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Professional
Service
Automation
Platform

Designed to help service-based businesses manage their core processes, including project management, resource allocation, time tracking, billing, and more, all from a centralized platform.

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Main features

A Complete Business Management Platform.

One Platform to manage your entire project lifecycle from initial contact to project delivery, billing, and analysis.

Centralize Your Client's Activity

Our centralized system provides a single source of truth, streamlining operations, improving communication, and eliminating redundancies. This leads to greater focus on core tasks, while enabling scalability and fostering long-term success.

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Bolster your back office automation

Powerful Back-Office Automation

Eliminate manual workflows with built-in automation tools that handle invoice generation, payment reminders, time tracking, and contract management. Free up valuable time to focus on high-impact work while ensuring that billing and administrative tasks run smoothly without constant oversight.

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Self-Service Experience

Clients can log into their own portal to view and approve quotes, sign contracts electronically, track the status of projects, and manage payments. Clients can access their history, track the status of deliverables, and communicate with the business directly, reducing friction and improving the overall relationship.

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Streamline and Simplify Your Business Operations

All-in-one communication and workflow management to keep your team aligned, projects on track, and resources in check. From tasks and CRM to invoicing and reporting, we connect it all—so nothing falls through the cracks. Whether you're scaling fast or staying lean, we help you run your business like a pro.

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Workflow Automation

Simplifies scheduling and fulfillment by automating appointments, optimizing workflows, and ensuring seamless coordination—so you can focus on delivering exceptional service.

Share tools quickly and confidently in minutes

Increase Operation Efficiency

Simplify the quote-to-cash process by reducing manual data entry, eliminating unnecessary steps, and saving time on administrative tasks.

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Enhanced Client Experience

Enhanced Client Experience

Provide clear and timely updates throughout the project, simplifying invoicing and payment collection to improve customer satisfaction.

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Maintain compliance and control your apps

Improved Cash Flow

Accelerate collections by automating and simplifying the quote creation and approval process, leading to faster payments and improved cash flow.

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Focus On Core Business

Prioritize your core business activities rather than spending time on managing payment processing and compliance issues.

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Keep It Together

Back-office Operation

Manage all aspects of your business in one place. Streamline workflows and reduce time spent on administrative tasks.

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Tasks & Project Management

Your work, from start to finish. Across projects and clients.

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Communicate & Collaborate

Chat, discussions, notes, and comments for team and clients.

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Workload & Productivity

Track your time and keep an eye on the health of your business.

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Estimate & Invoicing

Manage your billing & invoicing like a pro and accept payments faster.

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Proposals & Contracts

Easily create, manage, and track your proposals and contracts.

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Scheduling & Calendar

Manage your calendar, and let clients schedule appointments.

The Software backbone of Service-based Business appostrof

Streamline Your Workflow & Supercharge Cashflow, All in One Place.

Website Builder

Grow Your Brand, Not a Marketplace.

Smart Booking tool to grow your online business

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Website Templates

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Custom Domain

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Galleries & Portfolios

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Appointments & Booking

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Events & Workshop

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Calendar Sync

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Collect Payments

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Features For The Entire Client Lifecycle

Projects
Tasks
Email
Chat
Files
Calendar
Web Forms
Appointment
Pipeline
Services
Invoices
Payments
Estimates
Subscriptions
Proposals
Contracts
Reminders
Portfolio
Tickets
Knowledgebase
Reports
Time Sheets
Web Builder
Automation
Create Account
Benefits

Automate Quote-to-Cash Process

Faster revenue generation, and reduce admin burden.

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Proposals

Share Tools in minutes with pre-built, customizable templates.

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Quotes

Find out in real time when they’re opened, viewed and signed.

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Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

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eSignatures

Keep your data secure with our legally-binding e-Signature software.

Discover all features

Work Easy, Work Smart

We aim to streamline and automate the various tasks involved in delivering professional services, improving efficiency, and enhancing profitability.

Share tools quickly and confidently in minutes

Centralized Business Management

Keep track of all business activities in one unified platform, eliminating the need for multiple disconnected tools, reducing administrative overhead. From client communications and project timelines to invoices and financial records, everything is seamlessly organized, ensuring smooth operations and easy accessibility whenever needed.

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Review quickly and confidently

Smart Automation To Eliminate Manual Tasks.

Reduce manual effort by automating repetitive tasks such as invoicing, time tracking, contract generation, and payment processing. Spend less time on administrative work and more time focusing on delivering value to clients, improving overall efficiency, and scaling your business effortlessly.

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Maintain compliance and control your apps

Real-Time Insights for Smarter Decisions

Gain a clear understanding of income, expenses, and profitability with detailed financial analytics and reporting tools. Track revenue streams, monitor outstanding payments, and make informed business decisions with real-time insights, simplifying bookkeeping and compliance, reducing the risk of errors and making tax season stress-free.

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Connect every part of your entire business

Elevate Your Brand Presence

Deliver a polished and consistent brand experience with professional-looking quotes, proposals, contracts, invoices, and client communication templates. Maintain credibility with clients by presenting a well-structured, modern, and trustworthy business presence that reflects your expertise and professionalism.

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Solutions for Every Industry

Conquer unique challenges and streamline operations for maximum efficiency.

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Consulting Firms

Utilize project management tools to track client engagements and manage consultant schedules.

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IT Services

Rely on ticketing systems to manage customer support requests and monitor system performance.

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Marketing Agencies

Leverage CRM systems to manage client campaigns and track marketing performance.

Our solutions are best for Freelancers Consultants Event Management IT Services Accountants Developers Influencers Non-Profits

FAQs

Frequenlty Asked Questions

If you can't find the answers you're looking for in our FAQ, please reach out to us through our support forms—we're happy to help!

Still have a question?
  • How does Clientivity simplify my work?

    By bringing everything into one place, acting as a central source of truth for your client information, project details, and payment tracking. No more switching between multiple tools—everything you need is easily accessible from one dashboard.

  • Can I manage multiple clients at once?

    Yes! Clientivity allows you to manage all your clients in one space, ensuring you can stay on top of each project, deadline, and communication without hassle.

  • Can I manage multiple projects at once?

    Yes, Clientivity allows you to manage multiple projects simultaneously. Each project has its own space where you can break down tasks, communicate with clients, and track progress. Everything stays organized and easy to manage.

  • Does Clientivity offer tools for tracking time spent on tasks?

    Absolutely. Clientivity includes a time-tracking feature to log hours spent on each task or independent professionals who need accurate time tracking for invoicing. project, helping you stay on top of deadlines and billing. It’s perfect for freelancers and

  • How does Clientivity improve communication?

    With built-in tools for tracking messages, tasks, and feedback, Clientivity ensures that all your communication with clients stays organized and in one place. This enhances your professionalism and ensures nothing falls through the cracks.

  • Is it easy to get started with Clientivity?

    Yes! Clientivity is designed to be intuitive and simple. Whether you’re tech-savvy or not, you can easily manage your clients and projects without the need for extensive training.

  • Can I access Clientivity on different devices?

    Yes, Clientivity is cloud-based, so you can access it from your laptop, tablet, or smartphone, making it perfect for professionals on the go.

Billing & Invoicing that Improves Accuracy & Maximizes Revenue

Designed for independent pros and business owners, our platform automates billing to eliminate uncertainty, so you can focus on growing your business.

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