ClientFlow Description

ClientFlow is an integrated inbox and project management solution tailored specifically for client service teams. It enables the management of email interactions, tasks, and timesheets within a unified platform. By consolidating personal and team email exchanges along with client communications, ClientFlow ensures that every message is acknowledged and addressed. All client interactions are centralized, allowing for a streamlined approval process through customized branded requests and the automation of recurring discussions via personalized message templates. Users can easily connect their email accounts or set up auto-forwarding from any address, granting teammates visibility into all conversations without the hassle of toggling between various group email accounts. While ClientFlow resembles a conventional email client, it enhances functionality by incorporating features that significantly improve collaborative discussions. This makes it an indispensable tool for enhancing team efficiency and client satisfaction.

Pricing

Pricing Starts At:
$19 per month per user
Free Trial:
Yes

Integrations

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Company Details

Company:
ReportGarden
Year Founded:
2013
Headquarters:
United States
Website:
clientflow.com

Media

ClientFlow Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Live Rep (24/7)

ClientFlow Features and Options

Project Management Software

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

Collaboration Software

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Email Management Software

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Task Management Software

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

Time Tracking Software

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

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