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Product Updates Archives - Clientrol

April 3, 2019 by Marc

Product Update – Manager Reporting, Integrations & Direct Time

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

October 18, 2018 by aloudmin

Product Updates – 18 October 2018, A “Bundle” of new features!

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

September 18, 2018 by aloudmin

New Product Update – Bundle Pages

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?

September 14, 2018 by aloudmin

New Product Feature – Notification Groups

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

November 9, 2017 by aloudmin

Product Updates – 11/09/2017. Archiving Requests, New Recurring Plan Feature.

  We are delighted to introduce the following updates to Clientrol – 11/09/2017. Archiving Requests. You can now archive your Requests! Keep your dashboard clean and move any completed requests to the Archive. They will not be deleted from the system if they are closed and charged to the client. Recurring Plan – Add Support

November 3, 2017 by aloudmin

Product Updates – 11/02/2017. Stripe, Extra Blocks, More Customization.

  We are delighted to introduce the following updates to Clientrol – 11/02/2017. Stripe Integration. Stripe is now available as a payment processor for your client to purchase support time. To setup, go to your Dashboard > Settings > Payment and Select Stripe. Please add your Publishable key and Secret, these are available within your