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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Overseeing your projects from inception to completion. No matter if your project is completed within a day or stretches across several months, whether you're working independently or collaborating with your entire team, and regardless of whether the work is done internally or outsourced to various subcontractors, Casserole.pro is here to assist you in planning, tracking, and analyzing every aspect. You can create estimates, transform them into actionable projects, organize expenses, and generate invoices, all through one streamlined platform. Casserole.pro is destined to be the essential support for all your project needs. It is truly the comprehensive solution you have been searching for. Experience the difference today!

Description

Clientivity is a powerful business management platform built specifically for service-based businesses, providing an all-in-one solution for project management, billing, time tracking, and communication. It centralizes client activity and automates back-office functions like invoice generation, contract management, and payment processing, significantly reducing manual workflows and increasing operational efficiency. The platform also features a client self-service portal, allowing customers to track project status, approve quotes, and make payments directly, improving the overall customer experience. With built-in tools for managing tasks, proposals, contracts, and scheduling, Clientivity helps businesses stay organized while delivering professional services efficiently and effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$54/month
Plans start at $9 CAD/month for basic time tracking (Astronaut), up to $54 CAD/month for full access and admin features (Commander & Admiral).
You only pay for what each user needs.
Free Trial Yes 
Free Version No 

Pricing Details

$19/month
Per month (Billed Yearly)
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fin Finaud Consultant

Founded

2005

Country

Canada

Website

www.casserole.pro

Vendor Details

Company Name

Clientivity

Founded

2024

Country

United States

Website

clientivity.io

Product Features

Project Management

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

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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