Clarizen
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online Quote Approval
- Estimate Builder
- Assign Quote Followup
- Track Recurring Work
- Smart Mapping
- Categorize and Prioritize Tasks
- Record Access
- View Tech Progress
- Schedule Adjustment
- Comment Tracker
- Access Customer Info
- Update Office Instantly
- Capture Rich Records
- Accurate Invoicing
- Eliminate Double Data Entry
Pricing Info
Pricing Info
Self Starter Plan – Free
- Send unlimited quotes
- Up to 20 jobs per month
- Support documentation
Team Plan – $19/month per technician (billed monthly)
- All Self Starter plan features
- Unlimited jobs
- Email support
Company Plan – $59/month per technician (billed annually)
- All Team plan features
- QuickBooks integration
- Electronic paperwork
- Invoice item library
- Service templates
- Subcontracting
- Phone support 9am-5pm ET
- Consulting and training available
Enterprise Plan – $89/month per technician (billed annually)
- Minimum of 10 technicians
- All Company plan features
- Service Review platform available
- Customer pricing contracts
- Intacct
- FacilitySource
- Zapier
- Custom integration support
- Premium support 24 x 7
- Consulting and training available
Integrations
Integrations
ServiceTrade integrates with the following business systems and applications:
- QuickBooks
- Sage
- NetSuite
- ComputerEase
- Microsoft Dynamics
- Intacct
- FacilitySource
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Team 360 Services, Blue Hat Mechanical, Southern Outdoor Restoration
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
ServiceTrade is a SaaS platform that offers basic and premium customer service applications to commercial service contractors.
Company Email
Contact No.
Company's Address
4601 Creekstone Dr #260,
Durham, NC 27703,
United States
ServiceTrade Comparisons
Popular ServiceTrade Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Collaborative Planning
- Task Management
- Issue Tracking
- Project Portfolio Management
- Salesforce Integration
- Personal Calendars
- Billable & Non Billable Work Items
- Project Percentage Completion Reporting
- Real Time Team Updates
- Expenses
- Project Scheduling, Gantt Chart
- Time Tracking
- Budget Tracking
- Resource Management
- Mobile App for iPhone and Android
- Project Hierarchy
- Role & Assignment Per Project
- Templates
- Document Sharing
- Financial Indicators
- Version Control
- Document Management
- Risk Management
- File Sharing
- Scheduling
- Professional Services Management
- Issue Tracking
- Workforce Management
- Executive Dashboards
- Knowledge Management
- Methodology
- Template customization
- Multi-currency
- Multi-language
- Custom fields
- Data import/export to MS projects
Pricing Info
Clarizen offers a free 30-day trial to test out its features and offerings in your workflow. After the trial period, you may choose among these two options:
Enterprise Edition – By quote
- 150 Custom Fields
- 15 Rollup Summary Fields
- 10 Relation Summary
- 200 Business Rules
- 100 Custom Actions
- 15 Clarizen Panels
- 50 Scheduled Components (Reports, Dashboards, Workflows)
- 10 Global Mailboxes
- Unlimited Entry Specific Mailboxes
- 200 InterAct Rules
- 2000 Emails for Support Mailboxes per Day
- 1000 Emails to Global and Entity Mailboxes per Day
- 1 GB Storage per Paid Seat
Unlimited Edition – By quote
- 4000 Custom Fields
- 80 Rollup Summary Fields
- 15 Relation Summary
- 400 Business Rules
- 300 Custom Actions
- 100 Clarizen Panels
- Up to 120/day Scheduled Components (Reports, Dashboards, Workflows)
- 10 Global Mailboxes
- Unlimited Entry Specific Mailboxes
- 1000 InterAct Rules
- 7000 Emails for Support Mailboxes per Day
- 5000 Emails to Global and Entity Mailboxes per Day
- Unlimited Storage per Paid Seat
Aside from these varied thresholds, both options include the same features in their offerings. The pricing information is only available upon quote request to tailor solutions that fit with your organization’s needs. There are also 4 license types to choose from under categories such as Full, Team Member, Time & Expense, and Social.
Integrations
Clarizen provides numerous out-of-the-box integrations with a multitude of mission-critical systems/processes. The comprehensive list includes Microsoft Project, Excel, Outlook, Lotus Notes, Google Docs, Box.com, JIRA, Intacct, Team System (for engineering), TestStuff, Salesforce.com, iCal, iPhone, Android, Intuit Quickbooks, Browsers (toolbars and apps), and Mulesoft SSO tools (OneLogin, Okta, SiteMinder, ADFS, PingIdentity).
Additionally, Clarizen’s open API (supporting both REST and SOAP), and MuleSoft connector can be used to integrate with other ALM tools. The robust API and email engine allows fast integration to fit within and add value to existing enterprise ecosystems. Clarizen’s Apps Marketplace also provides additional apps and integrations for the different segments and use cases, and pre-built project request forms and automatic processes that can be used as Auto-assign task managers. Clarizen says it is continuously working on improving existing integrations as well as adding new ones.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mazda, Cisco, Disney, EA, Fed Ex, HP, Western Union, Zendesk
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A social collaboration and project management tool that improves team productivity. It facilitates efficient workflows, connecting social context with tasks and projects. Workflow automation also helps save time on administrative tasks and focus on high-value goals. Meanwhile, security features and user permissions minimize risks.
Company Email
Contact No.
Company's Address
2655 Campus Drive Suite 150
San Mateo, CA 94403
United States
Clarizen Comparisons
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All the data, details and reviews that we shared in this comparison were gathered from official vendor websites, promotional content available online, actual experience from real clients as well as our personal hands-on use of every product by an expert. We do our best to thoroughly study every service, so we not only test it internally, but we also match our observations with experiences of other members from the SaaS community.
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