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Ratings and Reviews 0 Ratings
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Highlighted features comprise:
- Monitoring of tickets and tasks related to incoming client requests alongside key project functions
- Gantt-style planning tools that facilitate the creation of visual timelines and strategic roadmaps
- Insights into workloads and resource capacities to effectively manage availability and prevent employee burnout
- Time tracking capabilities that allow for direct timesheet logging tied to individual projects and clients
- A client portal that includes Service Level Agreement (SLA) monitoring for enhanced client interactions
- In-depth reporting functionalities for comprehensive project management and financial assessment.
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.
Media
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
€129/month
Free Trial Offered?
Free Version
Pricing Information
$19/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
UnitPick
Date Founded
2021
Company Location
Croatia
Company Website
unitlook.com
Company Facts
Organization Name
Clientivity
Date Founded
2024
Company Location
United States
Company Website
clientivity.io
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
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