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Harness the potential of a unified tool to manage all your work.
Gain control of your Conversations and Tasks to service Clients better!
Client communication
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Communicate efficiently with Clients as a team.
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Standardize Client Approval Request process.
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Enable clients to communicate directly from their Inbox.
Approvals
Draft approvals effortlessly and deliver to client’s inbox. Clients can approve requests directly from their inbox. Stay updated on confirmation and delays in approvals
Message templates
Well-defined message templates standardize communication across all of your projects. This makes managing complex projects much easier
Custom Branding
Add your company logo to send visually impressive branded emails to clients
Actionable via Email
You clients do not need to create another account. They can take all actions directly from their inbox.
Mail Tracking
Track sent mails to know when the client has opened and read their message and be better informed.
Smart actions
Improve productivity by leveraging a personal assistant for client communication
Shared inbox
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A single, streamlined platform to address all your collaboration needs.
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Manage Personal, Team and Client communication efficiently.
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Increase ownership and reduce email response time.
Team inboxes
Every department - sales, marketing, accounting, etc., can have their own group email for close and personalized collaboration
Common inbox for Clients
Share a common email with clients which they can use for all conversations with the agency
Advanced filters
Easily sift through all emails across different inboxes using specific filters
Team collaboration
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Easily review and provide feedback as a team
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Increase efficacy of collaboration by facilitating internal discussions
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Stay updated on progress on-the-go without having to follow-up.
Assign conversations
Assign emails to either yourself or a team member to ensure that workload is shared effectively and ownership is clearly assigned.
Internal comments
Communicate and coordinate with other team members through internals notes that are only visible to your team. You don’t have to flood other members’ inboxes with repetitive follow up emails. Simply add comments and notes for them to see.
Open or close threads
Close conversations when they have concluded, so you can focus only on threads which need your attention. This eliminates confusion and increases productivity.
Follow conversations
Have visibility into your teammates' conversations and ensure that you’re kept abreast of all the latest updates.
Reminders
Never miss acting on an important email again! Set a conversation to ‘snooze’ mode to receive reminders.
Project Management
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Delegate and organize tasks easily
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Collaborate with other team members
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Track progress on-the-go
Task comments
Participate in conversation threads pertaining to a specific task within the task itself and stay updated on the task progress
Task status
Use standard statuses such as To do, In progress, etc. or create custom statuses to label your tasks.
Time tracker
Use the time tracker to record each second you spend working on a project or a task
Kanban Board
Use a Kanban board to have an overview of tasks based on Status or phase
Assign tasks
Use the Assign Task feature to smoothly allocate work to your team members from within the software, rather than notifying them via emails.
Notifications
Stay updated on task updates, new assignments and alerts from your Inbox
Filters
Use various client and project based filters to sift through multiple tasks and effortlessly find the information you are looking for.
Due dates
Use Due Dates on tasks to allot deadlines. Team members get a time estimate to complete their tasks, thus delivering a project on time.
Sub tasks
Use Sub tasks to break down tasks into small actionable steps, increasing the overall speed, productivity, and efficiency.
Attachments
Use ‘Attachments’ to add documents from your computer or third party applications like Drive or Dropbox while relaying jobs to team members.
Description
Add task Description to convey your task expectations and details the assignee.
Group tasks
Use various segregation labels based on clients, projects, due dates, assignee, or status to group your tasks. Group tasks offer a flexible way to organize your tasks and get work done systematically.
Time Tracking
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Track time with ease and flexibility
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Manage and budget time for multiple tasks efficiently
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Enable increased transparency for managers, clients and employees with time logs
Flexible time tracking
Each employee will have a timer, that can be started at the beginning of any task. All time entries are aggregated based on client, project and employee into timesheets
Bulk time clocking
Manually enter time spent on multiple tasks at the end of each week or day, instead of at the beginning and end of each individual task
Time logs
You can see the history of all the time entries of projects and tasks and know who worked on the task and when they worked on it.
Budgeted time
Set a budgeted time for a project, task or users so that the work can be planned accordingly and delays can be avoided.
Browser extension
Use the chrome extension to track time spent on a task, on-the-go, without having to open the app.
Invoicing (coming soon)
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Create invoices easily and efficiently
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Track invoices sent to clients
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Templates and direct payments simplify and speed up the invoicing process
Easy Invoices
Create both time based and generic invoices for your projects, in no time. Clientflow calculates final invoice amount based on all time entries for that particular project.
Invoice tracking
Send invoices to clients directly within the tool, as well as track delivery and open rates. All conversations related to the invoice can be viewed within a single thread.
User based invoices
Create project invoices based on time spent by all team members with different billable rates. Clientflow pulls in all time entries for the user and calculated the invoice amount.
Invoice Templates
Create a template for client invoices, so you can create and schedule recurring invoices effortlessly, without having to create an invoice for each client from scratch.
Direct Payments
You can create invoices in Clientflow and let your clients pay you directly from the invoice through a payment gateway.
Resource Planning (coming soon)
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Plan Projects and Tasks based on Timelines using Gantt charts.
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Determine who is available to take on more work with a glance
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Deliver projects on time regardless of shifting deadlines and goalposts
Resource Allocation
See at a glance how much work each team member has and reassign or adjust tasks accordingly
Gantt Charts
Use Gantt charts to plan projects on a timeline. Keep a track of the task progress and be aware of bottlenecks.
Drag and drop scheduler
If you do need to reassign tasks, you can easily do so with the drag and drop scheduler. Manage entire workloads with tremendous ease
Task dependencies
Set dependencies, so one task is completed before the next can begin, in order to create a specific sequence of tasks and ensure that workflows function smoothly.
Workflow templates
Identify and manage tasks and projects using pre-build templates to help you get started quickly
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