ClientLogix logo

ClientLogix

by UNAPEN, Inc · Since 1991
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ActiveAvailable globallyCloud
Quick facts
VendorUNAPEN, Inc
Year launched1991
StatusActive
Location546 S. Broad St., Suite 4C, Meriden, CT 06450
Countries servedGlobal
Languages6
Integrations
Free tier
Free trial
Contact salesYES

About ClientLogix

ClientLogix is a compliance management software from UNAPEN, Inc that helps organizations manage their client relationships. It provides features for document tracking, risk assessment, and client communication so companies can ensure regulatory compliance. The software supports extensive reporting capabilities, audit trails, and user management functionalities, making it easier to maintain accurate records and communications. ClientLogix is designed to accommodate various organizational sizes, allowing for scalable solutions that adapt to the specific needs of businesses. Key capabilities: document tracking risk assessment client communication reporting user management Best for: compliance officers and legal teams that need to manage client compliance and documentation efficiently.

Clientlogix is a field service management and customer relationship platform developed to enhance service delivery, client communication, and operational productivity. Targeted primarily at industries like HVAC, plumbing, electrical, and telecommunications, it serves as a central hub for managing client data, scheduling jobs, dispatching teams, and monitoring field performance. With a clean and intuitive interface, Clientlogix caters to businesses that require mobile workforce coordination and real-time service tracking. The platform helps companies streamline internal processes while improving client satisfaction through timely service updates and transparent interactions. The software offers a customizable, user-friendly dashboard that supports seamless navigation across different functions, such as dispatch scheduling, customer records, inventory tracking, and reporting tools. Clientlogix is accessible via major web browsers and mobile applications for iOS and Android, enabling field agents to manage work orders, collect signatures, and update job statuses while on-site. Real-time GPS tracking and route optimization help field teams reach destinations efficiently, while customer portals allow clients to view appointments, service history, and make direct inquiries—bridging communication between service providers and customers.

Pros & Cons

What users like
  • +User-friendly interface
  • +Strong mobile capabilities
  • +Powerful dispatch and routing tools
  • +Comprehensive reporting features
  • +Good integration options
What users flag
  • Pricing not publicly available
  • Steep learning curve for new users
  • Limited offline functionality
  • Requires internet for full features
  • Some features may need additional modules

Features

Key features

Customer Data Management
Provides a centralized database for all customer details, service history, and preferences, enabling personalized service.
Dispatch & Scheduling
Streamlines the assignment of jobs and appointment scheduling with real-time updates to minimize delays.
Mobile Field Service
Field agents can access work orders, update status, and capture signatures remotely via mobile devices.
Automated Billing & Payments
Simplifies invoicing and payment collection, reducing manual errors and speeding up revenue cycles.
Service Analytics
Offers insights into performance metrics, customer satisfaction, and operational efficiency.
Inventory Management
Tracks parts, tools, and supplies required for service delivery, reducing shortages and delays.
Customer Portal
Allows clients to view service status, schedule appointments, and communicate directly with service providers.

Additional features

Work Order Management – Efficiently create, assign, and monitor service orders.
Route Optimization – Plans the most efficient routes for field technicians.
Real-time GPS Tracking – Monitors field staff location for better dispatching.
Automated Notifications – Sends SMS/email alerts to clients and staff about appointments.
Document Management – Stores work orders, invoices, and customer documents digitally.
Payment Processing – Integrates with payment systems for quick transactions.
Customer Feedback – Collects reviews and satisfaction ratings.
Reporting & Dashboards – Visualizes operational data for better decision-making.
Job History – Tracks past service requests for future reference.
Multi-location Support – Handles multiple offices or service areas seamlessly.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
17
Billing currencies

Interface languages

EnglishFrenchGermanSpanishItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇴NOK🇩🇰DKK🇮🇳INR🇸🇬SGD🇭🇰HKD🇰🇷KRW🇧🇷BRL🇷🇺RUB

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