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What is Clientivity?

Clientivity is an integrated platform designed to simplify the management of service-based businesses by automating critical workflows and centralizing client interactions. From project management and time tracking to invoicing and client communication, Clientivity offers a comprehensive suite of tools to streamline operations. It allows businesses to manage multiple projects and clients simultaneously while ensuring that administrative tasks, such as invoice generation, payment reminders, and contract management, are handled automatically. The platform also includes a self-service portal where clients can review and approve quotes, track project progress, and make payments, reducing friction and enhancing the client experience. Clientivity’s powerful automation and easy-to-use tools make it an ideal solution for service professionals who want to focus more on delivering value to clients and less on administrative overhead. With features like smart billing, e-signatures, and real-time engagement tracking, Clientivity helps businesses scale, improve cash flow, and ensure accurate financial reporting.

What is Aysling?

Aysling, referred to as Professional Services Automation, is a comprehensive software tool designed to facilitate the management of your B2B operations, encompassing everything from contracts to cash flow, projects to payments. This user-friendly solution is not only easy to configure and maintain but also provides exceptional support and assistance to its users. Among its features are a Sales CRM, Project Management, Labor Tracking, Subscription Management, and Service Ticketing, making it a versatile option for businesses. Additionally, Aysling integrates seamlessly with various cloud-based services, including Twilio, Zapier, and QuickBooks Online, enhancing its functionality further. By incorporating Aysling into your business processes, you can streamline operations and improve overall efficiency.

Media

Media

Integrations Supported

Authorize.Net
Constant Contact
Dropbox
Gmail
HubSpot CMS Hub
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
HubSpot Service Hub
Mailchimp
Mailchimp Transactional Email (Mandrill)
Pendo
Pendo
QuickBooks Online
QuickBooks Online Advanced
Slack
Twilio
Zapier

Integrations Supported

Authorize.Net
Constant Contact
Dropbox
Gmail
HubSpot CMS Hub
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
HubSpot Service Hub
Mailchimp
Mailchimp Transactional Email (Mandrill)
Pendo
Pendo
QuickBooks Online
QuickBooks Online Advanced
Slack
Twilio
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?
Free Version

Pricing Information

$60 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clientivity

Date Founded

2024

Company Location

United States

Company Website

clientivity.io

Company Facts

Organization Name

Aysling

Date Founded

2005

Company Location

United States

Company Website

www.aysling.com

Categories and Features

Professional Services Automation

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

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Professional Services Automation

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

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