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Average Ratings 2 Ratings

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support

Description

ClientFlow is an integrated inbox and project management solution tailored specifically for client service teams. It enables the management of email interactions, tasks, and timesheets within a unified platform. By consolidating personal and team email exchanges along with client communications, ClientFlow ensures that every message is acknowledged and addressed. All client interactions are centralized, allowing for a streamlined approval process through customized branded requests and the automation of recurring discussions via personalized message templates. Users can easily connect their email accounts or set up auto-forwarding from any address, granting teammates visibility into all conversations without the hassle of toggling between various group email accounts. While ClientFlow resembles a conventional email client, it enhances functionality by incorporating features that significantly improve collaborative discussions. This makes it an indispensable tool for enhancing team efficiency and client satisfaction.

Description

Your Team Email, SMS and WhatsApp accounts can be shared in a shared Inbox. It is not possible to share an email account login between team members. Helpwise is an easy-to-use shared inbox that allows you to access your team's email accounts such as help@, sales@ and jobs@. It becomes difficult to manage internal and customer emails (billing, hiring, etc.) as the business grows. Then, we make a mistake by sharing email logins between team members. We have experienced the same pain in our previous businesses and gigs. Helpwise is the shared inbox that actually works! We all love Outlook, Gmail, and other great email clients. Helpwise is as simple as these email services. You won't be able to miss them. Each team member will have their own login to access the same email address. No more password sharing! Higher productivity and better security!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Copper No 
Dialpad Connect No 
Dialpad Support No 
Dropbox No 
Google Workspace Yes 
HubSpot CRM No 
HubSpot Marketing Hub No 
Integrately No 
JustCall No 
KonnectzIT No 
Pabbly Connect No 
Quickwork No 
Salesflare No 
Slack No 
Stripe No 
Trello No 
Zapier No 
Zendesk Sell No 
Zoho CRM No 

Integrations

Gmail Yes 
Copper Yes 
Dialpad Connect Yes 
Dialpad Support Yes 
Dropbox Yes 
Google Workspace No 
HubSpot CRM Yes 
HubSpot Marketing Hub Yes 
Integrately Yes 
JustCall Yes 
KonnectzIT Yes 
Pabbly Connect Yes 
Quickwork Yes 
Salesflare Yes 
Slack Yes 
Stripe Yes 
Trello Yes 
Zapier Yes 
Zendesk Sell Yes 
Zoho CRM Yes 

Pricing Details

$19 per month per user
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ReportGarden

Founded

2013

Country

United States

Website

clientflow.com

Vendor Details

Company Name

Helpwise

Founded

2019

Country

United States

Website

helpwise.io

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management No 
Document Management No 
Project Management Yes 
Real Time Editing Yes 
Task Management No 
Version Control No 
Video Conferencing Yes 

Email Management

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring Yes 
Email Recall No 
Queue Manager No 
Response Management Yes 
Routing No 
Shared Inboxes Yes 
Signature Management Yes 
Spam Blocker No 
Whitelisting / Blacklisting No 

Project Management

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

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks Yes 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking Yes 
To-Do List View No 

Time Tracking

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

Product Features

Email Management

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring Yes 
Email Recall No 
Queue Manager No 
Response Management Yes 
Routing Yes 
Shared Inboxes Yes 
Signature Management Yes 
Spam Blocker Yes 
Whitelisting / Blacklisting Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage No 
Email Integration Yes 
IT Asset Management No 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management No 
Ticket Management Yes 

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