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TradePortal
Sales CRM, jobs & invoicing for trade businesses
About
Unified platform combining sales management, project tracking, and invoicing for trade service businesses.
Use cases in GFunnel
- Track leads and convert to jobs
- Manage projects from quote to invoice
- Automate billing and payment tracking
Automation ideas
- Auto-invoice on job completion
- Lead-to-job workflow automation
- Payment reminders and follow-ups
Categories
CRMFinanceProject Management
Departments
Revenue GenerationOperationsFinance