Easy online project collaboration for freelancers and virtual assistants
Tour
Watch a 5 minute video demonstration (with sound)
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A quick tour of ClientSpot features:
| Overview See all upcoming deadlines and events for the week at a glance for your clients and projects. You’ll also see a list of any tasks that are assigned to you personally. |
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| Projects The Projects view shows a list of all your projects and deadlines. You and your clients can see project status at a glance, along with the hours worked to date on the project. You can also see a list of tasks across all of your projects. Use project templates to quickly setup recurring projects and tasks. |
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| Tasks and Reminders You can add as many tasks as you like to a project. For each one, you can assign a person responsible and a deadline (optional). You can also log hours worked here to quickly keep track of time spent on each task. You can also have automatic reminders sent to the person responsible, the client, or the entire project team. |
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| Time Tracking and Reporting You can quickly see what you and your team have been spending time on, broken down by client, person, or a specific date range. Export time reports to Excel or to QuickBooks for easy import for invoicing and billing. Support for retainer hours makes managing retainer clients a snap. |
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| Comments and File Sharing You and your clients can upload files or make comments on a project to keep everything in one place. No more searching through old emails trying to find the latest version of a document. |
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| Shared Calendar See a monthly calendar view of project and task deadlines, or add events for you or your clients that aren’t project-specific. Share your calendar with Outlook 2007, Google Calendar and more. |
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| Collaborate with Multiple Clients and Subcontractors You can give access to your employees or subcontractors as well as to your clients’ employees. Clients only see information about their own projects. You can also limit subcontractors to only see certain projects and only their hours. |
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| Email Notifications Get instant notifications by email when clients add comments or files to a project. You can also be notified on task or project updates. |
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