PLATFORM · CLIENT MANAGEMENT
Every client. Every conversation. Every deliverable. One view.
CRM, client portals, communication hub, and task management — built for agencies that manage dozens of active relationships at once.
WHY IT MATTERS
Agency CRM built in
Track every client relationship — contacts, conversations, status, account health — in one CRM.
Unified communications
Email, chat, and calls with every client in one inbox. No context switching between tools.
Deliverable tracking
Tasks, milestones, and approvals per client. Your team always knows what's due and what's blocked.
Client-facing reporting
Automated performance reports delivered to clients on your schedule, in your brand.
How client management works
- 1
Add clients to your CRM
Every client workspace auto-creates a CRM record. Or import from CSV, HubSpot, Salesforce, or GoHighLevel.
- 2
Connect your communications
Sync Gmail, Outlook, and phone. Every email and call with a client logs automatically under their record.
- 3
Build your delivery workflow
Create task templates for your most common service types. Applied to every new client workspace automatically.
- 4
Report to clients automatically
Set up report schedules once. Client-facing dashboards refresh and email on your cadence.
IN PRACTICE
Example: Managing 25 retainer clients
Vantage Digital has 25 active retainer clients. Every Monday, automated reports pull the previous week's campaign data and email each client — branded, formatted, zero manual work.
When a client replies to a report, the response hits the unified inbox. The account manager responds inside GFunnel. The conversation logs under the client record automatically.
Automated Monday reports changed our retention. Clients feel taken care of every single week without us lifting a finger. Churn dropped the quarter we turned it on.
MORE DETAIL
What you also get
At-risk alerts
Get notified when client activity drops below threshold — before they churn.
Client satisfaction tracking
Automated CSAT pulses sent after key milestones. Results in your CRM.
Proposal tracking
Send, track, and follow up on proposals without leaving the platform.
Renewal reminders
Auto-reminders when client contracts are approaching renewal. Never miss a renewal conversation.
Built for agencies. Built for scale.
Free forever. Unlimited seats. Add white-label and unlimited client workspaces on Pro.