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features
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support

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Description

Chase Software stands out as a leader in advertising management, offering a unique range of agency management solutions that equip agencies worldwide with advanced tools and industry best practices. From small startups to large enterprises, organizations rely on Chase to effectively oversee projects, track time, manage media purchases, issue bills, collect payments, and enhance their overall profitability. Teams can collaborate efficiently from remote locations using Chase's innovative tools, which ensure real-time management of jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs with minimal input required and maximum efficiency achieved. The largest agencies globally trust Chase to handle their comprehensive operations seamlessly. Corporate departments benefit immensely from Chase’s capabilities, ensuring they optimize their advertising expenditures. In addition, numerous smaller agencies are on the rise, leveraging Chase’s essential features to establish themselves as prominent players in the industry. Through its exceptional software and dedicated support services, Chase Software not only provides cutting-edge tools but also shares invaluable expertise, empowering agencies to thrive in a competitive landscape. This commitment to excellence makes Chase a vital partner for organizations seeking growth and efficiency in their advertising efforts.

Description

Clientlex is a customizable software solution designed for agencies and digital service providers, consolidating various functions such as service sales, client onboarding, project management, communication, billing, and reporting into a single platform. This tool empowers agencies to establish their own branded storefronts, facilitate payment processing, execute intake and approval workflows, oversee client projects and document management, interact through a collaborative portal, keep track of billing and subscriptions, and assess business performance. Its primary aim is to eliminate the chaos of using multiple disjointed tools by providing an all-in-one client management system that enables agencies to efficiently market their services, deliver projects, and nurture client relationships, all while maintaining their unique brand identity. By streamlining these processes, Clientlex enhances operational efficiency and fosters stronger connections with clients.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

2Checkout No 
ActiveCampaign No 
AgencyAnalytics No 
Akoya Yes 
Cashflow.io Yes 
Coinbase Commerce No 
Google Analytics No 
Google Drive No 
Intercom No 
Learnsoft Yes 
Looker No 
Mailchimp No 
NOWPayments No 
PayPal Checkout No 
Portside Yes 
Stripe No 
Stuut Yes 
Uptix Yes 
WHMCS No 
onePOS Yes 

Integrations

2Checkout Yes 
ActiveCampaign Yes 
AgencyAnalytics Yes 
Akoya No 
Cashflow.io No 
Coinbase Commerce Yes 
Google Analytics Yes 
Google Drive Yes 
Intercom Yes 
Learnsoft No 
Looker Yes 
Mailchimp Yes 
NOWPayments Yes 
PayPal Checkout Yes 
Portside No 
Stripe Yes 
Stuut No 
Uptix No 
WHMCS Yes 
onePOS No 

Pricing Details

$17.50 per user, per month
Free Trial No 
Free Version No 

Pricing Details

$49/month
Free Trial Yes 
Free Version 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 

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 Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Chase Software

Founded

1999

Country

South Africa

Website

www.chasesoftware.biz

Vendor Details

Company Name

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies No 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking Yes 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Alternatives

Alternatives