ClientFlow Review
What is ClientFlow?
ClientFlow is a project management software with a shared inbox functionality, created specifically for client service teams. The solution helps users stay on top of their email conversations, manage tasks, and control their timesheets within a single, unified environment. With ClientFlow, teams become more efficient in collaborating and communicating with each other while managers simplify the way they create and manage tasks, organize projects, and monitor progress among others.
Communication within teams and with clients are all a breeze as every email is shared and accessible, thanks to ClientFlow’s Shared Inbox feature. Communication, approvals, and responses are standardized, customized, and if need be automated, speeding up the communication process which then results in increased productivity and overall efficiency.
Show MoreOverview of ClientFlow Benefits
Shared Inbox
ClientFlow gives you a robust solution that unifies and streamlines both external and internal communication and collaboration processes with a shared inbox functionality. This feature allows you to put all your client-related emails in a single inbox, making it easy for you to create custom and standard responses, manage and approve requests, and automate repeat conversations.
All emails placed in the Shared Inbox are visible to all team members. You and other people are able to see incoming emails and conversations in their inbox and they don’t have to switch to the group mail account to know who is saying what.
Because communication within the team is centralized, collaboration is much improved. The Shared Inbox functionality eases the facilitation of group conversation, assigning of tasks, and coordination of team members to mention a few.
Comprehensive Project Management
ClientFlow comes with a plethora of tools that help you create projects and organize the details long before you and your team start to work. From assigning tasks to setting due dates and deadlines to providing description per project and task, ClientFlow lets you do all that without any hiccup.
Each person works at a pace of their own. With ClientFlow, you and other team members can personalize your respective dashboards, modifying it to show project details, status, tasks, and schedules that are relevant to your work, allowing you to plan and execute accordingly.
Show MoreOverview of ClientFlow Features
- Client Communication
- Approvals
- Message Templates
- Custom Branding
- Actionable via Email
- Mail Tracking
- Smart Actions
- Team Inbox
- Common Inbox for Clients
- Advanced Filters
- Assign Conversations
- Internal Comments
- Open and Close Threads
- Follow Conversations
- Reminders
- Task Comments
- Task Status
- Time Tracking
- Kanban Board
- Due Dates
- Sub Tasks
- Notifications
- Attachments
- Descriptions
- Bulk Time Clocking
- Time Logs
- Budgeted Time
What Problems Will ClientFlow Solve?
Problem 1: When multiple people are managing group mail accounts such as info@ or contact@, there is no clarity as to who should respond to incoming mail.
In ClientFlow, conversations can be assigned to specific team members. Also, to collaborate internally, users end up forwarding emails to their individual accounts or start conversations with teammates in the same thread. This leads to clustering of inboxes and disorganization of internal and external communication. In ClientFLow, users can simply add comments which are visible only to teammates.
Problem 2: There is a disconnect between conversations of a particular project and the tasks associated with it.
At ClientFlow, Tasks can be created from conversations and all conversation associated with the task can be viewed in the task itself. This enables users to clearly understand the context and work better.
Problem 3: When companies work with multiple clients projects, their inbox becomes cluttered with emails from all projects, There is no organization.
In ClientFlow, users can segregate conversations based on projects and clients.
Awards & Quality Certificates
ClientFlow Position In Our Categories
Keeping in mind businesses have unique business-related needs, it is only practical that they abstain from settling on an all-in-one, “perfect” software. Still, it would be hard to come across such application even among well-known software solutions. The better thing to do can be to note down the numerous significant factors which require careful thought such as critical features, price terms, skill aptitude of the users, business size, etc. Thereafter, you must conduct your product research exhaustively. Go over some ClientFlow analyses and check out the other software options in your shortlist more closely. Such detailed product investigation ascertain you avoid unfit apps and choose the one that provides all the aspects your business requires.
Position of ClientFlow in our main categories:
TOP
500
ClientFlow is one of the top 500 Project Management Software products
Organizations have unique wants and requirements and no software solution can be perfect in such a condition. It is pointless to try to find a perfect off-the-shelf software product that meets all your business requirements. The intelligent thing to do would be to adapt the solution for your special needs, worker skill levels, budget, and other factors. For these reasons, do not hasten and invest in well-publicized popular solutions. Though these may be widely used, they may not be the ideal fit for your particular requirements. Do your homework, investigate each short-listed application in detail, read a few ClientFlow Professional Services Automation Software - PSA reviews, call the seller for clarifications, and finally settle for the product that presents what you want.
How Much Does ClientFlow Cost?
ClientFlow Pricing Plans:
Free Trial
ClientFlow Pro
$19/user/month
ClientFlow Enterprise
Contact vendor
What are ClientFlow pricing details?
ClientFlow Pricing Plans:
Free Trial
ClientFlow Pro
$19/user/month
ClientFlow Enterprise
Contact vendor
ClientFlow offers the following basic/enterprise pricing schemes:
ClientFlow Pro – $19/user/month
- Minimum 2 Users
- 24/7 Customer Support
- Unlimited Threads
- Unlimited Approvals
- Unlimited Tasks
- Unlimited Time Entries
- Unlimited Clients
- Unlimited Projects
- Unlimited Client Contacts
ClientFlow Enterprise – Custom Enterprise Pricing
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We realize that when you decide to purchase a Professional Services Automation Software - PSA it’s important not only to see how professionals evaluate it in their reviews, but also to find out whether the real clients and enterprises that use these solutions are genuinely content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ClientFlow reviews across a broad array of social media sites. The information is then displayed in a simple to digest way revealing how many people had positive and negative experience with ClientFlow. With that information at hand you will be ready to make an informed buying decision that you won’t regret.
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Quote-based
Customer Types
- Small Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for ClientFlow?
ClientFlow integrates with the following applications and more:
- Gmail
- Zapier
- Dropbox
- Google Drive
ClientFlow
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular ClientFlow Alternatives
Top Competitors To ClientFlow By Price
Product name:
Price:
Trending Professional Services Automation Software - PSA Reviews
ClientFlow Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?