Average Ratings 0 Ratings
Average Ratings 2 Ratings
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
Integrations
Zapier
Yes
8x8
No
ActiveCampaign
Yes
Coinbase Commerce
Yes
Desktop.com
No
Google Meet
No
Looker
Yes
Mailchimp
Yes
Mailjoy
No
NOWPayments
Yes
Integrations
Zapier
Yes
8x8
Yes
ActiveCampaign
No
Coinbase Commerce
No
Desktop.com
Yes
Google Meet
Yes
Looker
No
Mailchimp
No
Mailjoy
Yes
NOWPayments
No
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