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Everything you need to manage clients, projects & tasks — in one place.

Built for freelancers, agencies and service teams who want clarity and control.

01.

Task Management

Create, assign, repeat, and prioritize tasks effortlessly. Structure your work with clarity, connect tasks to clients or projects, and never miss a deadline again.

task management
02.

Client & Team CRM

Keep every conversation and contact organized in one place. Assign owners, track status, add notes, and collaborate seamlessly with teammates or clients.

crm
03.

Calendar & Planning

Visualize your entire week with a drag-and-drop calendar. See what’s ahead, adjust in real time, and plan your workload with precision.

calendar
04.

Pipeline & Reporting

Track every opportunity from lead to close. Customize your sales pipeline and monitor performance with smart KPIs and progress widgets.

pipeline
05.

Notes System

Stop using sticky notes and scattered docs. Capture ideas instantly, search them later, and keep private or linked notes across your workspace.

notes
06.

File Management

Attach documents directly to clients, tasks or projects. Centralize everything that matters and share files securely across your team.

notes

Other Features Our Users Love .

Proposals

Send professional-looking proposals in seconds and share them with a private link. Your clients can view, comment, or accept — no email attachments needed.

Notification

Get notified the moment your proposal is opened — by SMS. Reach out at the perfect time while you're top of mind, and boost your conversion rate instantly.

Contracts

Upload and store contracts directly in the client profile. Link them to proposals or projects, and find every important doc right where it belongs.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

Forms

Share via direct link or by embedding them on your website, no coding necessary.

Payments

Collect them instantly right from your contract, while increasing your close rate by 36%.

Frequently asked questions:

  • Is StartBoard.io really free to try?

    Yes. You can create an account and start using the essential features without entering any payment details. No credit card required.

  • Who is StartBoard.io made for?

    Freelancers, agencies, and service teams who need one place to manage their clients, projects, and daily operations — without jumping between 5 tools.

  • Can I use it alone, or do I need a team?

    Both. StartBoard.io is perfect for solo users, but also scales with your team. You can invite collaborators, assign roles, and manage multiple workspaces.

  • Is my data secure?

    Absolutely. We use secure encrypted storage and best practices to protect your data. Your information stays private and is never shared.

  • Can I manage multiple clients and projects?

    Yes — that's the core of StartBoard.io. Each client can be linked to their projects, tasks, notes, files, and sales pipeline in one clean interface.

  • Do I need to know about how to code?

    Do you offer support? Yes. Pro and Business users receive priority support and early access to new features.

Trusted by well-known brands.
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Ready to simplify your workflow?

StartBoard.io brings clarity to your clients, projects, and tasks — all in one place.

Try it now — no credit card needed

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