ClientFlowReportGarden
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Related Products
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About
Shared Inbox and Project management software for Client service teams. Manage your team’s email conversations, tasks and timesheets on a single platform. ClientFlow gets your personal email conversations, your team's group email conversations and client communication on a single shared platform where every mail is owned up and is responded to. Have all your conversations with clients in one place, Standardize Approval process with Custom branded Approval requests and automate repeated conversations with customized message templates. Connect your Email accounts or Set up auto-forwarding from any email address and share with Teammates so they have visibility into all Emails Conversations on one shared inbox software without having to switch between different group mail accounts. ClientFlow works a lot like your email client but builds on top of it to include useful features that facilitate group conversations much better.
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About
Manage, and automate your tasks, projects, files, customer communications, and team communications all on one platform. Automatically add tasks to the appropriate users when a sales inquiries come to a specified email address. Automatically add email attachments sent or received to cloud storage. Create tasks when an email is received from a certain user. Automatically change prospective client's statuses from cold to hot when an email is received. Automatically change prospective clients' statuses from hot to cold and add a task to send a follow-up email. Automatically add tasks to the next appropriate sales team member if the first sales team member is unavailable. Turn an email into a task with just one click. Turn any email into a discussion thread and share it with your team in one click. Files shared over real-time chat are automatically added to your cloud file storage system within DynaDo.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Client service agencies and customer support teams
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Audience
Companies searching for a solution to assess and automate their task management operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month per user
Free Version
Free Trial
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Pricing
$19 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationReportGarden
Founded: 2013
United States
clientflow.com
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Company InformationDynaDo
United States
www.dynado.com/en/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Task Management Features
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Email Management Features
Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting
Time Tracking Features
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
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Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Task Management Features
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
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Integrations
Gmail
Google Workspace
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