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

Software must be designed to adjust to the needs of users rather than forcing users to adapt to the software. This principle guided the creation of TEAMBOX, which offers clear benefits: it boasts an intuitive structure and user-friendly interface. Integrating our agency software into your daily operations is seamless and does not require any technical expertise or prior experience. Consequently, TEAMBOX allows you to optimize your time and concentrate on what truly matters: completing your tasks efficiently. Users have the flexibility to select and customize modules and additional features, ensuring great value and robust investment protection regardless of agency size. We are always ready to provide a tailored proposal to meet your specific needs. You can personalize your dashboard through the TEAMBOX “Cockpit,” where customizable widgets allow you to manage tasks, track work hours, keep an eye on calendar events and birthdays, or analyze essential financial metrics. Additionally, you have the option to incorporate external content, such as your agency’s Facebook feed or blog, enhancing the overall utility of the platform. This adaptability makes TEAMBOX not just a tool, but a comprehensive solution for modern agency operations.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Checkout Yes 
ActiveCampaign Yes 
AgencyAnalytics Yes 
Facebook No 
Google Analytics Yes 
Google Calendar No 
Google Tag Manager Yes 
Intercom Yes 
Looker Yes 
Mailchimp Yes 
Memtime No 
Microsoft Outlook No 
NOWPayments Yes 
PayPal Checkout Yes 
Purchaser.ai Yes 
Razorpay Yes 
Stripe Yes 
Thunderbird Outlook Converter No 
WHMCS Yes 
Zapier Yes 

Integrations

2Checkout No 
ActiveCampaign No 
AgencyAnalytics No 
Facebook Yes 
Google Analytics No 
Google Calendar Yes 
Google Tag Manager No 
Intercom No 
Looker No 
Mailchimp No 
Memtime Yes 
Microsoft Outlook Yes 
NOWPayments No 
PayPal Checkout No 
Purchaser.ai No 
Razorpay No 
Stripe No 
Thunderbird Outlook Converter Yes 
WHMCS No 
Zapier No 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

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

Vendor Details

Company Name

Clientlex

Founded

2026

Country

United States

Website

clientlex.com

Vendor Details

Company Name

intevo.websolutions

Founded

2003

Country

Austria

Website

teambox.de/

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

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Alternatives

Alternatives

PROAD Software Reviews

PROAD Software

J+D Software
active.AGENCY Reviews

active.AGENCY

act.VERTISE