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

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

With a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
2Checkout Yes 
ActiveCampaign Yes 
AgencyAnalytics Yes 
Airtable No 
Canva No 
Coinbase Commerce Yes 
Dropbox No 
Figma No 
Google Analytics Yes 
Google Tag Manager Yes 
Looker Yes 
Mailchimp Yes 
NOWPayments Yes 
PayPal Checkout Yes 
Purchaser.ai Yes 
Razorpay Yes 
Stripe Yes 
Trello No 
WHMCS Yes 

Integrations

Google Drive Yes 
2Checkout No 
ActiveCampaign No 
AgencyAnalytics No 
Airtable Yes 
Canva Yes 
Coinbase Commerce No 
Dropbox Yes 
Figma Yes 
Google Analytics No 
Google Tag Manager No 
Looker No 
Mailchimp No 
NOWPayments No 
PayPal Checkout No 
Purchaser.ai No 
Razorpay No 
Stripe No 
Trello Yes 
WHMCS No 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

$9 per month
Billed monthly or annually
Free Trial No 
Free Version Yes 

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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

Vendor Details

Company Name

SuperOkay

Country

United Kingdom

Website

superokay.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

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration Yes 
Document Management Yes 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management Yes 
Version Control No 
Workflow Management No 

Alternatives

Alternatives

Stria Reviews

Stria

Automata Labs
Socket Reviews

Socket

Socket Digital Limited