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Finance & OperationsStatus: Available Demo
Agency Client & Invoice Portal
Designed for marketing and digital agencies managing multiple client retainers, ad spends, and monthly performance deliverables.
Core Functional Capabilities
- Client Project Health Boards
- Recurring Retainer Billing
- Time-tracking per Project
- Automated Invoice Reminders
- White-label Client Preview
Measurable Business ROI
- Zero lost leads during peak advertising campaigns
- Automated payment deadline & installment reminders
- Real-time executive oversight across field staff & agents
- Zero server maintenance — high availability infrastructure
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Production Notice: Real database writes and live SMS/WhatsApp gateways for Agency Client & Invoice Portal are active in live customer sandboxes.