SuperOkay offers freelancers, agencies, and service providers, an easy-to-use white-labeled dashboard where you and your client could keep all the important project information, docs, apps, files, and assets in one place.
If you’re doing marketing, design, or development for clients, this is the client portal you’ve been waiting for.
Key Features: 💡White-labeled and Custom domain name 💡Embed the apps you already use (from Airtable to Trello, Figma, Miro, and many more) 💡Quick Links - the most important links your client needs to have at hand 💡Rich document editor with smart modules like Pricing Tables, interactive inputs, and more 💡Reusable blocks, Case Studies, and Team Bios to save time.
Use cases: ✅ Gather information and docs from clients with our interactive briefs ✅ Manage and approve proposals for new work ✅ Send cost estimates and get them approved ✅ Get get feedback and approval on work ✅ Assign your clients action items so it’s clear what needs to be done to keep the project moving ✅ Share live reports and dashboards (Google Data Studio, Airtable) with Embedded Apps ✅ Create a knowledge base so your client knows how to address the most common questions they might have.
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
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Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Based on our record, Zoho CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
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