AGENCY SOLUTIONS · DEVELOPMENT SHOPS
Run every development project — and every client — from one platform.
Project management, client collaboration, code reviews, and billing — in isolated client workspaces with automated status updates that keep clients informed without interrupting your team.
SOUND FAMILIAR?
- Client project managed in Jira or Linear, client communication in Slack or email, billing in QuickBooks — nothing connected
- Clients chasing status updates because there's no client-facing view of where the project actually stands
- Scope creep undocumented and unbilled because change requests came in through Slack and got lost
Project delivery with a client portal
Every project lives in the client's workspace. Milestones, tasks, and status visible to the client in real time — no status meetings needed because the portal answers the question.
Change requests documented and tracked
All change requests logged in Document Studio with timestamp, description, and impact estimate. Nothing slips through. Everything is billable.
Proposals to invoices — without leaving the platform
Proposal generated → accepted → project workspace created → milestones built → invoices fired at each milestone. The whole commercial lifecycle in one system.
FEATURED MODULES
Built from the modules that matter.
Project Manager
Milestones, tasks, and Gantt tracking
Client Management
Client records and portal access
Proposal Builder
Scope proposals with e-signature
Invoice Manager
Milestone-based invoicing
Document Studio
Change requests and technical docs
Task Manager
Sprint and development task tracking
100%
of change requests documented
for dev shops after moving client project management into GFunnel