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.