Boost your client relationships and organize your business effortlessly with the ultimate Client Management Software.
Managing clients effectively is the key to business growth, and having the right tools makes all the difference. Cubicl offers powerful client management features designed to streamline how you interact with your customers, organize projects, and track deals. Whether you are handling a few high-value clients or a vast database, this Client Management Software brings all your operations into one centralized platform. You can easily create a dedicated client portfolio to record critical customer information and manage their specific projects. Stop relying on scattered emails and messy spreadsheets. With Cubicl, you can effortlessly track receivables, manage sales pipelines, and ensure every customer receives top-tier service. Discover how our comprehensive Client Management Software can transform your workflow and help you build stronger, more profitable relationships with your clients today.
Tasks, projects, clients, and communication without switching between apps.
| Category | What you get |
|---|---|
| Project & Task Management |
Spin up projects in seconds
Kanban, List & Workload views
Assign & track every task
Recurring tasks on autopilot
One-click task archiving
Bulk actions in the archive
Bulk edit & organize tasks
Restore deleted tasks
Stages that match your process
Estimate time at a glance
Custom fields for anything
AI summaries & instant answers
|
| Planning & Reporting |
Visual Gantt charts, export as PDF
Board-ready reports
Built-in time tracking
Export every project's tasks
Export any single task's details
Plan on project calendar
See your team's whole timeline
|
| Communication & Notifications |
Real-time chat, 1:1 or group
See who's read each task update
See who's read each message
Notifications tuned to what matters
Stay in the loop on web & mobile
Show your status at a glance
Do Not Disturb when you need focus
|
| Client & Deal Management |
A home for every client
Track every deal in one place
Deal stages that fit your process
Loop clients into the right tasks
Client Portal, branded as yours
Turn client requests into action
Share receivables & payables instantly
|
| Email & Calendar |
Turn support emails into tasks and send task updates as email
Meeting invites become tasks
Sync in from Outlook Calendar
|
| Automation & Integrations |
Workflows that run themselves
Connect 400+ of your favorite apps with free Monkedo credits
Custom operations triggered by you
Google Drive, Slack, Dropbox & more
|
| Permissions & Security |
Permissions built around your teams
Fine-grained, page-by-page control
Set access per person, per project
Keep tasks private to who needs them
Keep whole projects private too
Lock it down with 2FA
|
| Personalization |
A homepage that works your way
Dark, light, or device mode
Jot down personal notes
Your own personal calendar
|
| HR & Organization |
Track leave & holidays with approval flows
Archive projects & teams cleanly
|
| Forms & Data Collection |
Build surveys & intake forms fast
Attach forms straight to tasks & support topics
|
| Access |
Log in from any browser & anywhere
Native apps for Android & iOS
|
| Support |
Real humans, Mon–Fri 09:00–18:00 GMT+3
|
Integrating task tracking with your Client Management Software ensures no client request goes unnoticed. Cubicl allows you to create tasks, assign them to team members, and view them in Kanban, List, or Workload views. You can easily link these tasks directly to your clients, ensuring every deliverable is perfectly aligned with customer needs. This seamless connection inside your Client Management Software boosts team productivity and guarantees timely project completion.
A reliable Client Management Software should provide clear visibility into your team's performance and client-related activities. In Cubicl, every project includes a dedicated Reports page where you can generate detailed reports by members and clients. These advanced reporting tools allow you to analyze the time spent on client tasks and easily download the data in Excel format for further review. Leverage your Client Management Software to make data-driven decisions that improve client satisfaction.
Prompt communication is vital for customer success, and our Client Management Software ensures you never miss an important update. Cubicl delivers smart email notifications and mobile alerts for task activities, upcoming deadlines, and incoming messages. By configuring these alerts within your Client Management Software, your team stays instantly informed about client requests and project changes, allowing for rapid response times and a flawlessly coordinated customer experience.
Cubicl takes your Client Management Software to the next level with built-in CRM capabilities. You can track deals, manage sales pipelines, and offer a customizable Client Portal under your own domain. Clients can log in to view shared tasks, support requests created by them, files, and the bookkeeping records. By centralizing these CRM features, this Client Management Software strengthens your professional image and builds absolute trust with your client base.
Cubicl integrates seamlessly with platforms like Google Drive and Slack to simplify your business processes. You can easily add files from Dropbox to tasks or create automatic tasks from incoming client emails. Furthermore, you can automate your workflows effortlessly using the free Monkedo credits offered to our users. You can integrate over 400 applications instantly, streamlining your operations without needing coding knowledge.
Delivering exceptional customer service requires an organized, unified approach, and Cubicl provides exactly that. By adopting our comprehensive Client Management Software, you can seamlessly connect your task management, performance reporting, and instant notifications with robust CRM features like the customizable Client Portal. Everything from tracking time to managing client deals and automating workflows is consolidated into one user-friendly platform. It is time to eliminate disorganized systems and empower your team with the tools they need to foster lasting client relationships. Are you ready to optimize your customer interactions and drive your business forward? Do not let valuable clients slip through the cracks. Take the first step toward better organization and higher productivity today. Start testing in Cubicl and experience how the ultimate Client Management Software can revolutionize your daily operations!
"I have tried multiple different task management platforms over the years, but ended up not sticking with them. The most common issue I had was there was just too much going on in the UI that it became overwhelming. Cubicl solves this for me by keeping everything simple, but still packed with needed features. Overall a really great tool and I'm so happy I jumped on this deal!"
"I am really enjoying Cubicl for project management and collaboration with my team. I found it to be user-friendly and intuitive, which made learning it easier. The product tour was helpful in getting me up to speed on how to use the various task management tools. My favorite feature is custom notifications that keep everyone in the loop, particularly being able to streamline emails into tasks."
