ClientSpot is an online project management software that helps businesses have a complete overview of what is happening to their projects, teams, and time. It is a project management and time tracking software that is best for small to medium-sized businesses that have a remote workforce or virtual teams. Because it is web-hosted, it is easily accessible and affordable to startups, freelancers and other non-commercial organizations. It is software made easy enough for all types of users with just minimum training, so companies can go right away doing their business instead of figuring out how to use the software or spending more on training.
Features, Benefits, Strengths
- Project Status and Scheduling – Project managers are able to see instantly the status of every project through the project list dashboard. They can see if a project is close to the deadline or running late. They know who is responsible and who to follow up. Filters can be used to sort by client, status, due date or project owner. Graphic indicators automatically tract time or budget to give information before it becomes critical. It has built-in tools to help schedule team availability and workload. Project calendars can be shared with team members and published through other calendar applications.
- Time and Conversation Tracking – Users can enter time manually on tasks or use the automatic Task Timer with ClientSpot. Time entries can then be made into reports using different filters such as by client, by team member or by a specific time period. These time reports can be integrated with other invoicing or accounting software such as QuickBooks to create professional-looking invoices. But not only time, conversations regarding the project can all be tracked and kept in one place. This makes sure that all pertinent information is available to keep the team on the path to achieving the project goals.
- Collaboration, Document Sharing and Client Management – Team members, subcontractors and clients can all collaborate directly within the software through a special project email address. No communication has to be lost to prevent the project from becoming successful. Internal users and external participants can all collaborate on specific projects based on access rights they are granted. Online documents can be created, reviewed, revised and tracked by all project stakeholders. A customizable database can be created to manage client information and track its activity. The application is accessible also via mobile devices and smartphones.
ClientSpot offers four paid plans, namely the Bronze, Silver, Gold and Platinum plans. All plans include unlimited users and clients, SSL data encryption, and email integration. What differs is the number of active projects that can be worked on as well as the online storage for documents. For example, the Bronze plan at $29 per month which is recommended for small teams allows for 25 active projects and 2 GB of online storage space. The Silver plan at $49 per month offers the best value for bigger workgroups, as it allows for 75 active projects and 5 GB of online storage. A 15-day free trial period is offered.
Social Network Presence
ClientSpot is ideal for small to mid-sized businesses with remote teams. It is also highly suited for consultants and freelancers offering time-based professional services. Project managers and team leaders will find this online project management and time tracking software a valuable tool in staying on top of projects, teams, and collaborative efforts.
This online project management software is available in English.
Some of their Clients
Clients include Agency MABU, Andrea Kalli Virtual Trainer and Assistant, LLC, Candy Apple Design, and other graphic designers, virtual assistants, and creative agencies.
Mike Mabin of Agency MABU described ClientSpot as an investment that definitely paid off. By converting seamlessly to this project management and time tracking software from previous time tracking systems, the Agency was able to get approval from a federal auditor to validate their capability to fulfill a multi-million dollar US Army contract.
Elizabeth Busch-Sanford of Candy Apple Design stated that she now is able to save more time, get less stress and bill more clients accurately especially with the software’s Task Timer. She expressed her thanks for a wonderful service from an invaluable product.
Businesses and individuals who charge on a time basis definitely require a time tracking application to stay profitable. ClientSpot provides more than just time tracking with its project status, centralized collaboration, shared documents and calendars, and other productivity tools that will help manage the business and its resources with less effort, greater accuracy, and better organization.
ClientSpot is a product of ExtremePlanner Software, a San Diego, CA-based company founded in 2004. Aside from ClientSpot, their other product is ExtremePlanner, a web-based agile project planning software. The people behind the company decided to develop these two products based on their own frustrations while working in various software development projects. They believe that with their software products, businesses and organizations with virtual teams can now collaborate more effectively and succeed more often with their projects.
Explore Additional Project Management Resources
Learn more about project management by exploring the following project management software reviews & project management software comparisons including Monday.com vs Jira, Monday.com software review, Aha! Software or Agile vs Waterfall.
Featured Partners: Project Management Software
monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.
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