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AI Automation Agency Hub

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Client Organization
What’s your complete workflow for managing clients from onboarding and communication to project tracking, billing, and support? I’m looking for ideas on keeping everything centralized, like a dashboard for all of my soon to be clients. I am currently doing some Ai automation at the company I work at. As I look for additional clients I want to make sure they’re all organized and easy to track. Here are a couple I’ve considered: go-High-level Airtable I’ve also considered creating my own. I’d be interested in any suggestions. Thanks!
0 likes • 3d
Thanks for the information. This is super helpful!
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Peyton Coffey
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33points to level up
@peyton-coffey-7914
Here to improve

Active 1d ago
Joined Feb 4, 2026
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