Average Ratings 0 Ratings
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
Mycel is a cloud-based platform designed for client operations and workflow management tailored specifically for service-oriented firms that deal with ongoing projects. It assists teams in identifying potential clients and crafting outreach messages, preparing reports and deliverables from client files and pre-existing templates, requesting necessary information and conducting follow-ups, as well as generating invoices and payment reminders. Additionally, Mycel allows teams to strategize marketing content and manage a business website effectively. Each piece of external communication is subject to review and approval by a team member, ensuring that company guidelines and edits are preserved for future reference. The platform integrates seamlessly with popular email, accounting, customer relationship management, collaboration, and payment systems, while also offering a client portal for reviewing work and responding to inquiries. Tailored for accountants, bookkeepers, agencies, consultants, and other businesses providing repeatable written services, Mycel enhances efficiency and organization across various operational tasks. By streamlining these processes, it enables teams to focus more on delivering high-quality services to their clients.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Gmail
No
HubSpot CRM
No
Notion
No
QuickBooks Online
No
Slack
No
Xero
No
Integrations
Gmail
Yes
HubSpot CRM
Yes
Notion
Yes
QuickBooks Online
Yes
Slack
Yes
Xero
Yes
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$299/firm/month
$299 per firm per month. A free trial is offered.
Free Trial
Yes
Free Version
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
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
Yes
Live Rep (24/7)
No
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
Mycel
Founded
2025
Country
Morocco
Website
mycelhq.com
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Product Features
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No