Byte Agency | CRM & Project Management: Integrated Client and Project Management
$19.99Byte Agency is a comprehensive platform designed to optimize your client relationship, project, and financial management. From lead capture to project delivery and invoicing, Byte Agency provides all the necessary tools to scale your business and keep your clients satisfied. For Administrators and Internal Team: Project Management: Create, edit, and supervise projects with a detailed view of progress, tasks, files, and communications. Sales Pipeline (Basic CRM): Manage your opportunities from first contact to close with an intuitive Kanban board. Register potential clients, assign follow-ups, and visualize the value in your pipeline. Recurring Contract Management: Automate monthly service invoicing and generate linked legal contracts for each. Legal Contract Management: Create, edit, and send contracts to clients with predefined templates (LOPD, RGPD, NDA, services). Record electronic signatures with legal validity. Invoice Management: Create detailed invoices, generate PDFs, and issue invoices directly through Stripe with a complete breakdown of services, VAT, and IRPF. Send personalized payment notifications. Deliverable Management: Upload deliverables, attach files, and manage the review and approval process with clients. Integrated Ticketing/Support System: Offer a centralized support channel. Manage inquiries, assign tickets to team members, and maintain a communication history. Project Expense Tracking: Register and approve specific project expenses, facilitating profitability calculation and client billing. Team Management: Monitor your team's workload, assign skills and roles, and optimize resource distribution. Activity Log: Maintain a detailed history of all actions performed within each project, providing transparency and traceability. Smart Notifications: Receive real-time alerts about assigned tasks, due date reminders, pending deliverables, and upcoming invoices. For Clients: Intuitive Client Portal: Access a personalized dashboard to view the status of your projects. Project Tracking: Check progress, pending tasks, shared files, and messages for your project. Invoice Management: Access all your invoices, check their status, download PDFs, and make secure payments via Stripe. Deliverable Review and Approval: Review your project deliverables, provide feedback, request changes, or approve work directly from the portal. Support System (Tickets): Open support tickets for any query or issue and communicate directly with your Genbyte team. Legal Contracts: Review and electronically sign your contracts, with a secure and legally valid record. Byte Agency simplifies collaboration, automates key processes, and helps you maintain full control over your operations.
Luis Cordero (Luiscor)·5 clones
Content Generation · Marketing & Sales
