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Average Ratings 2 Ratings

Total
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features
design
support

Description

Clientlex is a customizable software solution designed for agencies and digital service providers, consolidating various functions such as service sales, client onboarding, project management, communication, billing, and reporting into a single platform. This tool empowers agencies to establish their own branded storefronts, facilitate payment processing, execute intake and approval workflows, oversee client projects and document management, interact through a collaborative portal, keep track of billing and subscriptions, and assess business performance. Its primary aim is to eliminate the chaos of using multiple disjointed tools by providing an all-in-one client management system that enables agencies to efficiently market their services, deliver projects, and nurture client relationships, all while maintaining their unique brand identity. By streamlining these processes, Clientlex enhances operational efficiency and fosters stronger connections with clients.

Description

Dubsado's suite of tools and features allows you to outsource repetitive work so you can use your time and energy to do the work you were hired for. Dubsado, a business management tool, is designed to simplify the work of managing your business. To streamline your projects, build relationships, schedule appointments, create workflows, and establish relationships. We can capture leads on your website and automatically follow up with a questionnaire based upon the client's input. Or send them a proposal that will get them excited about big-ticket packages. Book a demo with us in a 1:1 setting! You can try us for free (with no time limit)

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
8x8 No 
ActiveCampaign Yes 
Coinbase Commerce Yes 
Desktop.com No 
Google Meet No 
Looker Yes 
Mailchimp Yes 
Mailjoy No 
NOWPayments Yes 
Paystack Yes 
Podia No 
Raklet No 
Shift No 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Stripe Yes 
Xero No 

Integrations

Zapier Yes 
8x8 Yes 
ActiveCampaign No 
Coinbase Commerce No 
Desktop.com Yes 
Google Meet Yes 
Looker No 
Mailchimp No 
Mailjoy Yes 
NOWPayments No 
Paystack No 
Podia Yes 
Raklet Yes 
Shift Yes 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Stripe No 
Xero Yes 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

$35 per month or $350 per year. Try us out for free with no time limit
Simple pricing for robust software. Get unlimited access to powerful tools that grow with your business. Start for free and upgrade when the time is right.
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 No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

Vendor Details

Company Name

Dubsado

Founded

2016

Country

United States

Website

www.dubsado.com

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

CRM

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

Alternatives

Alternatives