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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
Intervals allows you to see exactly where your energy and time are going. For small businesses and teams with unique needs. Intervals is used worldwide by web developers, marketers and system administrators. It also allows businesses to easily track their time and control their workflow. Ideal for showing clients how long their work takes.
Administrators can create clients and projects using the robust platform. They can also set budget limits and alerts and present clients with detailed and accurate reports. The platform offers robust reporting. The platform allows users to track individual billable hours, collaborate with others on tasks, and submit changes to maintain a detailed view of project progress.
It includes a work request queue to handle customer requests/tickets, invoicing and document management. Email integration is possible. Integrates with Google Drive, FreshBooks and Xero.
API Access
Has API
API Access
Has API
Integrations
Basecamp
Bold BI
FreshBooks
Google Drive
QuickBooks Online
Quickwork
Slack
Style Intelligence
Xero
Integrations
Basecamp
Bold BI
FreshBooks
Google Drive
QuickBooks Online
Quickwork
Slack
Style Intelligence
Xero
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
$49.00/month (unlimited users)
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
Pelago
Founded
2000
Country
United States
Website
www.myintervals.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
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
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
Team Communication
Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking