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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Safeguard your information, attain superior operational efficiency, and ignite innovation. By prioritizing customer needs, adaptability, and extensive expertise, we assist clients in enhancing business outcomes and maximizing returns on investment. Our exceptional customer support, combined with top-notch data governance solutions, empowers clients to effectively oversee their data, optimize processes, and swiftly adapt to regulatory shifts. Additionally, our collaboration with a diverse array of services provides our customers with independence from suppliers, adaptability, and the capability to succeed. Ultimately, we are committed to fostering long-term partnerships that drive growth and sustainability.

Description

ClientFlow is an integrated inbox and project management solution tailored specifically for client service teams. It enables the management of email interactions, tasks, and timesheets within a unified platform. By consolidating personal and team email exchanges along with client communications, ClientFlow ensures that every message is acknowledged and addressed. All client interactions are centralized, allowing for a streamlined approval process through customized branded requests and the automation of recurring discussions via personalized message templates. Users can easily connect their email accounts or set up auto-forwarding from any address, granting teammates visibility into all conversations without the hassle of toggling between various group email accounts. While ClientFlow resembles a conventional email client, it enhances functionality by incorporating features that significantly improve collaborative discussions. This makes it an indispensable tool for enhancing team efficiency and client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
Deep Secure Yes 
GTB Technologies DLP Yes 
Gmail No 
Google Workspace No 
Microsoft 365 Yes 
Microsoft Exchange Yes 
Microsoft Office 2021 Yes 
OctoXLabs Yes 
Varonis Data Security Platform Yes 
beSOURCE Yes 

Integrations

Box No 
Deep Secure No 
GTB Technologies DLP No 
Gmail Yes 
Google Workspace Yes 
Microsoft 365 No 
Microsoft Exchange No 
Microsoft Office 2021 No 
OctoXLabs No 
Varonis Data Security Platform No 
beSOURCE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19 per month per user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fortra

Founded

1982

Country

United States

Website

www.boldonjames.com

Vendor Details

Company Name

ReportGarden

Founded

2013

Country

United States

Website

clientflow.com

Product Features

Email Management

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management No 
Document Management No 
Project Management Yes 
Real Time Editing Yes 
Task Management No 
Version Control No 
Video Conferencing Yes 

Email Management

Data Recovery No 
Email Archiving Yes 
Email Deletion No 
Email Discovery No 
Email Monitoring Yes 
Email Recall No 
Queue Manager No 
Response Management Yes 
Routing No 
Shared Inboxes Yes 
Signature Management Yes 
Spam Blocker No 
Whitelisting / Blacklisting No 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks Yes 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking Yes 
To-Do List View No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking No 

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