Automated Agency 2026
- One-click project creation: from a client record (auto-creates the project, its tasks and links all to the client whenever the client is won).
- Auto-linking: between Clients, Projects and Tasks and Invoices so everything stays connected.
- Auto notifying: the Project Manager about any blocked tasks
- One-click off-boarding / workflow actions: via buttons to trigger the right tasks fast - invoices included.
- Invoices record included: with income charts
- Customization tutorial: video included in the template so you can make the system yours from Day 1
Made with Bullet