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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

When searching for project management software tailored for your architecture or engineering firm, the last concern you should face is its capability to meet your specific requirements. Base Builders offers user-friendly software uniquely crafted to assist small to mid-sized firms in tracking time, managing projects, monitoring expenses, and much more. We take care of invoicing, allowing you to concentrate on expanding your firm and creating beautiful designs. At Base Builders, we recognize the complexities involved in managing the operational side of your business, as we are former designers who have owned firms ourselves. Our experience equips us to understand that the success of your business, your team, and your clients relies on an efficient and well-organized project management solution. You simply cannot afford to waste precious time on one-size-fits-all software that complicates your work. Instead, choose a system designed with your industry challenges in mind, ensuring streamlined operations and enhanced productivity.

Description

Clientivity is a powerful business management platform built specifically for service-based businesses, providing an all-in-one solution for project management, billing, time tracking, and communication. It centralizes client activity and automates back-office functions like invoice generation, contract management, and payment processing, significantly reducing manual workflows and increasing operational efficiency. The platform also features a client self-service portal, allowing customers to track project status, approve quotes, and make payments directly, improving the overall customer experience. With built-in tools for managing tasks, proposals, contracts, and scheduling, Clientivity helps businesses stay organized while delivering professional services efficiently and effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$35.00/month/user
Free Trial No 
Free Version No 

Pricing Details

$19/month
Per month (Billed Yearly)
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Base Builders

Founded

2002

Country

United States

Website

www.basebuilders.com

Vendor Details

Company Name

Clientivity

Founded

2024

Country

United States

Website

clientivity.io

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material Yes 
Building Information Modeling Yes 
Client Management No 
Contact Management Yes 
Contract Management No 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools Yes 
Project Management No 
Proposal Management No 
Quotes/Proposals Yes 
Visualization / Presentation No 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools No 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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