Run your agency from one operating system
ClientFlo is an agency management system for modern agencies: one place to manage client work, projects, billing, reporting, and approvals without stitching together a brittle stack.
Live module
Client communication
Live module
Delivery pipeline
Live module
Revenue visibility
What is ClientFlo?
ClientFlo is an agency management system and agency operations platform for freelancers, studios, and agencies. It replaces the typical stack of separate tools: project management, invoicing, contracts, time tracking, and client portals. One shared workspace where delivery, billing, and client communication live together.
What teams use ClientFlo for
- Run projects and tasks with milestones, boards, budgets, and client approvals.
- Send invoices and contracts with e-signatures, and track expenses and cash flow.
- Track time per project and report per client and team member.
- Manage leads and deals, and convert deals to projects in one step.
- Give every client a portal with role-based access to what you choose to share.
Built for agency operations
Hosted software with the controls, visibility, and speed growing teams need every day.
Projects & delivery
Milestones, tasks, kanban boards, budgets, and client approvals in one pipeline.
Invoices & billing
Draft, send, and track invoices with line items and payment status per client.
Contracts & e-signatures
Proposals and contracts with built-in e-signatures, attached to the project they start.
Docs & Google Drive
Link Google Docs and Sheets to clients, teams, and projects with per-person visibility.
Services catalog
Define the services you offer and reuse them across projects and contracts.
Finance & analytics
Cash flow, category breakdowns, close rates, and billing trends from live data.
Meetings & team chat
Built-in messaging, meetings, and team roles keep client work coordinated in one place.
Client portal
Role-gated workspace: projects, invoices, contracts, documents, and approvals.
Agency permissions
Owner, admin, member, viewer, and client roles keep access aligned with responsibilities.
Audit trail
Every meaningful change is logged so managers can review activity with confidence.
Brand control
Custom branding on the client portal, theme accents, and dark mode.
Live updates
Realtime collaboration keeps the team aligned without manual refreshes.
Simple plans for all agencies
Start with a 14-day free trial, then choose monthly or annual billing when you're ready.
Starter
Built for solo owners running client work day to day
Billed monthly
- Core platform for solo operations
- Email support
Plan limits
- Projects10 projects
- Team members1 team member
- Clients15 clients
- Storage5 GB
Pro
For growing agencies with teams
Billed monthly
- Custom branded client portal
- Advanced analytics
- Services & custom service offerings
- Priority support
Plan limits
- ProjectsUnlimited
- Team members5 team members
- ClientsUnlimited
- Storage25 GB
Agency
For agencies that need it all
Billed monthly
- White label client portal
- Dedicated support
- Custom contract templates
- Early access to new features
Plan limits
- ProjectsUnlimited
- Team membersUnlimited
- ClientsUnlimited
- StorageUnlimited
Every plan includes the full platform
Projects·Client portal·Invoices·Contracts & e-signatures·Time tracking·Finance·Docs (Google Docs/Sheets)·Messages·Meetings·Leads & deals·Analytics·Services
Prefer to look around first? Use the live demo before you start your trial.
Why agencies choose ClientFlo over generic CRM stacks
If you need delivery, billing, and a client portal in one place, ClientFlo gets you there faster.
| Compare | ClientFlo | Twenty | SuiteCRM |
|---|---|---|---|
| Pricing model | Flat monthly or annual SaaS plans | Cloud or self-hosted CRM | Self-hosted CRM with partner hosting |
| Client portal | Built in | Not built in | Usually needs customization |
| E-signatures | Built into contracts and proposals | Requires external tools | Requires integration |
| Time tracking | Built in | Requires plugin or extra tool | Requires add-on |
| Setup time | Same day: start trial and go | Hours to days depending on setup path | Days to configure and tailor |
Shipped safeguards, not hand-wavy promises
These are the controls already live in the product today so agencies can trust the workflow.
Polar-hosted billing
Checkout and subscription management run through a hosted billing flow so your team never touches card data.
Role-based workspace access
Owner, admin, member, viewer, and client roles keep delivery, finance, and client views properly separated.
Audited server-side checks
Server-side checks protect sensitive routes, document access, and billing actions across the workspace.
Rules, logs, and rate limits
Audit logging, idempotent webhooks, and rate limits help the platform stay predictable at scale.
Frequently asked
Everything about plans, onboarding, and whether ClientFlo fits an agency workflow.
Who is ClientFlo built for?
How does the free trial work?
What happens when the trial ends?
Do I need to install or host anything?
Does ClientFlo have a client portal?
See how a real agency operating system should feel.
Start a 14-day trial or open the demo to see how ClientFlo handles delivery, billing, reporting, and client communication in one place.
Use the demo for a fast tour. Start a trial when you want to run real client work.