Clientrol 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.
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Achieve swift onboarding and management of your entire workforce's workstations and servers with Just-In-Time privilege elevation through an intuitive portal. This system allows for a comprehensive analysis of risky users and assets by utilizing thread and behavioral analytics to detect harmful software, thus safeguarding against data breaches and malware threats. Instead of elevating user privileges, the focus is on elevating applications, enabling privilege delegation tailored to specific users or groups, which in turn optimizes both time and financial resources. Regardless of whether the individual is a developer within IT, a novice in HR, or a third-party contractor servicing an endpoint, there exists a suitable elevation method for each profile. Additionally, all functionalities are readily available with Admin By Request and can be customized to meet the unique requirements of various users or groups, ensuring a secure and efficient operational environment. This approach not only enhances security but also fosters a more streamlined workflow across departments.
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Zahara
Zahara's cloud-based platform automates budget management and suppliers. It also allows for multi-level purchase approvals, delivery approvals, and invoice reconciliation and approvals. Zahara integrates seamlessly with the most popular accounting software, such as QuickBooks Online or Xero, to provide expanding SME's with real-time visibility and central control over their purchasing.
Zahara can be used for controlling spend within an organization. We can take the initial request to purchase something and automate the approval and sending the PO to the Vendor. Deliveries can be received, invoices from vendors matched and processed before being exported to finance.
Zahara increases control and speeds up processing.
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Intervals
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.
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Audit Suite
Enhance your audit procedures through automation to shorten the audit cycle, elevate team productivity, and strengthen relationships with clients using Audit Suite™. This innovative cloud-based platform consolidates and standardizes the audit documentation and PBC request processes. By implementing automated workflows and providing immediate visibility into the status of each request, your audits can be finalized more efficiently and with fewer complexities. Our user-friendly audit workflow solution streamlines the entire lifecycle of documentation requests, from initiation to completion, enabling your team to concentrate on activities that add value. Eliminate the hours wasted on emailing, as Audit Suite™ will automatically inform all relevant custodians when new documentation requests are created, send gentle reminders, alert you of overdue tasks, and notify you when support has been received. Additionally, the Audit Suite™ portal grants both your team and clients easy access to the current status of all PBC requests, all within a single, centralized hub, ensuring transparency and improving collaboration throughout the audit process. Ultimately, embracing this technology empowers your team to perform audits more effectively and fosters a more positive experience for clients.
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Pricing
Pricing Starts At:
$12 per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Clientrol
Year Founded:
2016
Headquarters:
Ireland
Website:
clientrol.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
Clientrol Features and Options
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