Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Say goodbye to endless messaging and chaotic threads by introducing some much-needed structure to your organization. With just a simple addition of the pin emoji to any Slack message, it seamlessly integrates into your pin app. Pin leverages sophisticated AI to create concise summaries and pinpoint actionable tasks. You have the flexibility to modify, enhance, or remove any tasks as required. Often, business processes begin with ambiguous requests from stakeholders that lack a designated owner, but Pin adeptly recognizes actionable items. Utilize the portal to assign responsibilities and monitor progress effectively. In this platform, you can collaborate on tasks, approve requests, seek further details, or automate various steps in the process. Additionally, pertinent documents can be stored and made available for whoever requires them next, ensuring that your workflow remains efficient and organized. This approach not only streamlines operations but also enhances overall productivity within your team.
API Access
Has API
No
API Access
Has API
No
Integrations
Slack
No
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$99 per month
Free Trial
No
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
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clear Biz
Founded
1999
Country
Canada
Website
www.clear-biz.com
Vendor Details
Company Name
Pin
Website
try-pin.com
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
Product Features
Task Management
Collaboration
No
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
No