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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.

Description

Innovative solutions for ambitious small businesses. A customer relationship management (CRM) system designed for your sales team allows you to monitor the complete client journey, from the very first click to the final deal closure. The intelligent mail feature will retain client information, categorize emails using tags, assist in planning tasks on a Kanban board, and generate email templates. You can engage in conversations with both clients and colleagues through our integrated chat system, seamlessly embedded in all FreshOffice applications, ensuring it is always available when needed. Automation features will initiate ad campaigns on social media, automatically dispatch email alerts and text messages, allocate tasks, and generate leads. Furthermore, even if you lack extensive data analysis expertise, you will still have access to comprehensive analytics covering all essential metrics. This enables you to make informed decisions and refine your strategies effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Apple Mail No 
Calltouch No 
Facebook No 
Google Workspace Yes 
Instagram No 
Microsoft Outlook No 
YouTube No 

Integrations

Gmail Yes 
Apple Mail Yes 
Calltouch Yes 
Facebook Yes 
Google Workspace No 
Instagram Yes 
Microsoft Outlook Yes 
YouTube Yes 

Pricing Details

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

Pricing Details

$20 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ReportGarden

Founded

2013

Country

United States

Website

clientflow.com

Vendor Details

Company Name

FreshOffice

Founded

2006

Country

Singapore

Website

www.freshoffice.sg/

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 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Email Management

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

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Web Analytics

Campaign Management No 
Conversion Tracking Yes 
Form Analytics No 
Goal Tracking No 
Keyword Tracking No 
Multiple Site Management No 
Pageview Tracking No 
Referral Source Tracking No 
Site Search Tracking No 
Time on Site Tracking No 
User Interaction Tracking No 

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