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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

The AI-based platform sends you real-time smart signals to identify and stop your revenue leakage across the quote-to-cash process. xfactrs integrates with all your quote-to-cash systems and sends real-time signals on potential leakage areas. xfactrs gives you the widest coverage of assurance areas with proactive controls across the quote-to-cash lifecycle. In today’s competitive landscape, it’s critical to optimize every aspect of your operations, and yet, revenue leaks often go unnoticed, draining your resources and hindering growth. Our platform is specifically designed to tackle this challenge head-on, ensuring you never miss out on valuable revenue streams again. Connectivity is key, and our adaptors ensure your subscription systems and xfactrs platform work in perfect harmony. xfactrs will effortlessly synchronize critical information and ensures that every transaction, subscription, and invoice is seamlessly tracked for any leakage detection.

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

Businesses searching for a solution to detect and prevent revenue leakage

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

xfactrs
United States
xfactrs.com

Alternatives

PMEntire

PMEntire

PMEntire Solutions

Alternatives

Operative.One

Operative.One

Operative

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

Conga Billing
Netcracker
Oracle Cloud Infrastructure
Salesforce
Zuora

Integrations

Conga Billing
Netcracker
Oracle Cloud Infrastructure
Salesforce
Zuora
Claim Clientivity and update features and information
Claim Clientivity and update features and information
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