Now with AI proposal writer

Run your client business like a machine.

Contracts, invoices, onboarding, payments, subscriptions, and AI automation — all in one beautifully obsessive platform.

14-day free trial · No credit card required · Cancel anytime

MRR
$48,210
+12.4%
Active clients
284
+8
Pending invoices
$9,840
−3.1%
Revenue
Last 12 months
1M1Y

Trusted by 12,000+ operators

VERTEXNORTHWINDACME ◆LUMENPARALLELOBSIDIANSTRATAHALO·COVERTEXNORTHWINDACME ◆LUMENPARALLELOBSIDIANSTRATAHALO·CO
Platform

Everything your client business needs. Nothing it doesn't.

Ten tools collapsed into one elegant surface. Built for operators who care about craft.

Contracts & e-signatures

Drag-and-drop builder, legally binding signatures, audit trails.

Invoicing & subscriptions

Recurring billing, deposits, discounts, automated reminders.

Client portals

A premium branded space for every client. Files, status, payments.

Workflow automation

Visual flows: signed → invoice → onboard → review request.

AI proposal generator

Draft proposals, scopes and SOWs in seconds with your voice.

Team collaboration

Roles, mentions, internal notes, granular permissions.

File storage

Encrypted vaults per client. Versioning and link expiration.

Realtime analytics

MRR, churn, retention, automation performance — live.

AI Automation

Your business, on autopilot.

Connect any trigger to any action. Clientra's AI watches your operations and quietly does the boring work for you — 24/7.

Auto-invoiceSmart remindersAI proposalsPredictive churn
When
Contract signed
Then
Send invoice
When
Payment received
Then
Onboard client
When
Project completed
Then
Request review

Loved by operators who don't compromise.

"Clientra replaced six tools and saved me 14 hours a week. The automations alone are worth it."
Maya Chen
Founder, Studio North
"Our cash flow improved 38% in two months. Clients pay faster because the experience is just better."
Diego Romero
CEO, Parallel Agency
"Finally, software that feels like it was designed by someone who actually runs a business."
Priya Anand
Independent consultant
Pricing

Simple pricing. Serious leverage.

14-day free trial. No card required.

Free

Run your first 3 clients end-to-end.

$0/mo
Get started
  • 3 clients
  • Contracts & invoices
  • Manual payments
  • Email support
Most popular

Pro

Everything a serious freelancer needs.

$29/mo
Choose Pro
  • Unlimited clients
  • AI proposal drafting
  • Workflows & analytics
  • Custom domain & API

Business

For agencies and small teams.

$79/mo
Choose Business
  • Everything in Pro
  • Team seats (10)
  • Priority support (4h)
  • 10k AI credits / mo

Enterprise

For scaling operations.

Custom
Contact sales
  • SSO & SAML
  • Audit logs
  • Dedicated CSM
  • Custom integrations

Questions, answered.

Yes — 14 days, all features unlocked, no credit card required.

We offer free white-glove migration from HoneyBook, Dubsado, Bonsai and others on Business and Enterprise plans.

Clientra learns from your past projects to draft proposals, suggest workflows, and surface revenue opportunities — all reviewable before they run.

All payments are processed through PCI-DSS Level 1 providers. Funds settle directly to your account.

Yes — invite teammates with granular roles starting on the Business plan.

Run your client business like a machine.

Join 12,000+ operators who ship faster, get paid sooner, and look more premium with Clientra.