Clientivity Description

Clientivity is a powerful business management platform built specifically for service-based businesses, providing an all-in-one solution for project management, billing, time tracking, and communication. It centralizes client activity and automates back-office functions like invoice generation, contract management, and payment processing, significantly reducing manual workflows and increasing operational efficiency. The platform also features a client self-service portal, allowing customers to track project status, approve quotes, and make payments directly, improving the overall customer experience. With built-in tools for managing tasks, proposals, contracts, and scheduling, Clientivity helps businesses stay organized while delivering professional services efficiently and effectively.

Pricing

Pricing Starts At:
$19/month
Pricing Information:
Per month (Billed Yearly)
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Clientivity
Year Founded:
2024
Headquarters:
United States
Website:
clientivity.io
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Media

Clientivity Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Clientivity Features and Options

Professional Services Automation Software

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Clientivity User Reviews

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