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Description
Clientlex is a customizable software solution designed for agencies and digital service providers, consolidating various functions such as service sales, client onboarding, project management, communication, billing, and reporting into a single platform. This tool empowers agencies to establish their own branded storefronts, facilitate payment processing, execute intake and approval workflows, oversee client projects and document management, interact through a collaborative portal, keep track of billing and subscriptions, and assess business performance. Its primary aim is to eliminate the chaos of using multiple disjointed tools by providing an all-in-one client management system that enables agencies to efficiently market their services, deliver projects, and nurture client relationships, all while maintaining their unique brand identity. By streamlining these processes, Clientlex enhances operational efficiency and fosters stronger connections with clients.
Description
Utilize the Strata Platform to strategize, launch, enhance, and oversee billing and financial aspects of all your campaigns across various media types from a single, unified interface. Our centralized platform, coupled with an open integration architecture, empowers you to manage your media dynamically in a manner that suits your needs best. Oversee the complete media workflow, encompassing everything from digital and television to print, out-of-home (OOH), and radio channels. Monitor your budgets, evaluate the return on ad spend, and re-aggregate reach to effectively pinpoint your brand’s target demographic. You can rely on our on-demand customer support at every stage of the process. Streamline operations and reduce friction by automating workflows from the planning phase all the way to reconciliation. Seamlessly integrate with third-party systems and vendors to lessen the burden of unnecessary manual tasks between platforms. Take charge of your media finances with solutions that are specifically tailored for agencies. Additionally, create a personalized buying ecosystem through our API-based integrations with various suppliers, data sources, financial institutions, and technology providers, as well as your in-house solutions, ensuring a comprehensive approach to media management. This holistic management capability not only enhances efficiency but also supports the unique needs of your agency.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Adventr
FreeWheel DemandSuite
FreeWheel SupplySuite
Google Analytics
Google Drive
Google Tag Manager
KNOREX XPO
Looker
Mailchimp
Integrations
ActiveCampaign
Adventr
FreeWheel DemandSuite
FreeWheel SupplySuite
Google Analytics
Google Drive
Google Tag Manager
KNOREX XPO
Looker
Mailchimp
Pricing Details
$49/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clientlex
Founded
2026
Country
United States
Website
clientlex.com
Vendor Details
Company Name
FreeWheel
Founded
2007
Country
United States
Website
www.freewheel.com/strata
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking