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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

With EzPSA there is one system for everything that you can access from any device, at any location. Packed with features for every task that you need, there are no third party applications required - everything is fully automated for you right out of the box. EzPSA gives you the all the tools you need to help you consistently deliver extraordinary service to your customers and a client relationship management system (CRM) that will strengthen connections with your customers. The CRM tools also help you reach out to new customers and really spur on your business growth. With EzPSA it’s easy to keep track of who is who in your business. Information about clients, suppliers, staff, leads and prospects are all readily visible to you, It connects businesses and individual contacts through their interrelationships, giving you a complete picture of your business.

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

Organizations looking for a business management solution

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

No information available.
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

EzPSA
Founded: 2009
New Zealand
www.ezpsa.com

Alternatives

PMEntire

PMEntire

PMEntire Solutions

Alternatives

UnitLook

UnitLook

UnitPick
Avaro One

Avaro One

Avaro Technologies Ltd.

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

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

No info available.

Integrations

No info available.
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