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About

A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.

About

Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.

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

Freelancers, Independent professionals, Agencies, and Service-based businesses looking for an integrated platform to automate workflows, improve client communication, and streamline billing and project management

Audience

Accounting and professional services firms interested in a solution to automate proposals, billing 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/month
Free Version
Free Trial

Pricing

$8.51 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

Clientivity
Founded: 2024
United States
clientivity.io

Company Information

Cone
Founded: 2022
United States
www.getcone.io

Alternatives

PMEntire

PMEntire

PMEntire Solutions

Alternatives

Avaro One

Avaro One

Avaro Technologies Ltd.
Workspace

Workspace

TapChief
Socket

Socket

Socket Digital Limited

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Axis LMS
Xero
Zoho Books

Integrations

Axis LMS
Xero
Zoho Books
Claim Clientivity and update features and information
Claim Clientivity and update features and information
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Claim Cone and update features and information