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What is deals&projects?

Enhance your productivity with the premier software crafted exclusively for agencies. Our integrated workflows help you conserve precious time on project management by gathering all essential project information in one easily accessible platform. You can quickly evaluate your agency's order status and pinpoint which clients need your immediate focus. The seamless processes established allow for a smooth transition from the initial interaction to project finalization. Furthermore, every communication regarding contacts and projects can be monitored within the CRM history, ensuring nothing slips through the cracks. You also gain insights into sales forecasts, resource distribution, project performance indicators, and detailed evaluations. Our software goes beyond conventional offerings for agencies, treating them as collaborative partners instead of just clients. As pioneers in an evolving work environment, we serve as the perfect companion for agencies aiming for long-term viability. Our work culture promotes flexibility, devoid of strict hierarchies and fixed timetables, enabling us to operate in a self-driven and independent fashion from diverse locations worldwide. This adaptability not only fosters innovation but also positions us to excel in a fast-paced and ever-evolving market landscape. By embracing this approach, we are better equipped to meet the unique challenges faced by modern agencies.

What is Clientlex?

Clientlex offers a highly adaptable software solution tailored for agencies and digital service providers, integrating multiple functionalities such as service sales, client onboarding, project oversight, communication, billing, and reporting into one cohesive platform. This innovative tool allows agencies to create personalized branded storefronts, manage payment transactions, implement intake and approval processes, supervise client projects and document handling, collaborate via a unified portal, monitor billing and subscription details, and evaluate overall business performance. The main objective of Clientlex is to reduce the confusion associated with juggling various separate tools by delivering a comprehensive client management system, which helps agencies effectively promote their services, execute projects, and cultivate client relationships while preserving their distinct brand image. By optimizing these operations, Clientlex significantly boosts efficiency and strengthens client engagement. Additionally, it provides agencies with valuable insights into their workflow, enabling them to make informed decisions for future growth.

Media

Media

Integrations Supported

Mailchimp
Zapier
DATEV
Facebook
GetMyInvoices
Gmail
Google Calendar
Google Sheets
Memtime
Microsoft Outlook
Typeform

Integrations Supported

Mailchimp
Zapier
2Checkout
Coinbase Commerce
Google Analytics
Google Drive
Google Tag Manager
Looker
Paystack
Purchaser.ai
Razorpay

API Availability

Has API

API Availability

Has API

Pricing Information

€29 per user per month
Free Trial Offered?

Pricing Information

$49/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

deals&projects

Date Founded

2003

Company Location

Germany

Company Website

www.dealsandprojects.com

Company Facts

Organization Name

Clientlex

Date Founded

2026

Company Location

United States

Company Website

clientlex.com

Categories and Features

Advertising Agency

Not specified

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

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