ClientFlow

ClientFlow

ReportGarden
+
+

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About

Shared Inbox and Project management software for Client service teams. Manage your team’s email conversations, tasks and timesheets on a single platform. ClientFlow gets your personal email conversations, your team's group email conversations and client communication on a single shared platform where every mail is owned up and is responded to. Have all your conversations with clients in one place, Standardize Approval process with Custom branded Approval requests and automate repeated conversations with customized message templates. Connect your Email accounts or Set up auto-forwarding from any email address and share with Teammates so they have visibility into all Emails Conversations on one shared inbox software without having to switch between different group mail accounts. ClientFlow works a lot like your email client but builds on top of it to include useful features that facilitate group conversations much better.

About

The simple email management software and collaboration tool. Customer support, task management, and internal communication. All at once. Rooftop is your one-stop shop for internal and external communication. Email was conceived to send a single message to a single person over the internet. It wasn't made to keep communication organized, and especially not for teams. Discover real team email management. Give your team the right tools not only to respond, but also collaborate seamlessly on a response. Keep track of everything that happens with your clients, schedule actions to be taken at the appropriate time, and break the barriers of information by giving your team access to the data they need! Rooftop allows you to build workflow and pipelines to move your projects and deals through. Use our collaboration features to assign tasks, schedule follow-ups, and interact with everyone involved.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Client service agencies and customer support teams

Audience

Companies and teams in need of an email and project management tool to optimize communication and collaboration

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month per user
Free Version
Free Trial

Pricing

$17 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ReportGarden
Founded: 2013
United States
clientflow.com

Company Information

Rooftop
Belgium
www.getrooftop.io

Alternatives

Alternatives

SEDNA

SEDNA

SEDNA Systems
SpinOffice CRM

SpinOffice CRM

Mulberry Garden
AirSend

AirSend

CodeLathe Technologies
SignalWire Work

SignalWire Work

SignalWire

Categories

Categories

Email Management Features

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Integrations

Gmail
Google Workspace

Integrations

Gmail
Google Workspace
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