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Average Ratings 1 Rating
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
Integrations
2Checkout
Yes
ActiveCampaign
Yes
AgencyAnalytics
Yes
Amazon Web Services (AWS)
No
Facebook Ads
No
Google Analytics
Yes
Google Docs
No
Google Drive
Yes
Google Tag Manager
Yes
Instagram Ads
No
Integrations
2Checkout
No
ActiveCampaign
No
AgencyAnalytics
No
Amazon Web Services (AWS)
Yes
Facebook Ads
Yes
Google Analytics
No
Google Docs
Yes
Google Drive
No
Google Tag Manager
No
Instagram Ads
Yes
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