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Description
Chaseless by BulkBrains is a lightweight document collection and client follow-up platform built for teams that repeatedly request paperwork, details, or responses from clients. The platform gives staff one place to track each client, the items requested, due dates, statuses, ownership, and reminder activity. Instead of relying on email threads, spreadsheets, and memory, Chaseless keeps outstanding requests organized and visible. Teams can create a client, list the documents or information needed, assign deadlines, and choose how often reminder emails should be sent. Automated reminders reduce the need to manually write the same follow-up messages over and over. Staff can move items from requested to submitted to approved so everyone understands what still needs attention. Chaseless also provides quick visibility into overdue items, missing responses, and upcoming deadlines. The workflow is designed for non-technical users and small teams that need structure without a bloated enterprise system. Chaseless helps teams spend less time chasing documents and more time progressing client work.
Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
€19.99/month
Free Trial
Free Version
Pricing Details
$12 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
BulkBrains
Founded
2022
Country
Ireland
Website
bulkbrains.com
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Product Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
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