Clientility Reviews & Product Details

I like how Clientility keeps my jobs, customers, and payments organized. The ability to send estimates and invoices is really convenient. I particularly appreciate the 'Good, Better, Best' feature which lets me send three estimates at once, making it easier for customers to choose based on their budget. The milestone payment feature is also helpful, as it allows me to spread out payments for long-term jobs that can take up to three months. The initial setup was easy, especially with the help of a sales rep. Review collected by and hosted on G2.com.

I want to integrate with Profit Rhino, and Clientility doesn't have that. Review collected by and hosted on G2.com.

I really like how Clientility allows me to send quotes and invoices that look professional to my customers. It helps me maintain a polished image and keeps everything organized within the system. This functionality is particularly helpful for my handyman business. Review collected by and hosted on G2.com.

NA, I am happy with how it currently is. Review collected by and hosted on G2.com.

I like that Clientility is affordable and includes all features without needing add-ons. The estimate creation feature stands out for me, especially because it brands my estimates and invoices. I also appreciate that the setup was easy with help from the sales rep, which made the transition smoother from our previous platform. Everything works fine for us, and it integrates seamlessly with QuickBooks. Review collected by and hosted on G2.com.

Nothing. Review collected by and hosted on G2.com.

I use Clientility for my janitorial/cleaning business, and it helps me keep my customers and jobs organized. I like that it notifies customers when I am servicing their place, removing the manual step of having to individually tell them. The ease of use and affordability really stand out for me. We also enjoy the client portal, as it keeps my customers updated on the progress of the job I am doing. The initial setup was very easy, thanks to the one-on-one onboarding with the sales representative. Review collected by and hosted on G2.com.

We want them to integrate with CompanyCam, they do not have that right now. However, I saw that it is coming soon. Review collected by and hosted on G2.com.

I like the milestone payments feature in Clientility. It properly displays the timeline, so customers always know when the next payment is due and what service I will be providing. The initial setup was pretty simple, and the demo was good. Review collected by and hosted on G2.com.

I am content with everything. Review collected by and hosted on G2.com.

I like how easy Clientility is to use, which made the initial setup very easy for my cleaning business. Review collected by and hosted on G2.com.

I need custom reports but they say it is in development. Review collected by and hosted on G2.com.