ClientSpot Features

Keep your entire team on the same page

Project Status

See everything about your company at a glance

Keep track of current status, who's working on what, and when it's due

Review projects by client or status, sort by due date, owner, or project

Stay under budget with automated time and budget tracking

Project Details

Keep tasks, files, and conversations all together

Add tasks with due dates and assign to team members

Send tasks, comments or files to a special project email address

Share files, create and revise documents online

Comment on issues, keep discussions in one place

Reuse common projects and tasks as templates

Time Tracking

Record time that staff and contractors spend on tasks

Report time by client, team member, or project for any time period

Log time entries directly, or use the handy automatic Task Timer

Integrate with QuickBooks and FreshBooks software for easy invoicing

Calendar View

View project deadlines for streamlined planning

Publish project and task deadlines to Outlook, Google Calendar and more

Built-in scheduling tools for team availability and workload

Share project and task deadlines with your team or clients

Teamwork

Collaborate with Team Members, Subcontractors, and Clients

Permissions let you control which projects people can see

Let clients login and check their project status - you control what they see.

Setup team members or subcontractors under your company

Custom Lists

Track Just about Anything with Customizable Lists

Export to Excel to use in other software

Create lists to track leads, contacts, expenses and more

Import data from any spreadsheet