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.
Similar Software to Clientivity
Wrike
Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens.
With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance.
In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key.
Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.
Learn more about Wrike
Project Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery.
Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments.
The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership.
Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use.
Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations.
Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.
Learn more about Project Insight
Practice
Enhance the efficiency of your coaching enterprise by unifying scattered, cumbersome systems into a cohesive platform.
Eliminate tedious back-and-forth communication: With automated scheduling, you can effortlessly display your live availability, while straightforward forms gather essential information and invoices.
Redirect your focus from chasing clients to generating income. Instantly generate invoices, set up recurring subscriptions, and create packages that ensure timely payments.
Effortless client management is at your fingertips, as Practice’s premier tools enable seamless communication with clients between sessions, all without the need to share your personal contact information.
This streamlined approach not only saves you time but also enhances the overall client experience, allowing you to focus on what you do best—coaching.
Learn more about Practice
Teamwork.com
Teamwork.com is an AI-powered professional services automation platform built for businesses that need to manage client projects, resources, and financial performance in one place. The platform helps teams move beyond basic work tracking by showing which projects are profitable, which ones are at risk, and where resource decisions need to change. Teamwork.com supports project management, resource planning, capacity forecasting, workload balancing, billable utilization tracking, time tracking, budget management, margin visibility, client communication, approvals, reporting, dashboards, templates, and integrations. Resource management tools help teams see staff availability, forecast demand, assign the right people to the right work, and identify utilization gaps before they affect delivery. Financial tools help businesses monitor real project margins, track every billable hour, stay close to budgets, and spot unprofitable work before it is too late. Client collaboration features centralize communication, approvals, status updates, and project visibility in a workspace shared by the delivery team and the client. TeamworkAI helps teams turn updates into tasks, search and filter information more easily, manage resources, and connect with models such as Claude, ChatGPT, and other AI systems. The platform includes more than 150 integrations across common business tools and ready-made templates for workflows such as client onboarding, campaigns, project planning, and website delivery. Teamwork.com is designed to be implemented quickly, helping teams get up and running in days rather than quarters. Security features include SOC 2 Type 2 certification and protections that keep private customer data from being used to train third-party models.
Learn more about Teamwork.com
Screenshots and Video
Company Facts
Company Name:
Clientivity
Date Founded:
2024
Company Location:
United States
Company Website:
clientivity.io
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