Sep 16 in General Discussion ๐ฌ
Client mangament Portal
Hi everyone,
I'm looking for recommendations on an all-in-one client management platform that can handle:
- Client onboarding
- Proposals
- Contracts
- Time tracking
- Invoicing
I currently use Hello Bonsai for proposals, agreements, and invoicing, and Timely for time tracking (suggested by a client). However, I find the invoicing process tedious.
Ideally, I'm seeking a platform that automates these processes, especially for long-term clients.
Please share any suggestions you may have. Thanks in advance!
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Client mangament Portal
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