Clearmargin brings together proposals, time tracking, expenses, and billing into one streamlined workspace for freelancers and small teams. By consolidating these core financial workflows, it eliminates the friction of juggling separate apps and scattered data, helping you quote work confidently, track billable hours, and get paid faster. The platform emphasizes clarity and automation, so you can focus on delivering great work while clients experience transparent, accurate invoicing.
Key features include:
- Proposals creation and management: Create polished proposals with templates, quote line items, and client-friendly visuals; track status, collect approvals, convert accepted quotes into contracts, and attach terms and timelines — all without leaving the platform.
- Time tracking and expense capture: Start timers or log hours, assign work to projects, automatically calculate billable time, attach receipts, and sync expenses to specific invoices, ensuring accurate billing.
- Billing, invoicing, and payments: Generate professional invoices from approved proposals or logged work, customize due dates, automate reminders, and receive payments directly via integrated gateways, speeding up cash flow.
- Unified client communications and reporting: Centralize chats, milestones, and documents in one place, with client-friendly dashboards and real-time financial reports that keep projects on track and invoices transparent.
Summarizes the product's primary, most impactful value proposition: Clearmargin unifies critical freelance financial workflows into a single, easy-to-use platform, helping you quote faster, bill accurately, and get paid promptly while maintaining strong client relationships.