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Average Ratings 0 Ratings
Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
Description
Task Management Software. Streamline your team's workflow with essential tasks that cannot be overlooked. Enhance your team's productivity with straightforward, concise tasks that are consistently completed. Featuring robust functionalities such as online signatures, this tool is trusted by more than 8,000 teams. With a focus on small, clear assignments that always get accomplished, GetBusy addresses the challenge of managing critical tasks that emerge from various sources and platforms, often requiring collaboration from multiple individuals. GetBusy’s task management software allows you to maintain control over your workload, ensuring it is organized and prioritized effectively. Task Management. Picture a scenario where your team is always aware of who is responsible, what needs to be done, and when each task is due. Client Requests. GetBusy extends beyond your internal team, enabling you to assign tasks to anyone, anywhere, much like sending an email. Signatures. Facilitate the exchange and signing of legally binding documents at a fraction of the cost of traditional signature solutions. File Requests. If you need a document, you can request confidential files as straightforward tasks, providing a more secure alternative to email. Plus, it offers various additional features to enhance your team's efficiency and collaboration.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Gmail
Google Calendar
Google Chrome
Google Drive
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Edge
Microsoft Outlook
Integrations
Dropbox
Gmail
Google Calendar
Google Chrome
Google Drive
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Edge
Microsoft Outlook
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
£30 per user per 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
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
GetBusy
Founded
2018
Country
United Kingdom
Website
www.getbusy.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Productivity
Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View