ClientFlow

ClientFlow

ReportGarden
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+

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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

A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.

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 searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments

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

$19 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

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

Review this Software

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

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

Clientary
United States
www.clientary.com

Alternatives

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden
AirSend

AirSend

CodeLathe Technologies

Categories

Categories

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

Email Management Features

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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

Integrations

Gmail
Google Cloud Platform
Google Workspace
Integry
QuickBooks Online
Stripe
Zapier

Integrations

Gmail
Google Cloud Platform
Google Workspace
Integry
QuickBooks Online
Stripe
Zapier
Claim ClientFlow and update features and information
Claim ClientFlow and update features and information
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