How to manage client relationships and projects without juggling multiple software tools

This task can be performed using Growlio

Grow your agency, not your tool list

Best product for this task

Growlio

crm

Growlio is the all-in-one platform for agencies & SMBs: CRM, projects, proposals/contracts, invoicing & payments, scheduling, timesheets & forms, all together in one place. Built for teams (no per-seat tax), fast setup, and a clean, modern UX

Client Management SoftwareCRM for Service BusinessesProject Management PlatformInvoice and Billing SoftwareProposal Builder ToolTime Tracking SoftwareLead Management SystemBusiness Management PlatformFreelancer Management ToolAll-in-One Business Solution

Discover Growlio

Read Reviews

What to expect from an ideal product

1. Combine your CRM, project management, and invoicing into one dashboard instead of switching between 3-4 different apps throughout your day
2. Send proposals, get them signed, and automatically convert them into projects without copying data between separate contract and project tools
3. Track time, manage schedules, and invoice clients from the same place where you handle their project communications and files
4. Give your whole team access to client information and project updates without paying extra fees for each person you add
5. Set up client workflows once and use them for every new project, eliminating the need to recreate processes across multiple platforms

More topics related to Growlio