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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Checkout Yes 
ActiveCampaign Yes 
AgencyAnalytics Yes 
Amazon Web Services (AWS) No 
Facebook Ads No 
Google Calendar No 
Google Drive Yes 
Google Tag Manager Yes 
Instagram Ads No 
Intercom Yes 
LinkedIn Ads No 
Looker Yes 
Meta Ads No 
NOWPayments Yes 
Paystack Yes 
Purchaser.ai Yes 
Razorpay Yes 
Stripe Yes 
WHMCS Yes 
Zapier Yes 

Integrations

2Checkout No 
ActiveCampaign No 
AgencyAnalytics No 
Amazon Web Services (AWS) Yes 
Facebook Ads Yes 
Google Calendar Yes 
Google Drive No 
Google Tag Manager No 
Instagram Ads Yes 
Intercom No 
LinkedIn Ads Yes 
Looker No 
Meta Ads Yes 
NOWPayments 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

$50/month
Free Trial No 
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 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 Yes 

Customer Support

Business Hours No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Social Media Marketing

Analytics No 
Automated Publishing No 
Contact Management No 
Content Management No 
Conversion Tracking No 
Customer Targeting No 
Keyword Filtering No 
Multi-Account Management No 
Post Scheduling No 

Alternatives

Alternatives