We know moving to a new platform for your agency is a daunting task.
If you run an agency, you probably have existing clients, invoices, and projects you wish to import. Let us take care of that and help you succeed with ManyRequests!
What’s included
Portal customization - We’ll hep you customize your portal and also add your domain name (example: app.youragency.com). We’ll also help you create client onboarding pages.
Create services - We’ll help you create services and order forms. We’ll also show you how discount codes and add-ons work.
Import teams, projects, clients and subscriptions - Once your basic workspace is set up, we’ll help you import existing team members, client requests, and subscriptions.
Give you best practices to use your workspace - Over the years we’ve learnt the best way to make use of ManyRequests. Specifically we’ll give you tips to customize your portal, create services, manage client requests, and automate your agency.
Contact us today and let’s begin your migration