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About Clientjoy
Complete client lifecycle management for modern agencies
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
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Categories
CRMFinanceProject Management
Departments
Revenue GenerationOperationsFinance