With any new client there's lots to do - and lots that can be missed. Automation can help you keep the process consistent.
Punching in the same data across multiple apps is both error prone and tedious.
Getting paid is one of the most important parts of business. Getting clients setup for invoicing is the first step.
Contracts, presentations, and work plans, there is plenty of paperwork you need to send out and get back.
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Using one of the apps listed below? You're in luck - they can be automated. Check out our ideas for what you can automate.
One of the most popular CRMs out there. It makes managing clients and project easy.
An all-in-one client management portal. Give each client their own area to manage invoices, files and deliverables.
Available on: Zapier
A highly customisable project management suite for larger teams with complex processes.
Create sophisticated document templates, merge data from other apps, request signatures and handle payments.
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