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For Agency Owners

Revenue leaking? You just can't see it.

Client Flow gives you complete financial visibility across every client, proposal, invoice, and project in your agency.

One dashboard. Every dollar tracked.

GitScrum ClientFlow Enterprise
Draft

Website Redesign

$24,500

Approved

Mobile App MVP

Client signed 2h ago

Pending

E-commerce Platform

Sent 3 days ago

CLIENT PORTAL

One-click approval

Proposal Management

From draft to approved.
In 3 clicks.

Professional proposals with client portal approval. No more email ping-pong.

Draft
Send
Viewed
Approved
Hourly rates and fixed values
Detailed scope breakdown
Client approval portal
Automatic expiration tracking
Stripe payment integration
PDF export and sharing
Scope Protection

"Can you just add one more thing?"
Now it's documented.

Change Requests capture every scope change with client approval before work begins. No more unpaid hours.

Before

Without Change Requests

Verbal agreements forgotten
Scope creep goes unbilled
Team works for free
Client disputes later
Revenue lost-$12,400
After

With Change Requests

Written record instantly
Hours and cost calculated
Client approves before work
Revenue protected
Revenue protected+$12,400
Invoice Lifecycle

Track every cent.
From sent to paid.

Complete invoice management with status tracking, overdue alerts, and payment processing.

Draft

$8,200

3 invoices

Pending

$24,750

7 invoices

Paid

$147K

42 invoices

Overdue

$5,400

2 invoices

Multi-currency support
Stripe & PayPal integration
Automatic overdue alerts
Line item breakdown
Tax configuration
Payment link generation
Invoice Management

Invoice #INV-2024-0847

Acme Corporation

Pending

Amount due

$5,250.00

Client Intelligence

Know your clients.
Really know them.

Full CRM with enterprise analytics. Lifetime value, budget utilization, conversion rates, deal pipeline.

GitScrum ClientFlow Change Request
AC

Acme Corporation

Enterprise Client

Lifetime Value$284,500
Projects12 projects
Budget Utilization
78%
Conversion Rate92%

Deal Lifecycle Pipeline

Draft
$8.2K
Sent
$24.7K
Won
$18.4K
Invoiced
$32.1K
Paid
$147.3K
Total pipeline$230.7K
Proactive Alerts

Problems surface. Before they explode.

Automatic detection of overdue invoices, expiring proposals, at-risk projects, and clients needing attention.

GitScrum ClientFlow AI Insightst

Overdue Invoices

Send reminders

3 invoices past due date

Expiring Proposals

Follow up

2 proposals expire this week

Projects at Risk

Review scope

Budget exceeded on 1 project

Follow-ups Needed

Reach out

5 clients with no recent contact

Agency Owner Exclusive

Your team can't see this.

Client Flow is locked to Agency Owners only. Financial data stays at the executive level. Managers and developers see project work, not client revenue.

GitScrum vs. alternatives

GitScrumSpreadsheetsBasic CRM
Revenue pipeline trackingFull pipeline viewManual trackingPartial
Proposal workflowDraft → ApprovedDocument chaosExternal tool
Change request managementBuilt-inEmail threadsNot supported
Invoice lifecycleComplete trackingNo visibilityBasic
Per-client analyticsLTV, conversion, budgetNoneLimited
Proactive alertsAutomaticManual checksBasic
Role-based accessAgency owner onlyEveryone seesComplex setup

Questions

Can't find what you're looking for? Contact our team.

Who can access Client Flow?

Only Workspace Owners (Agency Owners) can access Client Flow. Managers, developers, and clients cannot see this module—it's executive-level financial visibility.

How does proposal approval work?

Clients receive a secure link to view and approve proposals. They can approve with a single click, and the approval is timestamped and recorded. No account required for clients.

What payment methods are supported?

GitScrum integrates with Stripe for card payments and PayPal for global transactions. Invoices include payment links that clients can use immediately.

Can I track multiple currencies?

Yes. Client Flow supports multiple currencies per workspace. Each client can be invoiced in their preferred currency with proper formatting.

How do Change Requests protect revenue?

When scope changes, you create a Change Request with additional hours and cost. The client must approve before your team starts work—ensuring every hour is billable.

What analytics are available per client?

Enterprise view shows Lifetime Value, total projects, budget utilization, average project value, proposal conversion rate, and a complete deal lifecycle pipeline visualization.

Stop revenue from slipping away.

Client Flow gives you complete financial visibility across your agency. Know exactly where every dollar is—from proposal to paid.

No card required • Free for small teams • 5-minute setup