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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month per user
Free Version
Free Trial

Pricing

$4/user/month
Free Version
Free Trial

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ReportGarden
Founded: 2013
United States
clientflow.com

Company Information

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

Alternatives

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden
AirSend

AirSend

CodeLathe Technologies

Categories

Categories

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

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

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

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

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Email Archiving Features

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

eDiscovery Features

Case Analytics
Compliance Management
Discussion Threads
Document Indexing
Document Tracking
Full Text Extraction
Keyword Search
Metadata Extraction
Topic Clustering

Integrations

Gmail
Azure Automation
Google Workspace
Microsoft 365
Microsoft Exchange
Microsoft Outlook

Integrations

Gmail
Azure Automation
Google Workspace
Microsoft 365
Microsoft Exchange
Microsoft Outlook
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