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About

Manage, sell and control client retainers and requests. Easily manage every client request. Client Portal with Username and Password. View how much time is remaining with their retainer. Purchase additional hours if required. Export projects as PDF. Send work requests with a custom form. Approval requests feature on or off. Add time to a request manually or using a timer. Make requests visible or invisible. Open requests without notifications. Ask for or no approval before closing restrict sending requests if they have no hours are available. Payments credited direct to your paypal or stripe 0% processing fee. Giving you total control: Quick client access dashboard, instantly view all client activity, see your online clients, managers availability.

About

ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Project Management platform for teams and agencies

Audience

Companies of all sizes that need a software solution to keep track of quotation and ordering

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported

Pricing

$25 per user per month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Clientrol
Founded: 2016
Ireland
clientrol.com

Company Information

ProcessMate
Founded: 2013
United Kingdom
processmate.net

Alternatives

Intervals

Intervals

Pelago

Alternatives

TrackerPal

TrackerPal

Girnar NewTel Solutions

Categories

Project Management Supported

Categories

Quoting Supported

Integrations

No info available.

Integrations

No info available.
Claim Clientrol and update features and information
Claim Clientrol and update features and information
Claim ProcessMate and update features and information
Claim ProcessMate and update features and information