ClientFlow

ClientFlow

ReportGarden
MailMeter

MailMeter

Waterford Technologies
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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

MailMeter is a cloud or on-premise based email management and compliance platform where you can find every single email in your organization, conduct eDiscovery, freedom of information, and DSAR’s searches on past email activity, email messages and attachments, directly from your desktop anywhere. The email archiving solution gives you the ability to narrow the scope of your search across email using clearly defined criteria. It offers group searching, tagging, export capabilities and much more. Email data management and compliance start with visibility – Waterford Technologies gives our clients the visibility they need for effective monitoring, eDiscovery, auditing, and reporting across a variety of data regulation standards. MailMeter empowers you to easily reduce email risk, detect and respond in real-time to threats, and prove regulatory compliance.

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

Audience

Client service agencies and customer support teams

Audience

Organizations that need to perform frequent in-depth searching and analysis for compliance, public records and eDiscovery on past email activity, email messages and attachments

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

$4/user/month
SaaS pricing available for cloud version and SaaS and perpetual pricing available for on-premise version.
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

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Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Has been invaluable for stubbing on-premise mailboxes, retrieving emails from staff who have left the organisation and as a public sector body it greatly assists us to deal with FOI requests in a timely fashion.
  • I like that there is a consolidation of features into a single pane so that I can easily access all features.
  • Invaluable for retrieving emails from staff who have left the organisation, and who's exchange accounts have been deleted. We are a public sector body, so greatly simplifies FOI requests. Individual Search functionality means less support calls to the IT helpdesk as users can search their own repositories without assistance Very powerful Boolean searches

Cons

  • Storage space for the archives was a problem for us when we had the system on-premise but that has been resolved now with the migration to the Cloud.
  • Some residual issues on updating search query indices.
  • On Prem solution needs Microsoft SQL licencing - resolved by moving to a cloud hosted environment

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ReportGarden
Founded: 2013
United States
clientflow.com

Company Information

Waterford Technologies
Founded: 2000
United States, Ireland, United Kingdom
waterfordtechnologies.com

Alternatives

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Categories

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

Categories

Compliance Supported
eDiscovery Supported
Email Archiving Supported
Email Management 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 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 Not Supported
Spam Blocker Not Supported
Whitelisting / Blacklisting Not Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Supported
HIPAA Compliance Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Not Supported

Email Archiving Features

Access Control Supported
Backup Management Supported
Compliance Management Supported
Data Deduplication Supported
Data Export Supported
eDiscovery Supported
Encryption Supported
Retention Management Supported
Storage Management Supported
Threat Protection Supported

eDiscovery Features

Case Analytics Not Supported
Compliance Management Supported
Discussion Threads Supported
Document Indexing Supported
Document Tracking Not Supported
Full Text Extraction Supported
Keyword Search Supported
Metadata Extraction Supported
Topic Clustering Supported

Integrations

Gmail Supported
Azure Automation Not Supported
Google Workspace Supported
Microsoft 365 Not Supported
Microsoft Exchange Not Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Azure Automation Supported
Google Workspace Not Supported
Microsoft 365 Supported
Microsoft Exchange Supported
Microsoft Outlook Supported
Claim ClientFlow and update features and information
Claim ClientFlow and update features and information
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