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Clientexec
ClientExec is a tool to help web hosts manage and support their clients efficiently. NEWEDGE Services Inc is the company behind it. This free software would normally cost you $99
Clientexec
Features
Administrator Side
New Clients
· Required fields are customizable and highlighted in red.
· Custom field names indicated in green.
· Option to treat client as an individual or business entity.
· Manually add clients using basic and customized fields.
· Option to send client email in HTML or Text format.
· Flexible account creation date.
· Choose date of next hosting invoice.
· Select client type, billing cycle and payment gateway for each client.
· Optional comments section available for administrators view only.
· Choose from many currency types.
· Assign password to client profile.
Active Clients
· Select client profile by dropdown list or search on various fields.
· Easily edit information as needed.
· Add alternate emails for notifications, invoices and access.
· View the time of client’s last login to ClientExec.
· Send an email to client through the full featured interface with bcc, priority and confirm receipt options.
· View or add domains to client profile.
· Convenient dropdown domain list for each client client.
· Select server, IP and hosting plan to be used.
· Send welcome email with all the info the client needs to get started.
Pending Clients
· Approve or reject pending clients.
· View payment status of new account.
· Send welcome email after approval.
· View signup environment (browser, IP, hostname).
Client Side
· Easily view and edit profile.
· Choose to receive email in HTML or Text format.
· Choose alternate emails to receive copies of invoices and notifications.
· View domain account details.
· Resend welcome email to avoid support questions on this material
Support Center
Administrator Side
· Alerted to support tickets by email and ICQ.
· New and open tickets viewed from ClientExec Main Overview.
· New tickets can be assigned or reassigned to specific administrators.
· Ticket priority selections can be customized.
· Ticket priorities are displayed with color codes for quick action.
· Submission time and date are displayed.
· View elapsed time from each point of action.
· Search tickets using various fields.
· Filter displayed tickets by category.
· View and search closed tickets.
· Set ticket status at various stages for client knowledge.
· Optionally notify client by email with each status change or reply.
· Customize ticket email templates using predefined database tags.
Client Side
· Alerted to support ticket status and responses by email.
· The ClientExec Main Overview provides quick access to support tickets.
· Filter displayed tickets by category.
· Select ticket priority on submission for proper attention.
· Select from established categories for better organization.
· View elapsed time from each point of action.
Invoice Manager
Admin Side
· Outstanding invoices can be sent, marked paid, or deleted all from ClientExec main overview.
· Uninvoiced work can be viewed or deleted from the ClientExec main overview.
· Clients can be selected from dropdown list or by searching on various fields.
· View active, recurring or archived invoices for selected client.
· View individual invoices in handy printable PDF format.
· Quickly view invoice status to determine action.
· Choose to send, mark paid, archive or delete selected invoices.
· Create invoices from invoice entries (billable work).
· Generate recurring invoices from entries marked as recurring, hosting fees, extras.
· Create invoice entries for selected client, recurring or one-time
· Create billing types with default descriptions and entry details
· Invoice entries separately or chose to include them in upcoming recurring invoices.
· Specify due dates and prices.
· View or remove recurring entries for selected clients.
· Receive notification of paid invoices via email and ICQ.
· Customize invoice and payment receipt templates using predefined database tags.
Client Side
· View outstanding invoices from the ClientExec main overview page.
· View individual invoices in handy printable PDF format.
· Pay invoices via selected payment gateway.
· Archive paid invoices for historical viewing.
· Filter invoices by payment status.
· View recurring invoice entries.
· View invoice status.
Customization
· Support for themes (skins) to completely control the look of CE.
· Extensive support for custom fields from the GUI; add new fields, change names, control where the fields appear and the type of information they will handle.
· Client types and hosting packages can be created and customized as needed.
· Templates can be customized for welcome emails, support tickets, password reminders, invoices and payment receipts.
· Powerful database tags are available for templates to provide fields from the customer database
· Pop-ups can be customized through the administration GUI.
· Almost every aspect of the way CE works and displays information can be set through options
or fields in the administration GUI.
· A wide variety of payment gateways are preconfigured, with more available through our API.
· Customize billing types (billable work) with predefined descriptions and details.
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