
Agiled
Business
Manage service clients, proposals and billing from a shared account
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Full sizeClientjoy helps service teams manage sales contacts and client work. Create a sample lead, draft a proposal and see how you would link the resulting work to an invoice or client record. It can be useful if keeping the history of a customer matters more than using a different app for every stage. Check the current product and plan information because account and product naming can change. Test the interface as both a team member and a client. Confirm export, permissions and payment options before moving active projects or financial records into the workspace.
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