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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.

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

$24.99 per month
Free Trial No 
Free Version No 

Pricing Details

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

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Datatune

Founded

1997

Country

United States

Website

www.cleardash.com

Vendor Details

Company Name

Clientivity

Founded

2024

Country

United States

Website

clientivity.io

Product Features

Professional Services Automation

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