Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Built on the Microsoft Power Platform and Azure Web Services, the empower suite offers cutting-edge, cloud-based business productivity tools and solutions. This package contains workflow and automation tools, productivity apps/assistants, and data-driven, subscription-based business intelligence and analytics products. The suite offers role-based data that can assist you in assessing and forecasting the cashflow condition of the company, delivering insightful financial analysis, improving HR procedures, streamlining the onboarding of new clients, and offering client analytics. With the help of a number of connectable adapters, these apps may be combined with Evergreen or any other current finance, billing, and CRM software you may be using, saving you the time and effort of switching between several platforms. Empower can provide "one version of the truth" across all of your tools and apps in addition to evergreen by sa.global and assist with optimization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Office 2021 No 
Microsoft Power BI No 
Microsoft Power Platform No 
Microsoft Teams No 

Integrations

Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Office 2021 Yes 
Microsoft Power BI Yes 
Microsoft Power Platform Yes 
Microsoft Teams Yes 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
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 No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Clientivity

Founded

2024

Country

United States

Website

clientivity.io

Vendor Details

Company Name

sa.global

Founded

1990

Country

United States

Website

sa.global/int/business-solutions/microsoft-dynamics-365/industry-solutions/empower.html

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 

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Alternatives

KEBS Reviews

KEBS

KEBS AI

Alternatives

PMEntire Reviews

PMEntire

PMEntire Solutions
evergreen Reviews

evergreen

sa.global
Avaro One Reviews

Avaro One

Avaro Technologies Ltd.