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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 Casserole.pro?

Managing your projects from start to finish seamlessly. Whether your project wraps up in a single day or extends over several months, whether you're solo or engaging with a full team, and regardless of whether tasks are handled in-house or delegated to subcontractors, Casserole.pro is poised to help you plan, monitor, and evaluate every facet. You can easily draft estimates, convert them into actionable tasks, manage expenses, and produce invoices, all within one cohesive platform. Casserole.pro is set to become your go-to resource for all project-related tasks. This innovative solution is exactly what you've been looking for to enhance your project management experience. Don’t miss out on the opportunity to elevate your workflow—discover the benefits today!

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?
Free Version

Pricing Information

$54/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

Fin Finaud Consultant

Date Founded

2005

Company Location

Canada

Company Website

www.casserole.pro

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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