Run your whole client business from one place.
Indivanta brings your CRM, proposals, invoices and follow-ups together — so you close deals faster, get paid sooner and stop drowning in admin.
14-day free trial · No credit card required
Trusted by 2,400+ growing businesses
The problem
Five tools, endless tabs, missed payments.
Spreadsheets for clients, a separate app for invoices, email for follow-ups. Details slip, cash flow suffers, and evenings disappear into admin.
The Indivanta way
One workspace that does the busywork for you.
Everything connected: a deal becomes a project, a project becomes an invoice, and reminders send themselves. You just do the work you're great at.
Everything you need. Nothing you don't.
Client CRM
Every contact, deal and conversation in one tidy timeline.
Invoicing & payments
Send branded invoices and get paid 2x faster online.
Automations
Follow-ups, reminders and onboarding run on autopilot.
Client portal
Proposals, files and approvals your clients actually love.
Live reporting
See revenue, pipeline and team workload at a glance.
Secure by default
Encryption, backups and granular permissions built in.
Up and running in an afternoon
Import your clients
Bring contacts and open deals from your spreadsheets or current tools.
Set your automations
Pick templates for follow-ups, reminders and onboarding.
Get paid faster
Send proposals and invoices clients can approve and pay online.
Loved by teams who hate admin
"We cut admin time in half within the first month. Invoices go out the same day now."
"The automations alone pay for it. No more chasing customers for payment."
"Our clients compliment the portal constantly. It makes a 6-person team look like 60."
Simple pricing that scales with you
Starter
For freelancers getting organized.
$15/mo
billed $180 yearly
Start Free Trial- Up to 50 clients
- Invoicing & payments
- Email follow-ups
- 1 user
Pro
For growing teams that want automation.
$39/mo
billed $468 yearly
Start Free Trial- Unlimited clients
- Workflow automations
- Client portal
- Up to 5 users
- Priority support
Business
For agencies running at scale.
$79/mo
billed $948 yearly
Start Free Trial- Everything in Pro
- Unlimited users
- Advanced reporting
- SSO & permissions
- Dedicated manager
Frequently asked questions
How long is the free trial?
14 days with full Pro features. No credit card required.
Can I import my existing clients?
Yes — import from CSV, Google Contacts, HubSpot or QuickBooks in a couple of clicks.
Do my clients need an account?
No. Clients get a secure branded portal link to view proposals, sign and pay.
Which payment methods are supported?
Cards, ACH bank transfers, Apple Pay and Google Pay through our secure processor.
Can I change plans later?
Anytime. Upgrades apply instantly; downgrades apply at the next billing cycle.
Is my data secure?
Data is encrypted in transit and at rest, with daily backups and role-based permissions.
Do you offer refunds?
Yes — a 30-day money-back guarantee on any paid plan, no questions asked.
Spend less time on admin. More on clients.
Start your 14-day free trial. No credit card required — cancel anytime.