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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

The AI-driven platform provides you with immediate intelligent signals to detect and prevent revenue loss throughout the quote-to-cash journey. xfactrs seamlessly connects with all your quote-to-cash systems, delivering real-time alerts regarding potential areas of leakage. With comprehensive coverage of assurance areas, xfactrs implements proactive controls that span the entire quote-to-cash lifecycle. In the fiercely competitive market of today, it is essential to fine-tune every facet of your operations; however, unnoticed revenue leaks can drain your resources and impede growth. Our solution is meticulously crafted to confront this issue directly, guaranteeing that you capture all potential revenue opportunities. The importance of connectivity cannot be overstated, and our adaptors ensure that your subscription systems align flawlessly with the xfactrs platform. By effortlessly synchronizing vital information, xfactrs guarantees that each transaction, subscription, and invoice is meticulously monitored for any signs of leakage, ultimately enhancing your financial health and operational efficiency. Consequently, you can focus on scaling your business while we take care of safeguarding your revenue streams.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Conga Billing
Netcracker
Oracle Cloud Infrastructure
Salesforce
Zuora

Integrations

Conga Billing
Netcracker
Oracle Cloud Infrastructure
Salesforce
Zuora

Pricing Details

$19/month
Free Trial
Free Version

Pricing Details

No price information available.
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

Clientivity

Founded

2024

Country

United States

Website

clientivity.io

Vendor Details

Company Name

xfactrs

Country

United States

Website

xfactrs.com

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

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Alternatives

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