Clientrol

Clientrol is a client service management software offered by the vendor, Clientrol. It is designed to assist businesses in managing, selling, and controlling client services, retainers, and requests. The software is targeted at freelancers, small teams, and agencies in various professions and industries, such as freelancers, marketing agencies, graphic design agencies, web development agencies, and consulting firms. According to the vendor, Clientrol provides a range of features to streamline workflows, enhance client communication, and ensure efficient management of client retainers.

Key Features

Manage Every Client Request: According to the vendor, Clientrol allows users to easily manage all client requests with full visibility of the client's remaining time. Clients have the option to purchase additional hours instantly, and the software provides a streamlined process for capturing and tracking client requests.

Simple, Beautiful Client Dashboard: The software offers clients an online dashboard where they can submit requests and instantly view the amount of time available from their retainer. The user-friendly interface is designed to facilitate easy navigation and access to information.

Capture Everything at Once: With a drag-and-drop interface, users can create custom request forms to capture all necessary information in one go. The vendor claims that this feature helps streamline the request process and ensures that all relevant details are captured according to specific client requirements.

Sell Client Service Bundles: Clientrol allows users to offer service bundles as once-off, monthly, or annual retainers. The software provides various options for clients to choose from, and it enables instant client account creation after signup and payment, according to the vendor.

Unlimited Service Bundles: According to the vendor, Clientrol allows users to create and manage an unlimited number of service bundles, providing flexibility and options for clients. Both in-house and virtual teams can easily access and work with different service bundles using the software.

Add Restrictions and Offer Upgrades: Users have the ability to include hour limits and restrictions based on specific service bundles. The vendor states that upgrade options are available when clients run out of hours, providing flexibility to accommodate clients' changing needs.

Control your Clients & Team: Clientrol offers features to monitor, manage, and control in-house or virtual teams. Users can track who is working on what, when, and where, ensuring efficient collaboration and resource allocation.

Instant Real-time Visibility: The software provides real-time visibility of team members' online status and tracks when they were last online. This feature enables effective task and project monitoring, ensuring timely completion, according to the vendor.

Manager Activity & Reporting: According to the vendor, Clientrol provides detailed reporting on manager activities, allowing users to track who has worked on what tasks and projects. The software also enables monitoring of time spent on different activities, facilitating accurate project management.