Overview
ClientFlow is GitScrum's agency CRM module. Manage clients, track revenue with invoices and proposals, monitor project health, and identify at-risk clients—all from one unified dashboard for agency owners.
ClientFlow is the financial and client management module built exclusively for agency owners. It consolidates everything you need to manage client relationships, track revenue, and monitor project health into a single dashboard.
Access requirement: ClientFlow is available only to users with the agency_owner role.
What ClientFlow Manages
ClientFlow connects four core entities that drive agency operations:
| Entity | What You Manage | Key Statuses |
|---|---|---|
| Clients | Company contacts, relationships | Active, with invoices, with overdue |
| Invoices | Billing and collections | Draft, Pending, Paid, Overdue |
| Proposals | Sales pipeline and quotes | Draft, Sent, Viewed, Approved, Rejected, Expired |
| Change Requests | Scope changes and add-ons | Draft, Sent, Approved, Rejected, Adjustment Requested |
| Projects | Delivery and budget tracking | Active, health status (Healthy, Warning, Critical) |
The Dashboard: Seven Tabs of Visibility
When you open ClientFlow, you land on the Dashboard—a seven-tab command center with configurable date filters:
- MTD (month to date)
- Last 30 days
- QTD (quarter to date)
- Last 90 days
- YTD (year to date)
- Last 6 months
Tab 1: Overview
Your morning snapshot. In one screen:
| Metric | What It Shows |
|---|---|
| Total Revenue | Sum of all paid invoices in the selected period |
| Pending Revenue | Invoices sent but not yet paid |
| Active Projects | Projects currently in progress |
| Total Clients | Your complete client count |
Plus three visualizations:
- Invoice Status Chart: Paid vs Pending vs Overdue (donut chart)
- Proposal Pipeline: Draft → Sent → Approved funnel
- Change Requests: Pending vs Approved comparison
And real-time alerts for:
- Overdue invoices
- Proposals expiring within 7 days
- Projects at risk (over 90% budget)
Tab 2: Revenue Pipeline
Track the complete money flow:
| Section | What You See |
|---|---|
| Invoice Summary | Draft, Pending, and Paid invoice counts with totals |
| Monthly Revenue Trend | Chart showing paid invoice trends over time |
| Recent Invoices | Your 10 most recent invoices with status and amounts |
| Overdue Invoices | All invoices past their due date, sorted by days overdue |
| Pending Proposals | Proposals awaiting client approval with days waiting |
Tab 3: Pending Approvals
Everything stuck waiting for a decision:
| Type | What's Tracked |
|---|---|
| Proposals | Sent/Viewed proposals awaiting client approval |
| Change Requests | Scope changes awaiting approval or with adjustment requested |
| Invoices | Sent invoices awaiting payment |
Each item shows:
- Days waiting
- Total value
- Urgency level (normal, high, critical)
- Expiration date if applicable
Tab 4: At Risk
Three types of risk, surfaced automatically:
| Risk Type | Trigger | What It Means |
|---|---|---|
| Overdue Invoice | Invoice past payment due date | Client may be having issues or deprioritizing you |
| Stalled Project | No time tracked in 14+ days on active project | Work has stopped—intentionally or not |
| Expiring Proposal | Proposal valid_until date within 7 days | Close it or lose it |
Each at-risk client shows:
- Risk level (Critical, High, Medium, Low)
- Risk factors
- Amount at risk
- Suggested actions
Tab 5: Projects Health
Monitor every active project's operational health:
| Metric | What It Measures |
|---|---|
| Budget Usage | Percentage of budget consumed (hours used ÷ budget hours) |
| Task Progress | Completed tasks ÷ total tasks |
| Health Status | Healthy, Warning, or Critical |
| Deadline | Days remaining or overdue |
Projects are flagged:
- Warning at 75% budget consumed
- Critical at 90% budget consumed
- Over Budget when exceeding 100%
Tab 6: Insights
AI-generated actionable items, prioritized by urgency:
| Priority | Examples |
|---|---|
| Critical | Overdue invoices requiring immediate follow-up |
| Important | Proposals pending for 7+ days, expiring proposals |
| Opportunity | Draft invoices ready to issue, revenue potential |
Each insight includes:
- Title and description
- Related client
- Potential value (when applicable)
- Action button to resolve
Tab 7: Leaderboard
Rank clients by contribution:
| Metric | What It Shows |
|---|---|
| Total Revenue | Sum of paid invoices in period |
| Pending Revenue | Outstanding invoice amounts |
| Paid Invoices | Count of paid invoices |
| Active Projects | Current project count |
| Reliability Score | Percentage of invoices paid on time |
| Avg Payment Days | Average days from issue to payment |
Sort by revenue, projects, or reliability to find your best (and worst) performing clients.
