
Clientjoy
Business
Track client deals, proposals and billing in a client workspace
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Full sizeAgiled provides tools for managing clients, projects and billing. Begin with a simple test service, create a proposal and use a sample contact to check what a client receives. Connecting the client record to work and invoices can help when several people contribute to the same engagement. Set permissions around invoices and customer documents before opening the workspace to collaborators. Check which integrations, automations and payment tools the current plan includes. Run one test case where a client requests a change so you can see how the project record and documents stay consistent.
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