Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Google Drive
Yes
Slack
Yes
Authorize.Net
No
Avalara
No
Box
No
Drivetrain
No
Easyflow
No
Evoltsoft
No
Gmail
No
Google Calendar
Yes
Integrations
Google Drive
Yes
Slack
Yes
Authorize.Net
Yes
Avalara
Yes
Box
Yes
Drivetrain
Yes
Easyflow
Yes
Evoltsoft
Yes
Gmail
Yes
Google Calendar
No
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
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