragmentation that can come with larger work-management suites. It keeps the familiar board-and-card workflow while adding cross-project visibility, structured reporting, automations, notes, client collaboration, API and webhook access, and native MCP support for AI tools. There is also a self-hosted option with no Kanera per-seat licence fee, giving organisations greater control over their infrastructure and data.
ClientDeck.pro's answer
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.
Kanera's answer:
Kanera is primarily built for ALL teams that manage multiple projects and need a clearer way to see work across them. It suits development, product, marketing, operations, support, project-delivery, sales and client-service teams, as well as organisations that need self-hosting or greater control over their infrastructure. It is particularly useful for teams that have outgrown basic Kanban boards but do not want the complexity of a heavyweight enterprise project-management platform.
ClientDeck.pro's answer
ClientDeck was born out of the frustration of running a client business across a dozen disconnected tools, one app for proposals, another for invoices, a third for files, and endless email threads for updates. We set out to build a single, premium client operating system where freelancers and agencies could manage the entire client relationship like proposal, project, portal, invoice, and payment in one place, without enterprise complexity or per-user pricing.
Kanera's answer:
Kanera was built from a desire for a work-management system that stayed fast and straightforward while still giving teams the visibility and functionality they need as their projects grow. The goal was to keep the simplicity of working with boards and cards, but remove the need to jump between separate projects just to understand what is assigned, overdue, blocked or completed across a team. That grew into a broader project and work-management platform with connected workspaces, cross-project reporting, automations, notes, integrations, API access and AI connectivity through MCP. Kanera is developed and operated by Happen Software Limited in Ireland and is also source-available so organisations can inspect the code and self-host the complete product when required.
ClientDeck.pro's answer
A modern web app built with React (Vite) and Tailwind CSS, backed by Supabase (PostgreSQL, authentication, storage, and serverless functions), and deployed on Vercel. Payments run through Stripe, PayPal, and Razorpay, with integrations for Slack, Google Calendar, Google Drive, QuickBooks, and Xero.
Kanera's answer:
Angular, Node.js, PostgreSQL, Socket.IO, Valkey, Docker and Docker Compose. Kanera’s self-hosted deployment includes the web application, API and real-time services, worker processes, PostgreSQL database, Valkey cache, public API, MCP server and nginx-based web tier.
Kanera's answer:
Kanera is still in its early commercial stage, and we do not currently publish customer names publicly.
HoneyBook - Business management reinvented.
Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.
Dubsado - Dubsado is flexible — it gives you 5 (now 6!) ways to add new leads. Best of all, 5 ways are automated.
Jira - The #1 software development tool used by agile teams. Jira Software is built for every member of your software team to plan, track, and release great software.
Bonsai - One platform to streamline your agency business. Consolidate your projects, clients and finances into one integrated and easy-to-use platform.
ClickUp - ClickUp's #1 rated productivity software is making more productive projects with a beautifully designed and intuitive platform.