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.

Pricing

Price Starts At:
$19/month
Price Overview:
Per month (Billed Yearly)
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Clientivity Screenshot 1

Company Facts

Company Name:
Clientivity
Date Founded:
2024
Company Location:
United States
Company Website:
clientivity.io
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Clientivity Categories and Features

Professional Services Automation Software

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking