Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ascend consolidates five essential workflows that agencies engage in weekly—forms, databases, pages, time tracking, and invoicing—into a single workspace. Rather than relying on multiple platforms like Notion, Tally, Calendly, Toggl, and FreshBooks, you can manage the entire client lifecycle within one unified system that maintains consistent data throughout.
When a client fills out an intake form, the information is directly entered into your database. Each entry is accessible as a comprehensive page containing notes, files, sub-tasks, and a built-in timer for tracking purposes. Hours logged seamlessly contribute to an invoice created from that same entry, eliminating the need for CSV exports or the hassle of copy-pasting between different applications.
This platform caters specifically to independent consultants and small agency studios that charge on an hourly basis or a retainer model. You can begin with a free tier, and then choose between the Solo plan at $19 per month or the Studio plan at $49 per month, both of which come with no additional fees for extra users. Additionally, there’s a 30-day free trial available for paid plans, requiring no credit card for sign-up, allowing you to explore its features risk-free.
Description
Clientence is a reporting tool designed for freelancers and agencies, aimed at assisting teams in reclaiming valuable hours each month by eliminating the tedious task of crafting client reports manually. By integrating with GitHub, the platform utilizes AI to articulate commit summaries in a manner that resonates with the client's perspective, ensuring a polished PDF report is delivered directly to their inbox at the end of each month without the need for additional effort. Rather than the traditional method of extracting information from GitHub, copying it into Notion, rephrasing technical jargon for client comprehension, formatting it in Google Docs, exporting the report as a PDF, and then emailing it, Clientence streamlines the entire reporting process into a single setup. The process is straightforward: users simply connect GitHub via a one-click OAuth, select the relevant repositories for inclusion in the report, choose a pre-made template from the gallery or create a custom design, and schedule the automatic delivery of the PDF on a specified date and time. Clientence functions as a report editor, allowing each component to link to real-time data, utilize an AI prompt, or remain as static text, offering flexibility and efficiency to reporting tasks. This innovative tool not only saves time but also enhances the overall client communication experience, making it a valuable asset for any development team.
API Access
Has API
API Access
Has API
Integrations
Notion
Claude
GitHub
Gmail
Google Docs
Microsoft SMTP Service
OAuth
Integrations
Notion
Claude
GitHub
Gmail
Google Docs
Microsoft SMTP Service
OAuth
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$15 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
Clientence
Country
United States
Website
clientence.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies