We are delighted to introduce a new product feature called: Form Tags. Clientrol allows you to create unlimited custom request forms so you can capture everything your client needs at once. You can have a single form for everyone or build our different forms for clients. Now we have introduced Form Tags which allow you
Delighted to announce we now have an app integration for QuickBooks. The integration overview video will show you how the integration works and how to add Quickbooks to your Clientrol account. What is QuickBooks? QuickBooks is an accounting software package developed by Intuit Software. QuickBooks products are geared mainly toward small and medium-sized businesses and
Web development can be a tough gig – a busy industry, everyones’ gran knows how to install WordPress. You just want to deliver a beautiful website for your client and ignore the BS. So what happens when you have worked all those hours, checked every pixel and the website is launched! Hurrah!.. then the emails
Hi everyone, Hope you are all safe and well! I’m excited to tell you about some new features we have added to Clientrol this month! Schedule Bundle Date A client can signup to one of your service packages, any day and any time..but if they signup on the 13th of a month this means their
The BIGGEST challenge working remote is managing ALL your clients without face to face. Clientrol will help you manage ALL your client work requests & GET PAID Sell Service PACKAGES as ONE off or MONTHLY Retainers + PREPAID support Contact us for a FREE demo.
Hey there, Here are some product updates we have launched this week Prepaid Hour Plans Discounts We have introduced a new % discount available for Prepaid Hour Plans. Say you offer prepaid support at 5,10 and 20 hours for $100 per hour but you want to offer a discount to your clients if they purchase
Hi Folks, We have made a number of awesome updates to Clientrol Team & Agency versions, let’s jump right in! Manager Reports With Clientrol Team and Agency versions, you can assign a Manager to a Client so they can work on Requests or Projects. Managers can be internal or external contractors, Clientrol is great to
Hey everyone, today we are featuring our #whatsyourproblem series to find out what problems Clientrol can solve! In this post we are featuring Samantha who works as an independent Marketing Consultant. However Samantha does a LOT more than Marketing is always on hand to offer her assistance to her clients who value her and she
Hey everyone, Hope you are having a busy year! We are constantly working and improving to improve our platform and we have updated a load of new features, let’s jump straight in! New – Admin & Client Dashboards We have updated the Admin and Client Dashboard, reducing and removing unnecessary clutter and making
Bundle Client Retainers are a great way for you to offer a bunch of services to your clients for a fixed price. Your client can purchase Bundles as a once off payment, monthly or annual subscription. What happens if you have a LOT of Bundles or if you want to offer them to specific customers?