TryApprove
TryApprove: A focused web workspace for client onboarding, reviews, approvals, and billing. Ranked #25 of 27 in Client Management software by our editors (6.3/10); pricing: Free plan; best for small teams needing simple client approvals and onboarding.
At a glance
- Editor score6.3 / 10
- PricingFree plan
- Best forSmall teams needing simple client approvals and onboarding
- Free planYes
- Paid from$29/mo
- Client portalYes
- Facts checked24 Sep 2026
Where it wins
- Link-based portal lets clients review without creating an account.
- Combines onboarding documents, tasks, approvals, files, and invoicing.
- Visual comments, version history, and reminders support review workflows.
Where it doesn't
- Web-only access means there are no native mobile apps.
- Support is provided through email.
- Its focus on approvals may not suit broader client-management needs.
Our verdict on TryApprove
TryApprove is a cloud client-management platform for freelancers, agencies, and small teams that need a structured path from onboarding to approval and billing. Clients can open a portal from a link without signing up, while teams organize contracts, intake questionnaires, welcome documents, projects, tasks, files, comments, statuses, and invoices in one web workspace. Review tools cover one-click approvals, change requests, visual comments on images and videos, version history, shared links, and automatic email reminders.
The published plans make the entry point clear. Free costs $0 per month and includes client onboarding, a no-signup client portal, invoicing and billing, approvals and change requests, image/PDF/link sharing, and video review through shared links. Pro costs $29 per month and adds unlimited active projects, team chat, direct video uploads, custom branding, and a white-label portal alongside onboarding and invoicing. Lifetime costs $149 one time and includes Pro features, lifetime access, and future Pro updates. A free tier gives solo operators a way to start, while Pro is aimed at agencies and teams that need branding and collaboration features.
TryApprove’s standout strength is its approval workflow: visual feedback, file versions, change requests, and reminders keep client reviews tied to project work and billing. That focused flow suits creative services and other deliverable-based engagements. The trade-off is scope and access: the product is web-only, support is through email, and teams seeking a wider client-management system or native mobile apps may need another option. Choose TryApprove when approval and onboarding coordination are central; look elsewhere when mobile usage or broader operational coverage is essential.
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TryApprove pricing
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TryApprove fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $29/mo |
| Client portal | Yes |
| Client record limit | Not verified |
| Onboarding workflows | Yes |
| Client communication | Multi-channel |
| Document sharing | Yes |
| Mobile apps | None |
| Money-back guarantee | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | Free plan (source) |
| Website | tryapprove.com |
| Facts checked | 24 Sep 2026 |
Alternatives to TryApprove
- HoneyBookHoneyBook brings lead intake, project tracking, client documents and payments into one workspace.8.9
- DubsadoDubsado connects lead capture, client work, and billing, with automation on Premier.8.8
- 17hatsA full client lifecycle toolkit for solo service professionals, at a $60 monthly entry price.8.6
See all TryApprove alternatives →
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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