- Agencies and Freelancers: Manage multiple clients and projects with centralized communication and data tracking.
- Small to Medium Businesses: Organize client history, tasks, and project details for improved collaboration.
- Professional Service Providers: Consultants, marketers, and legal teams benefit from streamlined workflows and better client satisfaction.
- Teams Needing Workflow Automation: Automate repetitive processes for efficiency and consistency.
- Startups and Entrepreneurs: Track client deliverables, schedule meetings, and simplify client onboarding.
How to Use ClienTask App?
- Sign Up and Create Client Profiles: Start by adding clients and entering their information into the platform.
- Assign and Track Tasks: Distribute project-related tasks, monitor progress, and set deadlines.
- Communicate Seamlessly: Use the integrated messaging hub to keep all conversations and files organized.
- Generate Invoices and Schedule Meetings: Leverage built-in billing and scheduling tools for quick admin tasks.
- Centralized Client Data: All communications, histories, tasks, and files are organized for quick reference.
- Automated Task Workflows: Save time with customizable task and notification automations.
- Integrated Billing and Scheduling: Handle appointments and invoicing without switching platforms.
- Customizable Dashboards: Tailor workspaces to fit team or individual needs.
- Scalable Platform: Works for freelancers and large teams alike, adapting to business size.
- Automates repetitive client management tasks efficiently.
- Offers seamless team collaboration and task tracking.
- Centralizes client interactions for easy access.
- User-friendly dashboard, quick onboarding for new users.
- Limited advanced features compared to full-scale enterprise CRMs.
- Requires manual data input, especially during initial setup.
- Effectiveness depends on regular data updates.
- Some integrations and automations may require premium plans.
Entry
$ 25.00
1 AI report per month
Basic invoicing
Basic
$ 50.00
3 AI reports per month
Invoice generator
Advanced analytics
Pro
$ 80.00
2 team seats
5 AI reports per month
Invoice generator
Advanced analytics
Platinum
$ 150.00
3 team seats
Unlimited AI reports
Invoice generator
Advanced analytics
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
If you have any suggestions or questions, email us at hello@aitoolbook.ai