ClientDash AL

ok_app_co_clientdashal_web_header_logo ClientDash “Agency License” is a complete Customer Relationship Management, Project Management, Accounting and Billing solution that is a great fit for almost any website, app development company or freelancer. ClientDash is built with a clean, modern, and user friendly UI design that will help you look more professional to your customers and help improve business performance at the same time by utilizing all the great built in features.

Project Management

You can easily track your project by adding comments, attachments, tasks, bugs, milestone, private and public notes, project wise invoice, time management to track your activity. With most features you can set your goals like initial app deposit/down payment, expenses, invoice, tasks, bugs, etc to complete projects from start to finish by date with a visual progress status meter. You can also export and import project.

Invoice Management

You can easily create and manage invoices with more than 6 payment gateways. You can set invoices by recurring, send overdue invoices, payments, invoice payment reminders, refund issues and much more.

Sales and Transactions

Sales and transaction are important in several ways:

  • Keep track of leads in one place and easily follow their progress.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto-import tickets and leads
  • Custom fields can store extra information for customers, leads , deposit, project and more.
  • Follow-ups, reports, notes, files and many more features.

Your Business needs to focus on customers, ClientDash does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or delegated staff members with one click, reminders can be sent via email and the built in notification system. These features and more can take customer satisfaction to the next level.

ClientDash has many features designed to fit many applications… Read more about the features below and try the demo to see how ClientDash can help you run a successful Mobile Development company.

ClientDash is the most complete and easy to use Invoice, Customer and Project management system available for website design, mobile app development companies and freelancers. Features rival some of the other biggest software providers on the market. Host the application on your own website or in-house server.

ClientDash Product Comparison:

ClientDash – Pro

  • Project Management
  • Manage Project Comments , File
  • Manage Assign Project Tasks
  • Tasks Management
  • Lead Management
  • Opportunity Management
  • Client Management
  • Income Management
  • Expense Management
  • Invoice, Estimate, Billing System
  • Support Ticket Management
  • Goal Tracking
  • Create custom fields
  • Internal Email
  • User Management
  • Plus Many Additional Features…

ClientDash – Lite

  • Client Management
  • Income Management
  • Expense Management
  • Invoice, Estimate, Billing System
  • Tasks Management
  • Lead Management
  • Support Ticket Management
  • Internal Email
  • User Management
  • Plus Many Additional Features…

MULTI LANGUAGE SUPPORT

  • Add Any Language Required
  • Add Your Own Translations
  • Activate / Deactivate Languages
  • 70+ Languages Available

Project

  • Assign Project to One OR Multiple Staff
  • Assign Task to One OR Multiple Staff by Project
  • Mark Project Progress
  • View Details and Comment
  • Staff can Comment and Attach Files
  • Multiple Attachment from both Admin and Staff

TASK

  • Assign Task to One OR Multiple Staff
  • Set Estimated Hours Required
  • Mark Task Progress
  • View Details and Comment
  • Set Task Status
  • Staff can Comment and Attach Files
  • Multiple Attachment from both Admin and Staff

Lead

  • View Details and Comments
  • Manage Call
  • Manage Meetings
  • Staff can Comment and Attach Files
  • Multiple Attachment from both Admin and Staff

Opportunity

  • Assign Task to One OR Multiple Staff
  • View Details and Comment
  • Manage Call
  • Manage Meetings
  • Staff can Comment and Attach Files
  • Multiple Attachment from both Admin and Staff

Transactions

  • Store Deposits in your account
  • Store Expenses in your account
  • Transfer amount to any account
  • Calculate Income vs Expense
  • View Detailed Reports

MAILBOX

  • Configure Mailbox’s
  • Send Emails to any Employee
  • Send Emails to any external Email address
  • Compose
  • Inbox
  • Draft
  • Sent
  • Trash

MORE COOL FEATURES

  • Easy User Interface
  • Beautiful Dashboard
  • Very Easy Branding and Setup
  • Easy Tab Interface
  • One Click Database Backup

AGENCY LICENSE PRICING

  • ClientDash Lite – $889 (self-hosted)
  • ClientDash Pro – $1,889 (self-hosted)
  • ClientDash Pro – $150/mo (12mo lease paid semiannually)
  • ClientDash Open Source – $2,489