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ClientFlow REVIEW

Professional Services Automation Software - PSA

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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.

Overview 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.

Overview 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

Position of ClientFlow in our main categories:


ClientFlow is one of the top 500 Project Management Softwareproducts


ClientFlow is one of the 500
Project Management Software products

ClientFlow is also listed in the following subcategories:

Professional Services Automation Software - PSA#19
Professional Services Automation Software - PSA#19

It is important to keep in mind that virtually no app in the Professional Services Automation Software - PSA category is a perfect solution able to fulfill all the requirements of different business types, sizes and industries. It may be a good idea to read a few ClientFlow reviews first as certain solutions may perform well exclusively in a very small set of applications or be designed with a very specific industry in mind. Others may function with a goal of being easy and intuitive and consequently lack complex elements welcomed by more experienced users. There are also software that focus on a large group of users and provide a powerful feature toolbox, however that in most cases comes at a more significant price of such a solution. Make sure you're aware of your needs so that you purchase a solution that provides specifically the functionalities you search for.

How Much Does ClientFlow Cost?

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

We realize that when you make a decision to buy Professional Services Automation Software - PSA it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ClientFlow reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ClientFlow. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.





Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are ClientFlow pricing details?

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

What integrations are available for ClientFlow?

ClientFlow integrates with the following applications and more:

  • Gmail
  • Zapier
  • Dropbox
  • Google Drive
  • Facebook
  • Twitter

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