With Notification Groups, you can really personalise the notifications sent to your clients when a Request is Open, Working or Closed. You can create a default Notification group for all your clients or different groups depending on their retainer level. When you are adding a new Client retainer, you can select the contact and the
Client Accept is a cool feature when you want your client to approve when a Request has been completed, before time is removed form their account. This gives the client a lot more control over Requests and they an accept when they are 100% satisfied with your work.
Hey Folks, We have added in some new product updates for you to manage your client retainer, let me tell you all about them! New Bundle Plan Pages Bundle Plans are a great way for you to sell your services as bundle retainers to your clients but what happens if you have lots of bundles
Hi Folks, we have introduced a new update to the Hour Blocks. Instead of the default 1,3,5 Hours – You can now rename the blocks to your different service offerings and also add in a description. This means you can create your own products based on your services e.g Basic Service, Silver & Gold. We have
Many digital marketers search for the winning formula for creating a successful ad campaign. Unfortunately, many of them are not successful. Nevertheless, this does not mean that a winning formula doesn’t exist. As a matter of fact, these so called “digital nomads” create failing ad campaigns because they copy other unsuccessful marketing campaigns and put
Client Retainer Software – Building Client Trust For many of you today operating in e-commerce or any other online business with a large client base, you may find it hard to retain customer value. Reoccurring customers are an essential element to any business model for producing positive cash flow. However, as your client base grows
Hi everyone, first up – apologies for the lack of blog posts, I become a father recently and between working on Clientrol 24/24/7, it’s taken until now for me to get some free time to start blogging again, so what better topic to start off with than Working Freelance with a New Baby! So what
In theory, both Requests and Tasks are essentially Tasks, work carried out on behalf of a Client. But having a distinction between the two gives more control over your work flow. Requests We consider a Request to be a once-off, like when a Client calls you, emails you or texts you to do something. For
We are delighted to introduce 2 new Dashboards for Administrators & Clients. The Admin new dashboard shows all your clients at a glance – here you can see any requests that need to be actioned with the red notification in the top corner. You can also see the client’s plan – number of remaining hours,
You’ve got the project! you’ve got the look and feel! you’ve spent all that time editing! you are ready to go live! But wait! you are still waiting for the content…. which can and will take forever holding up the entire project and your other work. So how do you get around this? try our