"I have a small law firm and I have remote assistants. This tool works well in tracking tasks and comes with the added bonus of a client portal. They have said it is easy to use and that is really all I wanted. So far, very good."
"I have been using Cubicl for some time now and among alternatives Cubicl suits my company best as a project management app. The support is amazing, quick & efficient. The Interface is really User friendly; easy to setup (compared to alternatives) & teams can quickly grab how to use efficiently. Collaboration is easy, and enhanced via chatboxes and project based Comments/File sharings etc. Mobile app is efficient, frequently used by my team working out of the office."
"Love this App! A great project management app. Unique and very useful compared to alternative apps. Definitely recommend to everyone."
"So glad I switched! I was not in the market for a new project management system but this popped up in a group I am in, and I was curious (always am!), and I checked it out. Something told me I wanted to try it. I am so glad I listened to my gut. I am already in love. It's FAR more intuitive than the others."
"Though I use a couple of other client and project management platforms, Cubicl stands out for its friendly user interface and email communications feature. The web design clients I've worked with mostly wanted to communicate via email instead of a client portal. Cubicl turns client-initiated emails into tasks and creates an email conversation for each new task. I look forward to using this feature with a client to see if it helps reduce the need to search for emails and manually create tasks."
"Loving it so far! Ah, I just wrote a really long review, then lost it (don't ask), so here's the short version...Things I like:"
"It does, what exactly is meant for perfectly. Project management is pretty simple and easy. Amazing and simple UI and UX. Blazing support. Speedy development on upgradations."
"Amazing tool, great support and dedication. I have the pleasure to have the Erkan help with the setup of my project and it was amazing! The tool has a lot of features and the support is awesome!"
"Cubicl is a great all-in-one solution. Was looking for a project management software for a few months now. After testing Cubicl for the past week, I bought 3 tiers and will probably buy another 2 for my other business. The main reason I chose Cubicl is that it is a comprehensive solution. In my business, I am using a few tools and this is the only PM tool I found that has tasks, deals, projects, chat, clients AND a client portal. Other ones offer some of these features but none of the tools I looked at (some are crazy expensive) offer all of them as Cubicl does."
"Some special and unique features... Like the app, and shifted from others to this one. It is headed the right direction and finally an app which knows what the calendar view and integration means to users. I highly recommend Cubicl."
"Intuitive Easy To Use Productivity & Project/Tasks Management Solution. Cubicl is a fantastic tool. It has all of the power you'd expect from a project-/productivity management tool and is simple to use even for those with no or limited experience with these tools. Cubicl is suitable for both one-person freelancers and small to medium-sized businesses. It is thoughtfully designed and has unique features such as bookkeeping (more of an income and expense ledger than a full-fledged bookkeeping system, yet), integration that works well, a client portal, and more."
"Excellent. It is super nice. I love this program ...very helpful..I would just like different colours, I mean the design with other colors..."
"Task and Ticket and Portal engine! Let me first say that I am just getting my feet wet, but the experience thus far has me very excited for what this team is up to... and have you seen the roadmap yet? The support team via chat is up to now busy but very effective - they are quick to respond and very knowledgeable. They use screen grabs to help you find things and even helped me setup forms in a basic test which even suggested best practices on how to embed the portal or make a link/button instead."
"Absolutely loved it. I tried much software, the features offered by Cubicl are unmatched, integrations it's offering, API support, webhooks, guided tours, nice documentation and help guides. Simply amazing software. Thank you for offering such a nice deal."
"Pretty Decent! Well Organized Hierarchy and UI. Overall, Cubicl did a great job, and it's one of the better CRM/PM tools I've tested in a while. Again, while it didn't work out for my extremely niche use-case, I think a lot of people will love this LTD!"
"I found this software to be very good for managing a lot of tasks, the main difference between it and the others software is the possibility to divide the project into tasks and sub-tasks."
"Easy for work & home. Looked over several task management software for a team I work with. Cubicl was the easiest for others to use. Bought a work license and had everyone in my family buy a license for their home office endeavors."
"Productive since day one. I am a project manager who sets the bar high when it comes to project management software. I simply do not have time for trials when projects are already complex to manage. So far, I like Cubicl, and managing the myriad project tasks feels intuitive."
"We use Cubicl in multiple areas such as task & project management and internal communication. Cubicl makes it convenient for us especially by allowing us to manage our tasks and track them from both mobile and web applications. In this way, detailed information required for reporting is kept chronologically on Cubicl and serves as an agenda for the past."
"Cubicl solves our communication problems and prevents communication accidents. It not only facilitates our work in planning but also enables us to follow up and communicate independently of the place. In this way, everyone in the team can contribute to the projects or tasks from anywhere via internet access. Central monitoring and transparency are made more comfortable by Cubicl."
"We prefer Cubicl to serve our need for reporting and regular follow-up of the works during our operations. Monitoring and reporting of works in our established facilities in different locations in Turkey are being done effectively via Cubicl. Cubicl provided us with fast and easy reporting."
"We use Cubicl to make the planning and tracking our business processes faster and more organized. It became our number one choice due to its easy user interface, numerous features for different fields and specialized solutions it offers for our specific needs. It saves us time by facilitating the management of tasks we carry out with our many employees in different fields."
"We were trying to manage our work with emails and Excel files before Cubicl. Now we are managing all of our work from a single place without hassle."
"Cubicl contributes to increasing our productivity in addition to improving our work flow."
"We have started managing our projects easily after trying Cubicl. Now, we use it in all our projects."
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