The first step of any business is to collect project requirements from its clients. Most of
the time, businesses use Zoho Forms, Google Forms, or emails for this purpose. However, it
becomes hectic when there are too many forms to deal with. To assist in this step, we have
developed the Funels Requirements Panel, which simplifies the process of collecting all
information related to your clients' target markets.
Now that you have collected the requirements, what's next? It's time to send a proposal. We
have this tool called Funel's Proposal Creator, which is very helpful in creating
professional proposals for your clients. It takes less than 5 minutes to create a
professional and personalized proposal.
The next step is client onboarding, which is the first impression of your business
relationship with that client. We've developed our onboarding system to be exceptionally
efficient, allowing you to onboard a new client in less than a minute and assign the project
to your team with just a few clicks. Our aim is for clients to experience a 'WOW' moment as
soon as they open their dashboard
Now that your new client is part of your family, the next step is to send the first invoice.
It’s incredibly easy: simply navigate to the invoices section, click on 'Create Invoice',
enter the necessary details, and voila – it's on its way. Your client can conveniently view
the invoice in real-time, make payments, and even download it for their records.
Sit back and relax. With our smart tool, your clients will stay informed and connected,
receiving real-time updates on campaign progress. Your employees will have access to all the
necessary tools to make their jobs easy. We have taken care of every single detail while
developing our tool to make your job easy.
We never stop learning new things. We are always focused on adding new features to our tool
to make it more secure, convenient, and cost-effective for our clients. We also challenge
our teams to constantly enhance their skills, so we can provide our clients with the best
possible service every day.