Offers are your agencies products and services that clients buy from you. You can add your offers into ClientView and assign easily to clients for organization.
Later this will unlock advanced reporting features for your agency for metrics like revenue, retention, NPS and more.
Create new offers in settings here
Offer elements:
Offer title
Upfront cost
Monthly cost
Tip:
You can add offers to existing clients by navigating to clients clicking the “…” next to a clients name, selecting “Edit client” then assigning the offer to them.