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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.
Integrations Supported
Mailchimp
Zapier
AgencyAnalytics
DATEV
Funnelforms
GetMyInvoices
Google Analytics
Google Tag Manager
Groove
Looker
Integrations Supported
Mailchimp
Zapier
AgencyAnalytics
DATEV
Funnelforms
GetMyInvoices
Google Analytics
Google Tag Manager
Groove
Looker
API Availability
Has API
API Availability
Has API
Pricing Information
€29 per user per month
Free Trial Offered?
Free Version
Pricing Information
$49/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
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
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Categories and Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking