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Description

Clientlex is a customizable software solution designed for agencies and digital service providers, consolidating various functions such as service sales, client onboarding, project management, communication, billing, and reporting into a single platform. This tool empowers agencies to establish their own branded storefronts, facilitate payment processing, execute intake and approval workflows, oversee client projects and document management, interact through a collaborative portal, keep track of billing and subscriptions, and assess business performance. Its primary aim is to eliminate the chaos of using multiple disjointed tools by providing an all-in-one client management system that enables agencies to efficiently market their services, deliver projects, and nurture client relationships, all while maintaining their unique brand identity. By streamlining these processes, Clientlex enhances operational efficiency and fosters stronger connections with clients.

Description

Achieve greater success no matter where you are: PROAD serves as your digital memory! Streamline all your business operations through one comprehensive solution, allowing you to focus more on your core activities. It's important to note that our agency software is not limited to agencies alone; various sectors and organizations face similar hurdles in acquisition, planning, and project oversight. With a growing number of consulting and IT firms utilizing our tools, we have developed a strong understanding of this domain as well. As companies grow larger, their structures, organization, and management inevitably become more intricate. Drawing from 30 years of experience and a client base exceeding 1,000, we have the insights needed to identify effective solutions tailored to diverse needs. The primary consideration is the size of your company. Simply select the package that suits you and customize the specifics as needed for your unique requirements. Additionally, our flexible approach ensures that we can adapt to future changes in your business landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Checkout Yes 
ActiveCampaign Yes 
AgencyAnalytics Yes 
Coinbase Commerce Yes 
Google Analytics Yes 
Google Drive Yes 
Google Tag Manager Yes 
Intercom Yes 
Looker Yes 
Mailchimp Yes 
Memtime No 
NOWPayments Yes 
PayPal Checkout Yes 
Paystack Yes 
Purchaser.ai Yes 
Razorpay Yes 
Stripe Yes 
WHMCS Yes 
Zapier Yes 

Integrations

2Checkout No 
ActiveCampaign No 
AgencyAnalytics No 
Coinbase Commerce No 
Google Analytics No 
Google Drive No 
Google Tag Manager No 
Intercom No 
Looker No 
Mailchimp No 
Memtime Yes 
NOWPayments No 
PayPal Checkout No 
Paystack No 
Purchaser.ai No 
Razorpay No 
Stripe No 
WHMCS No 
Zapier No 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

$25 per user per year
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

Vendor Details

Company Name

J+D Software

Founded

1989

Country

United Kingdom

Website

www.proadsoftware.com/en/

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material Yes 
Building Information Modeling Yes 
Client Management Yes 
Contact Management Yes 
Contract Management Yes 
Document Management Yes 
Drafting No 
Manufacturing Design Data No 
Presentation Tools Yes 
Project Management Yes 
Proposal Management Yes 
Quotes/Proposals Yes 
Visualization / Presentation No 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial No 
Contract Management Yes 
Contractors No 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
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 Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Alternatives

Alternatives