Search results for ClientLook

ClientLook is a cloud-based CRM system that combines contact management, project collaboration and corporate social networking in one integrated solution.

Clientbook is a desktop and mobile app that makes client management easy for thousands of retailers nationwide through our AI-powered features. Clientbook includes all of the features you’d expect from a top CRM, including messaging, client management, automated reminders, and review requests—but with the added benefit of an AI assistant built to simplify the sales process. With Clientbook’s Smart Assistant, retail sales associates will receive daily suggestions informing them which clients are most ready to buy. By combining in-store data with AI, retailers can create powerful and personalized marketing campaigns at the touch of a button.

ClientLoop is client portal software that centralizes document collection and management in a branded workspace. Businesses can request documents, forms, and information via a single magic link, eliminating passwords or app downloads. Document sets can be reused for multiple clients, and forms include validation and auto-save. Automated reminders follow a customizable schedule until all files are received. The platform supports bulk onboarding through CSV uploads and integrates with tools like Calendly, Asana, Slack, and Zapier, alongside a REST API for custom workflows. Security features include virus scanning, encrypted storage, GDPR compliance, activity logging, and role-based access. The client-facing interface works across devices using magic-link authentication, and businesses can customize the portal with their logo, brand colors, and domain for consistent branding.

ClientRoom is a client onboarding platform for agencies to collect files, information, and approvals in one structured workflow. Each request acts like a guided checklist for your client, reducing back-and-forth and making expectations clear from the start. ClientRoom is designed specifically for small agencies that need a simple, reliable way to onboard clients without building custom processes using multiple tools.

ClientRoots is an all-in-one marketing toolkit built for UK small businesses. Clean your email lists, Write social captions, build compliant SMS campaigns, request reviews, raise invoices and organise leads, all from one login. Start free, no card needed. Plans from £29 per month.

Clientlo is a browser-based WhatsApp CRM and case management tool for service teams of 3–30 staff. It helps businesses manage enquiries from one business WhatsApp number with named case owners, working-hours deadlines, follow-ups and outcomes. Managers can oversee assignments and transfer approvals. Teams can track document checklists and prepare versioned quotations with calculated totals and PDF output. Replies are handled by people. Product access and pricing are arranged through a demo at clientlo.com.

Centrex Software is a business/consumer finance dedicated CRM/ERP software platform for brokers, funders and investors. From proprietary esign technology, client/broker/investor portals, pipeline management, SMS, email marketing to integrations with ACH processors for portfolio servicing, investor payouts, accounting, multi-company management, phone system integrations and pulling credit reports, Centrex Software brings multiple technologies all under one roof.

Beautiful, simple value-based pricing to eliminate any doubts!

Through its own B2BX cryptocurrency exchange, B2Broker aggregates other cryptocurrency exchanges, non-bank liquidity providers, Forex brokers, cryptocurrency brokers, OTC orders of institutional clients, hedge funds and thousands of client-broker orders. This enables us to create the deepest liquidity pool in the industry.

Every Amazon payout bundles sales, referral fees, FBA fees, storage, refunds, reimbursements, marketplace tax and sometimes a reserve into one deposit. Booked as a single "Amazon income" line, the P&L is wrong before you start. Split it by hand and it costs an hour or more per client, every settlement. SkuSum reads the Amazon Settlement Flat File V2, plus Orders and a cost file if you want per-SKU profit, and produces two things: a profit-by-SKU breakdown after fees, ad spend and cost of goods, and a balanced double-entry journal ready to import into QuickBooks or Xero. What sets it apart is what it does when it is not sure. Most tools force every line into the nearest category so the total balances and looks clean. SkuSum treats that as the failure mode it is: a balanced journal with a wrong line inside it is worse than no journal, because nobody catches it. An unmapped fee type, an unrecognized SKU, or a missing cost row is flagged and the export is blocked until it is resolved, rather than silently absorbed. Everything runs locally in the browser. No file is uploaded, there is no Amazon login, and there is no API connection to your accounting software. Close the tab and the data is gone. The mapping was built and reviewed with practicing ecommerce bookkeepers and checked against real settlement files from US, UK, German and Indian sellers. Pricing: Free Local at 0 dollars for the profit-by-SKU view. Founding Pro at 49 dollars one-time lifetime, unlocks the journal, workbook, line-item and review-bucket exports. Bookkeeper Founding at 199 dollars per year, includes client-work rights.