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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Clear Biz simplifies the onboarding process by enabling the importation of your clients' governmental, business, and personal data from a variety of software applications into its platform. The integration with essential software tools is crucial for maintaining an efficient office management system, allowing for one-time data entry that seamlessly propagates to other applications. Additionally, Clear Biz facilitates the transfer of your invoicing and accounts receivable details to QuickBooks, eliminating the need for duplicate entries. By serving as a bridge software solution, Clear Biz enhances productivity by enabling the import and synchronization of client information across multiple platforms. It also offers synchronization capabilities with Microsoft Outlook, allowing for the bi-directional transfer of client data, tasks, and appointments. This integration enables users to easily access their information on mobile devices such as Blackberries, Android phones, and iPhones, ensuring that they stay connected and organized wherever they go. With these comprehensive features, Clear Biz positions itself as an invaluable tool for modern office management.

Description

Utilize your Microsoft 365 account to seamlessly incorporate SharePoint, Outlook, Teams, Dynamics, Azure, and Power BI for a comprehensive compliance experience. By taking advantage of Microsoft Power Automate and Power Flow, you can integrate compliance controls directly into your workflows. Your data remains securely within the Microsoft ecosystem, providing peace of mind. Explore how a software solution can facilitate the adoption of a streamlined management system recognized within your organization. ISOPlanner allows you to embed all necessary compliance requirements into the Microsoft tools you already utilize. You can easily enhance Microsoft 365 with additional lightweight features. The highly effective functionalities will undoubtedly bring a sense of satisfaction and clarity, enabling you to focus on your tasks. With ISOPlanner integrated within Microsoft 365, there's no need to switch to a separate tool, fostering collaboration with colleagues in a single, centralized platform. This efficient approach makes implementing ISO standards more straightforward and faster than ever before, ensuring that your compliance journey is as smooth as possible.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft SharePoint No 
Microsoft Teams No 

Integrations

Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

€53 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Clear Biz

Founded

1999

Country

Canada

Website

www.clear-biz.com

Vendor Details

Company Name

ISOPlanner

Country

Netherlands

Website

isoplanner.app/

Product Features

Task Management

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

Time Tracking

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

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