Name: Clientrol
Author: Clientrol

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

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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.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Basic

Bolste

Clientrol

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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What is Clientrol?