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
We offer a Leave Management Platform both in English and Spanish. We are one of only a few platforms that offer a Spanish version of their PTO, Vacation and Leave Management platform. You can submit, track, and approve leave requests. You can also create teams within your organization to view their time off. Integrate your Google or Outlook Calendar. You can check the availability of your team members and approve requests via email using your mobile device. Dashboard and Excel Reporting. We have a dedicated South American resource to support our clients.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google Calendar
No
Slack
No
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$1.30 per user per month
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
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
Planleave
Country
United States
Website
www.planleave.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
Leave Management
Approval Process Control
Yes
Calendar Management
Yes
Employee Scheduling
Yes
FMLA Tracking
No
Leave & Absence Reporting
Yes
Leave Policy Management
Yes
Self Service Portal
Yes