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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
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
Integrations
2Checkout
ActiveCampaign
AgencyAnalytics
Amazon Web Services (AWS)
Google Calendar
Google Docs
Google Drive
Google Tag Manager
Instagram Ads
Intercom
Integrations
2Checkout
ActiveCampaign
AgencyAnalytics
Amazon Web Services (AWS)
Google Calendar
Google Docs
Google Drive
Google Tag Manager
Instagram Ads
Intercom
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