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Average Ratings 0 Ratings

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ease
features
design
support

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Description

ClientDeck operates as a comprehensive "client operating system," seamlessly integrating a variety of disconnected tools by unifying project management, client portals, proposals, invoicing, payments, file sharing, time tracking, and AI-generated client reports within a single premium workspace. In contrast to many other solutions, it offers global functionality with support for multiple currencies and various payment gateways like Stripe, PayPal, and Razorpay, while imposing no transaction fees since users can link their own merchant accounts. Additionally, every plan includes custom-branded client portals and invoicing features, beginning with a free option and progressing to paid tiers starting at just $9 per month, all without imposing fees based on the number of users. This innovative approach ensures that businesses can effectively manage their client interactions and finances in a streamlined manner.

Description

Zoho Billing is an all-in-one billing and revenue management platform for the entire quote-to-cash process, serving businesses from startups to large global enterprises. One platform, every billing model It natively supports one-time invoices, recurring billing, subscription management, usage monetization and project billing. A single invoice can combine a subscription plan, project hours, a setup fee, and tracked usage — no manual collation needed. Subscriptions and payments The full subscription lifecycle is automated: free trials, upgrades and downgrades with proration, mid-cycle changes, renewals, grandfathering, and cancellation workflows. Dunning sequences retry failed payments via fallback methods to recover at-risk revenue. Real-time dashboards surface MRR, ARR, churn, and customer lifetime value. Zoho Billing connects with Stripe, PayPal, Razorpay, and more, supports multiple currencies, and includes PCI DSS-compliant checkout and a self-service customer portal. Usage-based billing It provides support for metered, pay-as-you-go, tiered, volume, and prepaid credit models let businesses charge for modern consumption types — inputs, messages, actions, and outcomes. Automation, AI, and compliance CPQ turns approved quotes into invoices without re-entry. Workflow automation handles invoice generation, approvals, and event-triggered communications. AI surfaces anomalies, forecasts revenue, and summarizes reports, alongside Zia, a conversational billing agent. GST, VAT, US sales tax, e-invoicing, and localized templates support compliance for global teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
Slack Yes 
Authorize.Net No 
Avalara No 
Box No 
Drivetrain No 
Easyflow No 
Evoltsoft No 
Gmail No 
Google Calendar Yes 
Google Workspace No 
Microsoft OneDrive No 
Microsoft Outlook No 
Rayven No 
Stripe No 
Worldpay No 
Zapier No 
Zoho Directory No 
Zoho Finance Plus No 
Zoho RPA No 

Integrations

Google Drive Yes 
Slack Yes 
Authorize.Net Yes 
Avalara Yes 
Box Yes 
Drivetrain Yes 
Easyflow Yes 
Evoltsoft Yes 
Gmail Yes 
Google Calendar No 
Google Workspace Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Rayven Yes 
Stripe Yes 
Worldpay Yes 
Zapier Yes 
Zoho Directory Yes 
Zoho Finance Plus Yes 
Zoho RPA Yes 

Pricing Details

$9/month
Along with monthly packages, we also provide a yearly package, which includes 2 months free use of our services.
Free Trial Yes 
Free Version Yes 

Pricing Details

$25 per month
Standard - $25 per organization / per month (billed annually)
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ClientDeck

Founded

2026

Country

India

Website

clientdeck.pro/

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/billing/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing No 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management No 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

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