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ClientFlow

Name: ClientFlow
Rating: 4.5 (2 reviews)

By ReportGarden

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Highlights : About ClientFlow

Common Inbox for Clients

Actionable via Email

Open and Close Threads

Time Tracking

Advanced Filters

Follow Conversations

About ClientFlow

ClientFlow is a project management software with a shared inbox functionality, created specifically for client service teams. The solution helps users stay on top of their email conversations, manage tasks, and control their timesheets within a single, unified environment. With ClientFlow, teams become more efficient in collaborating and communicating with each other while managers simplify the way they create and manage tasks, organize projects, and monitor progress among others. Communication within teams and with clients are all a breeze as every email is shared and accessible, thanks to ClientFlow’s Shared Inbox feature. Communication, approvals, and responses are standardized, customized, and if need be automated, speeding up the communication process which then results in increased productivity and overall efficiency.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Client Communication

Message Templates

Actionable via Email

Smart Actions

Common Inbox for Clients

Assign Conversations

Open and Close Threads

Reminders

Task Status

Kanban Board

Sub Tasks

Attachments

Bulk Time Clocking

Budgeted Time

Approvals

Custom Branding

Mail Tracking

Team Inbox

Advanced Filters

Internal Comments

Follow Conversations

Task Comments

Time Tracking

Due Dates

Notifications

Descriptions

Time Logs

Benefits

Shared Inbox

ClientFlow gives you a robust solution that unifies and streamlines both external and internal communication and collaboration processes with a shared inbox functionality. This feature allows you to put all your client-related emails in a single inbox, making it easy for you to create custom and standard responses, manage and approve requests, and automate repeat conversations. All emails placed in the Shared Inbox are visible to all team members. You and other people are able to see incoming emails and conversations in their inbox and they don’t have to switch to the group mail account to know who is saying what. Because communication within the team is centralized, collaboration is much improved. The Shared Inbox functionality eases the facilitation of group conversation, assigning of tasks, and coordination of team members to mention a few.

Comprehensive Project Management

ClientFlow comes with a plethora of tools that help you create projects and organize the details long before you and your team start to work. From assigning tasks to setting due dates and deadlines to providing description per project and task, ClientFlow lets you do all that without any hiccup. Each person works at a pace of their own. With ClientFlow, you and other team members can personalize your respective dashboards, modifying it to show project details, status, tasks, and schedules that are relevant to your work, allowing you to plan and execute accordingly.

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