ClientFlow

ClientFlow

ReportGarden
Podio

Podio

Progress Software
+
+

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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

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
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

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

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

$9.00 per user per 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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

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

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

Team Management Features

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Integrations

APIANT
BoomTown
BugHerd
Carrot
ClicData
Dataddo
DoorLoop
Enzy
Google Drive
Mad Mimi
Magic Minutes
Pabbly Connect
PropertyRadar
Quantive
REIPro
Smarter Contact
SourceWhale
TMetric
Weemss
Workers by Delos

Integrations

APIANT
BoomTown
BugHerd
Carrot
ClicData
Dataddo
DoorLoop
Enzy
Google Drive
Mad Mimi
Magic Minutes
Pabbly Connect
PropertyRadar
Quantive
REIPro
Smarter Contact
SourceWhale
TMetric
Weemss
Workers by Delos
Claim ClientFlow and update features and information
Claim ClientFlow and update features and information
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Claim Podio and update features and information