SimplifyClient
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SimplifyClient

Manage clients. Get paid faster. SimplifyClient helps agencies, freelancers, consultants, and service businesses run client work from one clean dashboard.

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    Pricing

    Simple pricing that grows with your service business.

    Try SimplifyClient free for 14 days. Set up your clients, send invoices, and see how much admin time you can save. Monthly billing is live; annual billing toggle is a placeholder for now.

    MonthlyAnnual coming soon

    Starter

    Best for freelancers and solo consultants.

    $9/month

    Start Starter Trial

    Limits

    10 clients
    20 invoices/month
    3 active projects
    1 user
    Basic support

    Included

    Client CRM basics
    Project basics
    Invoice creation
    PDF export
    Bank transfer details
    Manual payment tracking
    Basic dashboard
    Email invoice sending
    Basic payment reminders

    Not included

    Stripe Connect
    Online card payments
    AI Collections Manager
    Cash-flow forecasting
    Client portal
    Advanced reports
    Team members

    GrowthMost Popular

    Best for small agencies.

    $19/month

    Start Growth Trial

    Limits

    Unlimited clients
    Unlimited invoices
    25 active projects
    Up to 5 users
    Standard support

    Included

    Everything in Starter
    Stripe Connect
    Online card payments
    Bank transfer support
    Recurring invoices
    Client tags
    Client timeline
    Project tasks
    Kanban board
    Team assignments
    Basic time tracking
    Public invoice payment page
    Payment receipts
    Reports
    AI invoice draft generator
    AI reminder message generator

    Not included

    Full AI Collections Manager automation
    WhatsApp reminders
    Advanced cash-flow forecasting
    Full client portal
    Advanced permissions

    Pro

    Best for growing agencies that want automation and cash-flow control.

    $39/month

    Start Pro Trial

    Limits

    Unlimited clients
    Unlimited invoices
    Unlimited projects
    Up to 15 users
    Priority support

    Included

    Everything in Growth
    AI Collections Manager
    Overdue risk scoring
    Expected payment date prediction
    Automated reminder sequences
    Cash-flow forecasting
    MRR and recurring revenue insights
    Client portal
    File uploads
    Project approvals
    Advanced reports
    Client profitability
    Team performance reports
    Audit logs
    Advanced payment tracking
    Optional WhatsApp reminders

    Not included

    Advanced role editor
    Lead capture
    Proposals
    Contracts
    Full AI Assistant

    Business / Agency

    Best for larger agencies and teams that need full control.

    $79/month

    Start Business Trial

    Limits

    Unlimited clients
    Unlimited invoices
    Unlimited projects
    Unlimited users
    Priority support

    Included

    Everything in Pro
    Advanced role editor
    Custom permissions
    Multiple client portal contacts
    Lead capture forms
    Proposal generator
    Contract templates
    Full AI Assistant
    Revenue forecasting chat
    Client summaries
    Advanced activity tracking
    White-label invoice branding
    Custom onboarding support
    Priority feature requests

    Plan feature comparison

    Compare limits, payment options, AI features, reporting, portals, and support level across all plans.

    FeatureStarterGrowthProBusiness / Agency
    Clients10UnlimitedUnlimitedUnlimited
    Invoices20/monthUnlimitedUnlimitedUnlimited
    Projects3 active25 activeUnlimitedUnlimited
    Users1515Unlimited
    Client CRM Yes Yes Yes Yes
    Client tagsBasic Yes Yes Yes
    Client timeline No Yes Yes Yes
    Project tasksBasic Yes Yes Yes
    Kanban board No Yes Yes Yes
    Time tracking NoBasic Yes Yes
    Invoice PDF export Yes Yes Yes Yes
    Bank transfer details Yes Yes Yes Yes
    Stripe Connect No Yes Yes Yes
    Online card payments No Yes Yes Yes
    PayPal supportPlannedPlannedPlannedPlanned
    Recurring invoices No Yes Yes Yes
    Public invoice pageBasic Yes Yes Yes
    Payment remindersBasicAI draftsAutomatedAutomated
    AI invoice drafts No Yes Yes Yes
    AI reminder messages No Yes Yes Yes
    AI Collections Manager No No Yes Yes
    Automated reminder sequences No No Yes Yes
    WhatsApp reminders No NoOptionalOptional
    Cash-flow forecasting NoBasic reports YesAdvanced
    MRR reporting No No Yes Yes
    Client portal No No YesAdvanced
    File uploads No No Yes Yes
    Approvals No No Yes Yes
    Team performance reports No No Yes Yes
    Client profitability No No Yes Yes
    Audit logs No No Yes Yes
    Role editor No No No Yes
    Lead capture No No No Yes
    Proposals No No No Yes
    Contracts No No No Yes
    Full AI Assistant No NoLimited Yes
    Support levelBasicStandardPriorityPriority + onboarding

    14-day free trial. Try SimplifyClient before choosing the right paid plan. Cancel anytime.

    No MVP transaction fees. Stripe provider fees may still apply. PayPal support is planned for a future update.

    Upgrade anytime. Downgrades are blocked only when current usage exceeds the target plan.