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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

Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.

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

Project Management platform for teams and agencies

Audience

Client Portal for Small Agencies and Freelancers

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

$12 per month
Free Version
Free Trial

Pricing

$9 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

Clientrol
Founded: 2016
Ireland
clientrol.com

Company Information

SuperOkay
United Kingdom
superokay.com

Alternatives

Alternatives

Intervals

Intervals

Pelago
Lancelot

Lancelot

MarketBranch
iTimePlus

iTimePlus

ORAPEX

Categories

Categories

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Integrations

Airtable
Canva
Dropbox
Figma
Google Drive
Trello

Integrations

Airtable
Canva
Dropbox
Figma
Google Drive
Trello
Claim Clientrol and update features and information
Claim Clientrol and update features and information
Claim SuperOkay and update features and information
Claim SuperOkay and update features and information