This task can be performed using OneClient
One stop solution for managing clients, projects, tasks, documents, invoices and communication.
Best product for this task
OneClient is a streamlined client and team management SaaS for freelancers and agencies. It centralizes project tracking, task delegation, client communication, file sharing, and invoicing into one intuitive platform. With tiered subscriptions, it adapts to solo professionals and growing teams.
What to expect from an ideal product
- Keeps all project updates and client messages in one place so team members can quickly see what needs attention without jumping between different apps
- Assigns tasks directly to specific team members with clear deadlines and progress tracking, eliminating confusion about who does what
- Lets clients access their project status and files through a dedicated portal, reducing back-and-forth emails and phone calls
- Combines file sharing with project discussions so everyone works from the same documents and stays on the same page
- Tracks time spent on tasks and automatically generates invoices, giving teams more time to focus on actual work instead of admin tasks
