CRM - Client Read

All-In-One Client Management Platform for Your Agency.

Simplify Your Agency's Workflow. Manage Clients and Teams Effortlessly.

Have All your Agency Operations In One Place

Create a your own branded client platform for communication, billing, and project management!

4.9
4.9/5
Rated 5 Stars

ClientRead is a 5 star rated application and tested by 100’s of users.

A
5/5
Customer Support

Get a 5 star customer experience, zero compromises. 

Manage Your Clients Projects

Give your customers access to a user-friendly dashboard, where they can track project progress, pay invoices, chat, and much more.

Send Professional Project Proposals

First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills requires, with our easy to use interface.

Invoice your customers and get paid

Flexible invoicing, allowing you to get paid for time worked, expenses incurred, custom products and recurring payments are also supported.

See Client Read in action

See how our simple and intuitive Agency tool will work for you!

Crm, Invoicing, Leads, Tasks, Time Tracking, Project Management

Everything Your Agency Needs, In One Easy to Use App

Time Tracking & Invoicing

Keep track of the time you spend on project tasks and bill your clients accordingly with our flexible invoicing system

Project Management and Team Work

Deliver your projects on time and collaborate with your team to get the job done. Assign tasks, share files, and chat with ease

Knowledgebase & Communication

Lower your customer support time by providing a self-service knowledgebase, and an easy-to-use commenting system

Complete Workflow Management

Automate your project, estimate workflows and ensure efficient project completion with task dependency management.

Client Relationship Management

Give your clients access to a user-friendly dashboard where they can track project progress, pay invoices, and communicate with the team

Send Proposals & Share Estimation

Impress your prospective clients with beautifully hand crafted project proposals and increase your conversions with cost estimates upfront

Track Leads & Opportunities

Nurture your leads into paying customers by keeping track of all of your business opportunities and managing them effectively with a powerful sales pipeline

Get Payments and Provide Support

Get paid effortlessly with quick payment processing, and improve customer satisfaction with a help desk to keep track and resolve all customer related queries

The complete productivity suite​

Redefining Productivity Features for Agencies

Manage projects & tasks.

Manage marketing, sales, operations, development tasks & projects in one easy-to-use platform. Share projects and tasks with clients so they can collaborate.

Save Yourself Time, Money & Sanity

We understand the true challenges faced by onboarding clients, sending invoices, communication, project management and more. This tool is built to simplify your agency not make it more complicated.

Pricing plan

Plans & features

40% Discount

Limited Time Deal

Get your site in a single price, compatible on all platforms.

$100

$60

Per month, Free setup

Build A Branded Client Portal For Your Agency

Pick Domain Name

Choose a domain name for your agency this will be your permanent address

Choose A Plan

Pick the pricing plan of your choice based on your needs and requirments

Portal Is Created

The agency website portal is created and ready to access for your email address

Book A Free Demo from us

Talk with our ClientRead expert for a personalized introduction to the platform and understand how it fits into your day to day appointments

Contact Support

Get Support

Need a hand using Clientread or managing your account? Chat with a real, live human.