Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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