Agencies
CRM and project management for agencies
Agencies keep sales in a CRM, delivery in a collaboration tool and billing in a spreadsheet. In sufly, a closed deal becomes a PartnerPortal project, so quoted effort and actual effort sit on the same screen.
What leaks in agency projects?
- Over-allocation you discover at the end. PartnerPortal shows utilization and alerts in real time.
- Approvals buried in email. A client portal records the approval flow.
- Unbilled extra requests. A credit ledger keeps requests and usage.
Proven numbers
MUSIGN ran 143 projects and 31,000+ work records on PartnerPortal over two years.