ClientFlow

ClientFlow

ReportGarden
+
+

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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.

About

Shared Inbox for your Team Email, SMS & WhatsApp accounts. Sharing email account login among team members is not scalable. Helpwise is an easy to use shared inbox for your team email accounts like help@, sales@, jobs@ etc. As business grows, it becomes a struggle to manage customer, sales or internal emails (billing, hiring) across the company. And, then we make a blunder by sharing email logins among team members. We understand the chaos that it creates because we have been through the same pain during our previous gigs & businesses. So, this is exactly why we built Helpwise - the shared inbox that really works! We all love Gmail, Outlook & other awesome email clients. So, we have made sure that Helpwise feels as easy as these common email services. Basically, you won't miss them here. Every team member will get own separate login to access same email address. So, no more password sharing. Better security with higher productivity!

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Client service agencies and customer support teams

Audience

Teams that want a shared inbox solution for email, SMS, and WhatsApp

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month per user
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy way to manage multiple inboxes for a team in one dashboard. Can assign messages to each other as well.
  • Love how easy it is to add inboxes for an entire team to manage and collaborate within. Streamlines support.

Cons

  • There are not any cons that I can think of for now.
  • It's a little tricky to set up and UI/ux could be updated to simplify.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

ReportGarden
Founded: 2013
United States
clientflow.com

Company Information

Helpwise
Founded: 2019
United States
helpwise.io

Alternatives

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden
AirSend

AirSend

CodeLathe Technologies

Categories

Collaboration Supported
Email Management Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Categories

Email Clients Supported
Email Management Supported
Help Desk Supported

Email Management Features

Data Recovery Not Supported
Email Archiving Supported
Email Deletion Not Supported
Email Discovery Not Supported
Email Monitoring Supported
Email Recall Not Supported
Queue Manager Not Supported
Response Management Supported
Routing Not Supported
Shared Inboxes Supported
Signature Management Supported
Spam Blocker Not Supported
Whitelisting / Blacklisting Not Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Not Supported
Document Management Not Supported
Project Management Supported
Real Time Editing Supported
Task Management Not Supported
Version Control Not Supported
Video Conferencing Supported

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Not Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Not Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Not Supported
Time Tracking Supported
To-Do List View Not Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Not Supported
Billing & Invoicing Not Supported
Employee Database Not Supported
Expense Tracking Not Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Not Supported
Overtime Calculation Not Supported
Time per Project Reporting Not Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Email Management Features

Data Recovery Not Supported
Email Archiving Supported
Email Deletion Not Supported
Email Discovery Not Supported
Email Monitoring Supported
Email Recall Not Supported
Queue Manager Not Supported
Response Management Supported
Routing Supported
Shared Inboxes Supported
Signature Management Supported
Spam Blocker Supported
Whitelisting / Blacklisting Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Supported
Customizable Branding Supported
Document Storage Not Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Not Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Not Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Not Supported
Ticket Management Supported

Integrations

Gmail Supported
Copper Not Supported
Dialpad Connect Not Supported
Google Workspace Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
Integrately Not Supported
JustCall Not Supported
KonnectzIT Not Supported
Pabbly Connect Not Supported
Pipedrive Not Supported
Quickwork Not Supported
Salesflare Not Supported
Stackreaction Not Supported
Stripe Not Supported
Trello Not Supported
Zapier Not Supported
Zendesk Sell Not Supported
Zoho CRM Not Supported

Integrations

Gmail Supported
Copper Supported
Dialpad Connect Supported
Google Workspace Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Integrately Supported
JustCall Supported
KonnectzIT Supported
Pabbly Connect Supported
Pipedrive Supported
Quickwork Supported
Salesflare Supported
Stackreaction Supported
Stripe Supported
Trello Supported
Zapier Supported
Zendesk Sell Supported
Zoho CRM Supported
Claim ClientFlow and update features and information
Claim ClientFlow and update features and information
Claim Helpwise and update features and information
Claim Helpwise and update features and information