A client portal built for freelancers

Most client portal software is built for teams, and priced like it. CloveDesk is an online client portal for one person running their own work. Each client gets their own space with your quotes, invoices, documents and files in it. No bloat, no setup marathon.

One workspace per client

Every client gets a workspace. Inside, you run projects and keep everything for that client together. Your client opens a link and sees only their own stuff.

No login required for your clients

Clients open a secure link from your email. No account, no password. They view, download and sign. That is all they need to do, so nothing gets in the way of a yes.

What you can do in it

  • Send quotes and get them signed online
  • Send contracts and documents for e-signature, drawn or typed
  • Share files in folders
  • Create invoices, numbered and branded with your logo
  • Track project expenses in any currency
  • Move each project through your own stages (Pro)

Signed and traceable

Every signed document comes back as a PDF with a tamper-proof hash and an audit trail. You can show who signed what, and when.

Your branding, not ours

On paid plans your logo, colors and business details appear on what your client sees, and the "Powered by CloveDesk" mark is gone. It is a branded client portal, so you look like a pro from the first quote.

Simple pricing

Free: 30-day trial, no card needed - Prices exclude tax. Yearly is about two months free.

Free

$0/ Valid for 30 Days

  •    1 Workspace
  •    1 Project
  •    10 Quotes
  •    3 Invoices
  •    3 Documents
  •    100 MB Storage
  •    10 MB Max file size
  •    E-signature (Quotes, Invoices, Docs)
  •    Expense Management

Basic

$4.99/monthly

  •    5 Workspaces
  •    5 Projects Per Workspace
  •    100 Quotes
  •    100 Invoices
  •    50 Documents
  •    1 GB Storage Storage
  •    50 MB max file size
  •    E-signature (Quotes, Invoices, Docs)
  •    Expense Management
  •    Branding (Logo & Colors)
  • ✓ Custom expense categories
  • ✓ Activity log

Pro

⭐ most popular

$9.99/monthly

  •    100 Workspaces
  •    Unlimited Projects
  •    Unlimited Quotes
  •    Unlimited Invoices
  •    Unlimited Documents
  •    10 GB Storage
  •    500 MB max file size
  •    E-signature (Quotes, Invoices, Docs)
  •    Expense Management
  •    Branding (Logo & Colors)
  • ✓ Custom expense categories
  • ✓ Activity log
  • ✓ Project stage management
  • ✓ Auto Payment Followup