Crazy Simple Client Tracking with Clientr

Just as the title says, Clientr is a super simple app for tracking clients and your deals (projects) with them. In addition to that, Clientr is rocking a very sexy Mac-like interface that I love seeing in web apps. Read on to see what we think of the app and how it could help you track your clients and their projects.

Video Preview

Overview

Clientr’s home page alone gives you a good indication that the app itself will have a Mac’ish interface, simple, clean and a pleasure to use. The app makes it a breeze to track clients and the projects you have with them, a refreshing take on client management after trying out so many complex apps trying to do too much.

Clientr Home

Clientr Home

The dashboard gives you a perfectly simple and lovely overview of your clients and related status.

Dashboard Preview

Dashboard Preview

Pricing & Sign Up

Pricing Plans

Pricing Plans

Clientr pricing starts at $6 per month, up to $24 per month for unlimited deals (projects) and team members. As per the usual, they also offer a free 14-day trial so it’s definitely worth signing up and checking out.

Not to worry, no payment information is required for the trial period. Once you’re satisfied with the app during your trial, you’ll be able to sign up for a monthly billed plan.

Sign up only takes a few seconds, requiring the basic info. Email activation, however, is required.

Sign Up

Sign Up

User Interface & Usability

Once logged in, you’ll be directed to your dashboard which will display an overview of your projects’ history once they’ve been entered. From this point we can tell the user interface design is very simple and generally well designed. Once we dig in a little deeper we’ll find out how usable the app really is.

Dashboard

Dashboard

New Deals and/or Clients

A “deal”, as Clientr calls it, is the same idea as a project, though I do like that they’ve called it a deal considering how I use so many apps dealing with “projects”. From the Dashboard you can click the +, in the top right of the main content column, to create a new deal and associated client.

New Deal

New Deal

Alternately, you can click the deals button in the top navigation to view all your deals and create a new deal from there.

If you’d rather start by creating a new client without an associated deal, simply navigate to the clients page and click the + from there.

New Client

New Client

Once you’ve created new clients and/or projects, you’ll be able to view an overview of them via their respective pages.

Clients Overview

Clients Overview

Deals Overview

Deals Overview

Deals’ Status

After you’ve entered some deals, you can update their status via the smooth drop-down once you’ve clicked either update status here or the deal title area.

Update Status

Update Status

Within this drop-down panel you can also update the details of the deal or view its history.

Final Thoughts

Overall, Clientr is, as they said, a very simple app for tracking clients and associated projects. I can imagine the app needing a few more features and a little heavier AJAX integration to make it a little more seamless to use. However, if you’re just looking for something simple with a great interface design, this is an app you’ll want to check out.

Clientr has a great start but could use a few improvements, so an 8/10 seems an appropriate rating with a good potential at bumping that rating up as the app matures. Be sure to check out the video preview to see the app in action!

Don’t Forget, Subscribe and Follow

Be sure to subscribe to our feed and follow us on Twitter for more great web app reviews, how-tos, roundups and giveaways!


Summary

Clientr is a crazy simple web application made to help small teams organize and keep track of clients and deals.

8
  • http://angelobeltran.com/blog Angelo Beltran

    This looks good. I might have to try it.

  • http://www.leadzep.com Eric G

    its a bit more, but http://www.leadzep.com has status, notes and tasks for deals management

  • iende

    Looks great! I’ll give it a try. A bit too simple though to pay for something you can do through any calendar app… Adding a way to simply edit customizable invoices / estimates would be good.

  • http://www.codemyownroad.com Josh Kohlbach

    Looks pretty funky, but I imagine it would be most useful for small teams, not individuals.

  • Valan Primus

    This App definitely fills that void from the time you receive an initial prospect phone call to the time you actually close the deal. However it seems too simple and minimal to be offered as monthly service. I would not pay a subscription for an app this simple. There’s not enough being offered to justify $72 per year for their smallest plan. I would buy this in a heartbeat it was offered as a one time, self hosted platform.

  • Chaseman

    It’s good, I like the simplicity, BUT it needs a scheduling/calendar

theatre-aglow
theatre-aglow
theatre-aglow
theatre-aglow