ClientFlow: A Comprehensive Project Management Solutions Provider

A good communication is the extension between confusion and clarity, and teamwork is the core of incredible success. This phrase is valid in so many ways, especially when taking a part and working on collaborative projects. By considering all this, it’s the major objective to ensure the customer’s satisfaction and the best methodology when an individual is in the business world.

In an interview with Insights Success, Abhinav MarlaProduct Manager of ClientFlow shares his experience and gives resourceful insights. In addition to this he has also shed light over ClientFlow, its products and motto of the organization along with the future goals in revolutionizing the industry.

Below are the highlights of the interview conducted between Abhinav and Insights Success:

Give a brief overview of the company, its uniqueness and its vision. 

ClientFlow is an integrated platform that brings Shared Inbox Management and Project Management together. With ClientFlow, You can manage your Personal Email accounts as well as Shared Email Accounts with your Team on one platform where you can assign work and collaborate-in-content. ClientFlow helps managers have an overview of their team’s activity and give essential information when necessary through comments.

Following is the feature list:

  • Single Platform to manage Personal and Shared Email accounts.
  • In-built Client and Project Management
  • Task Management and Time Tracking.
  • Message Templates and Mail Tracking
  • Assign conversations to Teammates and Follow conversations to receive updates.
  • Internal Comments
  • Snooze, Schedule Conversations
  • Automated Approval Reminders
  • Client/ Project Overview
  • Project Templates
  • Integrations through Zapier

See all features here

What makes ClientFlow unique is the fully functional Task and Time Management Module that is tightly integrated with the Inbox Module which ensures that all your work is on one Platform. On top of it, there is a layer of Client and Project Management which helps teams have all their work organized based on Clients and Project.

ClientFlow envisions transforming email based collaboration in client service teams.

 What are the cutting-edge automation solutions/services offered by ClientFlow? 

ClientFlow provides the following automation solutions:

Easy Approval Tracking: 

You can send Custom Branded Approval Requests to Clients via Email. Clients will be shown the due date and have clear options to Approve or Reject. As you send approval requests to multiple clients, it becomes hard to monitor and track them. ClientFlow provides a Dashboard where you can have an overview of the approvals based on status. You can send Approval Reminders or Set an Approval Reminder to be sent based on a rule. This helps Teams save hours of time per week on back and forth communication with clients related to Approval requests.

Message templates: ClientFlow provides Pre built Message Templates ranging from status updates to invoice reminders based on best practices. Users can also create custom templates for their organization. Using Message templates saves time on composing emails especially when there is a lot of recurring communication in the organization.

Project Templates: Teams can create Custom project Templates based on their workflow and save time on creating recurring tasks.

Describe the experiences, achievements or lessons learnt that have shaped the journey of the company. 

We started off as an approval management solution that would help agency-client communication. Having decided that there was a lot of scope to expand the business horizontally, we ventured into shared inbox management and eventually task management and time tracking. Even in the initial stages of the product, we saw a lot of usage on a daily basis.

We have learnt that products with high adoption need to be UX-driven. Hence, we spent a lot of time on enhancing the User Experience.

What are the challenges faced while providing automation solutions and how is ClientFlow serving to tackle them? 

We have learnt that there is a cost associated with switching from one solution to another in the automation space. Users tend to adopt a new solution only if a solution boosts the efficiency drastically (10x) compared to their existing solution. We always keep that in mind while designing the product.

What according to you could be the potential future of services automation and how does ClientFlow envision sustaining its competency? 

We believe that users of service automation software will move towards integrated solutions that are customizable to their workflow.

About the Leader 

Abhinav has acquired his Bachelor of Engineering (BE) in Electronics and Communications Engineering. After his degree, Abhinav worked with ReportGarden, an agency management solution on creating a suite of tools such as Reporting, Budgeting, Invoicing, Proposals, etc. that help Service businesses automate their workflow. He worked with a small cross functional team through which he learnt a lesson of how to take ownership of work and earned experience in various fields including Marketing (SEO, PPC, Email & Content), UX Design and Sales (Prospecting, Deal making & Success).

Abhinav is passionate about building and scaling products that have a positive impact on people’s lives. He looks forward to contribute to companies that encourage high ownership of work across departments that would help him to develop his analytical mindset, problem-solving and communication skills.

URL: clientflow.com

Source: The 10 Best Professional Services Automation Solution Providers 2018

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