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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.

Description

Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Xero
Zoho Books

Integrations

Axis LMS
Xero
Zoho Books

Pricing Details

$24.99 per month
Free Trial
Free Version

Pricing Details

$8.51 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Datatune

Founded

1997

Country

United States

Website

www.cleardash.com

Vendor Details

Company Name

Cone

Founded

2022

Country

United States

Website

www.getcone.io

Product Features

Professional Services Automation

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

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Professional Services Automation

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

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Alternatives

Alternatives

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