ClientFlow

ClientFlow

ReportGarden
Podio

Podio

Progress Software
+
+

Related Products

  • Proton Mail
    108,634 Ratings
    Visit Website
  • BrandMail
    331 Ratings
    Visit Website
  • Zoho Projects
    1,901 Ratings
    Visit Website
  • Connecteam
    10,756 Ratings
    Visit Website
  • Planfix
    58 Ratings
    Visit Website
  • Project Insight
    122 Ratings
    Visit Website
  • ClickUp
    19,572 Ratings
    Visit Website
  • CloudFiler
    24 Ratings
    Visit Website
  • Letsignit
    274 Ratings
    Visit Website
  • DeskTime
    954 Ratings
    Visit Website

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

Build powerful low-code business solutions to customize work and communication. Podio transforms your project data into one tool to align all content, conversations, and process into one collaboration point. Clearly defined roles and a custom tool fitted to how your team works best will help improve delivery time, effectiveness and relationships. Granular admin capabilities let you control who has access to your Podio workspaces and the ability to quickly make adjustments. Bring your clients, freelancers and other external parties into Podio for free and eliminate lengthy email threads and time-consuming file sharing. Tailoring your processes to accommodate every step and stage that’s unique to your team ensures efficiency and effectiveness, in one place.

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

Companies of all sizes that want to build powerful low-code business solutions to customize work and communication

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

$9.00 per user per month
Free Version Supported
Free Trial Not 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 4.8 / 5
ease 4.8 / 5
features 4.2 / 5
design 4.5 / 5
support 4.2 / 5

Pros & Cons from Real Users

Pros

  • Podio has been the number one tool for managing our projects, it has a comfortable interface that is perfectly suited to our work team to monitor the progress made in each of our projects. Collaborative tools allow us to fulfill all the work clearly and responsibly, creating tasks and subtasks that allow us to be more specific with what we require. The calendar system allows us to plan ourselves at a work level in a broad way, planning the days that each event occurs and keeping an order for the fulfillment of all tasks. Likewise, an advantage of a platform will always be mobile access since it allows us to interact within the platform from our mobile phone from wherever we need it. Real-time chat creates an efficient line of communication, creating a collaborative and self-management space that allows us to stay active and in constant daily exchange. It provides ample storage space that we always count on to keep our important work documents to keep up with our ongoing workflow. The creation of the reports has been part of our work development, with this we can obtain an analytical summary of the progress in our projects, see everything that has gone well and what has not, in a more dynamic way and with a processing of much more concise data.
  • The value you get from organizing information management across any business. No matter how small or big your business is, this software is valuable. Easy to learn and get the information you need about your business.
  • The task setting flexibility is awesome. Remote teams now work together with group efforts. Nice UX, work organizer, easy to assign tasks, progress reports and streamline projects.
  • Easy to setup & customize Highly customizable Great Apps Marketplace Drag & Drop App builder Podio API for custom integration Free version for upto five employees Multiple pricing tiers

Cons

  • The integrations are a bit limited; we work within a work system made up of different platforms that help us in various work procedures, many times we need to share our work reports and this limitation of integrations has not allowed us to expand this possibility. On the other hand, we have the perfect mobile application to give us access to the platform from wherever we are, however, its interface is a bit slow, and this is interfering with the flow of our work. In the same way, we have had to resort to customer support a couple of times and in none of these, I have been able to receive a quick response, I have had to solve it on my own to be able to continue with my work, the waiting time for a solution provided by customer support in my opinion can be too much for a company that cannot stop its work.
  • When IT get's too excited data inputs and reviewing can get too cluttered. Don't let IT alone design your system, bring in designers to help make it productive for all employees at any level that needs access.
  • It needs more collaboration options. Overall it's good.
  • Many of the integrations are paid. Missed on many advanced management features like time tracking.

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

Progress Software
Founded: 1981
United States
www.podio.com

Alternatives

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden
AirSend

AirSend

CodeLathe Technologies
GlobiMail

GlobiMail

Globi Web Solutions

Categories

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

Categories

Collaboration Supported
Project Management Supported
Task Management Supported
Team Management Supported
Work Management 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

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

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

Collaboration Features

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

Project Management Features

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

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not 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 Not Supported
To-Do List View Not Supported

Team Management Features

Assignment Management Supported
Commenting / Notes Supported
Goal Setting / Tracking Not Supported
Messaging Supported
Productivity Analysis Not Supported
Progress Tracking Supported
Project Planning Supported
Resource Management Not Supported
Task Management Not Supported
Third Party Integration Supported
Time Tracking Not Supported

Integrations

APIANT Not Supported
Box Not Supported
Device Magic Not Supported
Egnyte Not Supported
Evernote Not Supported
GoTo Meeting Not Supported
HubSpot CRM Not Supported
Jotform Not Supported
Kissflow Not Supported
Magic Minutes Not Supported
PhoneBurner Not Supported
RealEstateAPI (REAPI) Not Supported
Runrun.it Not Supported
SalesBinder Not Supported
Slybroadcast Not Supported
Smart Apartment Data Not Supported
Teamwork.com Not Supported
TrackingTime Not Supported
Workato Not Supported
Zendesk Not Supported

Integrations

APIANT Supported
Box Supported
Device Magic Supported
Egnyte Supported
Evernote Supported
GoTo Meeting Supported
HubSpot CRM Supported
Jotform Supported
Kissflow Supported
Magic Minutes Supported
PhoneBurner Supported
RealEstateAPI (REAPI) Supported
Runrun.it Supported
SalesBinder Supported
Slybroadcast Supported
Smart Apartment Data Supported
Teamwork.com Supported
TrackingTime Supported
Workato Supported
Zendesk Supported
Claim ClientFlow and update features and information
Claim ClientFlow and update features and information
Claim Podio and update features and information
Claim Podio and update features and information