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What is Clientrol?

Manage, promote, and regulate client retainers and inquiries with ease while handling each client request seamlessly. The Client Portal is secured with a unique Username and Password for safe access. Clients have the capability to track their remaining retainer time and purchase additional hours as needed. Projects can be conveniently exported in PDF format for straightforward sharing. Users can initiate work requests through a customized form, and the feature for managing approval requests can be switched on or off as desired. Time can be added to a request either through manual input or by utilizing a timer, providing flexibility in handling tasks. Requests have the option to be visible or hidden, and clients can access requests without triggering notifications. An option is available to require approval before closing requests, with limitations on submitting new requests if there are no hours left. Payments are directly credited to your PayPal or Stripe account with a 0% processing fee, giving you complete financial control. The user-friendly client access dashboard ensures immediate visibility of all client activities, including real-time updates on online clients and manager availability, which significantly boosts overall operational efficiency and communication. Additionally, the system's design promotes a streamlined workflow, making it easier for clients and managers to collaborate effectively.

What is Chaseless?

Chaseless by BulkBrains is a simple document request and reminder platform for teams that need to collect client information without constant manual follow-up. The software is designed to solve the common problem of document collection spreading across inboxes, spreadsheets, notes, and staff memory. Chaseless gives teams a centralized workflow for creating client requests, assigning due dates, tracking statuses, and keeping ownership clear. Users can add a client, define the documents or details needed, set deadlines, and schedule automated reminder emails. The platform continues follow-up until items are received and approved, helping reduce repeated admin work. Staff can quickly see which items are still missing, which responses are overdue, and which deadlines are approaching. Chaseless uses clear statuses so requests can move from requested to submitted to approved without confusion. The dashboard keeps clients and outstanding items visible in one place, making it easier for teams to stay organized. The platform is useful for accountants, advisers, operations teams, service businesses, and small teams that frequently depend on client documents or external responses. Its simple workflow is designed for non-technical users who need an easy way to manage follow-up without a complex enterprise system. Chaseless helps organizations reduce delays, improve accountability, keep client communication cleaner, and move work forward faster.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per month
Free Version
Free Trial Offered?

Pricing Information

€19.99/month
Free Version
Free Trial Offered?

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

Clientrol

Date Founded

2016

Company Location

Ireland

Company Website

clientrol.com

Company Facts

Organization Name

BulkBrains

Date Founded

2022

Company Location

Ireland

Company Website

bulkbrains.com

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

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

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