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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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

Reduce email volume by up 95% and have one source of truth for all communications, data, and documentation via shared team inboxes. SEDNA provides team members with full transparency of all correspondence, attachments and actions within a project or message thread. It also allows for quick composition and sharing, which makes communication easier and facilitates collaboration. Each email in a team's inbox has an activity panel that allows for internal conversations, contextual data, time-stamped activity, and other information. This allows team members to work with one message instead of multiple messages that bloat their inboxes. The Activity Panel allows you to see information about the message, including job references, category tags and people involved. It also shows who viewed the message and who responded. Collaboration is easy thanks to the ability of tagging others and adding comments for real-time discussions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Abacum No 
Causal No 
Gmail Yes 
Google Drive No 
Google Workspace Yes 
Microsoft SharePoint No 
Motileo No 
SAP Transportation Management No 
Salesforce No 
Shipamax No 

Integrations

Abacum Yes 
Causal Yes 
Gmail No 
Google Drive Yes 
Google Workspace No 
Microsoft SharePoint Yes 
Motileo Yes 
SAP Transportation Management Yes 
Salesforce Yes 
Shipamax Yes 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
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 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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ReportGarden

Founded

2013

Country

United States

Website

clientflow.com

Vendor Details

Company Name

SEDNA Systems

Founded

2017

Country

Canada

Website

sedna.com

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

Collaboration

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

Email Management

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

Internal Communications

App Integration No 
Blogs No 
Chat/Messaging No 
Email Management Yes 
Employee Directory No 
Event Calendar No 
Newsletter Management No 
Photo Gallery No 
Social Sharing No 
Survey Management No 
Telephony No 
Video Chat No 
Voice Chat No 

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing Yes 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature No 
Employee Monitoring Yes 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access Yes 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Team Communication

Activity / News Feed No 
Audio Calls No 
Calendar Management No 
Chat / Messaging No 
Discussion Threads No 
File Sharing No 
Mobile Access No 
Push Notifications No 
Search No 
Surveys & Feedback No 
Task Management No 
Video Conferencing No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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