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ease
features
design
support

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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

OnePlaceMail effortlessly integrates Microsoft Outlook with SharePoint and Office 365, enhancing collaboration, boosting business productivity, and streamlining records management throughout the organization. Experience the capabilities of the OnePlace Solutions product suite firsthand and maximize your data's potential by utilizing the SharePoint platform. You can easily download and test the complete OnePlace Solutions product suite for both Windows Desktop and Microsoft 365 applications. Our team is ready to assist you, so feel free to reach out with any inquiries you may have. With compatibility across all supported devices, including macOS, Windows, OWA, Android, iOS iPhone, and iPad, OnePlaceMail allows you to connect Outlook with Microsoft 365 and SharePoint Online seamlessly. The OnePlaceMail App is designed to function on all platforms and devices compatible with Outlook, ensuring you remain productive whether you are using your phone, a web browser, or your preferred Outlook client on Windows or Mac. Intuitively designed, the OnePlaceMail App integrates smoothly with Microsoft Outlook, providing a user-friendly experience that enhances your workflow. Embrace the flexibility of accessing your documents and collaborating efficiently from anywhere.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azure Marketplace
Gmail
Google Workspace
Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Integrations

Azure Marketplace
Gmail
Google Workspace
Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Pricing Details

$19 per month per user
Free Trial
Free Version

Pricing Details

$4.00/month/user
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

ReportGarden

Founded

2013

Country

United States

Website

clientflow.com

Vendor Details

Company Name

Ideagen

Founded

1993

Country

United Kingdom

Website

www.oneplacesolutions.com/oneplacemail.html

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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