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Clientjoy

Complete client lifecycle management for modern agencies

About

Centralizes lead management, proposals, client tracking, invoicing, and revenue reporting in one platform for agencies.

Use cases in GFunnel

  • Convert leads to clients with proposal tracking
  • Automate invoicing and revenue recognition
  • Track client relationships across projects

Automation ideas

  • Auto-generate invoices from project milestones
  • Trigger follow-ups when proposals expire
  • Sync client data to accounting software

Categories

CRMFinanceProject Management

Departments

Revenue GenerationOperationsFinance