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features
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support

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

Look at your current and future tasks from all angles, including lists, timelines, and whiteboards. Analytics can provide data on task progress and workload. Sketchnote allows you to bring all of your work together in one place. Sketchnote allows you to embed Google Docs, YouTube Videos and other external links so that you can work on them from within the file. Each member of your team can choose at any time the view that is most relevant to them. When you track your monthly tasks using the calendar view, a teammate can see their tasks in the time line view and make the best of it. Get detailed, real time reporting analytics to eliminate bottlenecks from your workflow. Sketchnote's timer and estimation feature will help you stay on top of your time tracking.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

2Checkout
ActiveCampaign
AgencyAnalytics
Amazon Web Services (AWS)
Google Calendar
Google Docs
Google Drive
Google Tag Manager
Instagram Ads
Intercom
LinkedIn Ads
Looker
Mailchimp
NOWPayments
PayPal Checkout
Paystack
Razorpay
Stripe
YouTube
Zapier

Integrations

2Checkout
ActiveCampaign
AgencyAnalytics
Amazon Web Services (AWS)
Google Calendar
Google Docs
Google Drive
Google Tag Manager
Instagram Ads
Intercom
LinkedIn Ads
Looker
Mailchimp
NOWPayments
PayPal Checkout
Paystack
Razorpay
Stripe
YouTube
Zapier

Pricing Details

$49/month
Free Trial
Free Version

Pricing Details

$50/month
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

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

Vendor Details

Company Name

Sketchnote

Country

India

Website

sketchnote.co

Product Features

Advertising Agency

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

Product Features

Advertising Agency

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

Social Media Marketing

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

Alternatives

Alternatives