Client Management
Beyond the dashboard, ClientFlow provides full client management:
Client List
- Browse all clients with search
- Filter by: All, With Invoices, Pending Payment, Overdue
- Sort by various criteria
- Click any client to open their detail panel
Client Detail Panel
Six tabs per client:
| Tab | What You Access |
|---|---|
| Enterprise | Client analytics and performance metrics |
| Insights | Client-specific AI insights |
| Proposals | All proposals for this client (create, view, filter by status) |
| Change Requests | Scope change history (create, approve, reject) |
| Invoices | Complete invoice history (create, issue, mark paid) |
| Projects | Projects assigned to this client |
Actions Available
From any client:
- Create Invoice: Generate new invoice
- Create Proposal: Send new project proposal
- Create Change Request: Document scope changes
- Assign Project: Link existing project to client
- Edit Client: Update client information
- Delete Client: Remove client (with confirmation)
Real Use Cases
For Development Agencies
Problem: You have 8 concurrent projects. Some are fixed-price, some retainer. You're losing money on at least two but don't know which ones.
ClientFlow solution:
- Open Projects Health tab
- Sort by budget usage
- See immediately: Project Alpha at 127% budget (over), Project Beta at 94% (critical)
- Click Project Alpha → see hours breakdown, identify scope creep
- Create Change Request to realign with client
For Design Studios
Problem: You sent 12 proposals last quarter. You closed 4. What happened to the other 8?
ClientFlow solution:
- Go to Client Management
- Filter by entity: Proposals
- Filter by status: Expired or Rejected
- See patterns: Average days before expiry, common rejection points
- Use Insights tab to catch expiring proposals before they die
For Marketing Agencies
Problem: Your biggest client has been slow-paying lately. Is this a warning sign?
ClientFlow solution:
- Open Leaderboard tab
- Find the client → check Reliability Score and Avg Payment Days
- Go to At Risk tab → see if they're flagged
- Check their Client Detail → Invoices tab for payment history
- Proactive conversation before the relationship deteriorates
Two Entry Points
Access ClientFlow from the main navigation:
- Dashboard (
/client-flow) — The seven-tab command center for agency-wide metrics - Clients (
/client-flow/clients) — Client management with detail panels
Both sync in real-time. Create an invoice from the client panel, see it immediately in the dashboard Revenue tab.
Key Integrations
Time Tracking → Project Budget
Time tracked on project tasks flows directly into ClientFlow's budget calculations:
| Time Tracking Action | ClientFlow Impact |
|---|---|
| Start timer on task | Hours accumulate against project budget |
| Complete time entry | Budget usage updates in real-time |
| Track 8 hours | Project health may shift (Healthy → Warning → Critical) |
The Projects Health tab shows budget consumption as a percentage. Projects without time tracked in 14+ days flag as Stalled Project in the At Risk tab.
Proposals → Projects
Approved proposals can be converted directly into GitScrum projects:
- Client approves your proposal
- Click Convert to Project
- Select target workspace
- Project is created with proposal details
The proposal tracks its converted state—you'll see View Project instead of Convert to Project once linked.
Proposals → Invoices
Generate invoices directly from approved proposals:
- Open approved proposal
- Click Generate Invoice
- Choose full or partial invoice amount
- Invoice is created linked to the proposal
The proposal tracks:
- Total invoiced amount
- Remaining to invoice
- Fully Invoiced badge when complete
MCP Integration
ClientFlow is fully accessible via the GitScrum MCP Server, enabling AI assistants to manage agency operations programmatically.
Available MCP Tools
| Tool | Actions |
|---|---|
client | list, get, stats, create, update |
invoice | list, get, stats, create, update, issue, send, mark_paid |
proposal | list, get, stats, create, update, send, approve, reject, convert |
clientflow_dashboard | overview, revenue, at_risk, pending, health, insights, leaderboard, analytics |
clientflowcrossworkspace | Aggregated data across all workspaces |
Example Prompts
With AI assistants like Claude, Cursor, or Windsurf:
"Show me the revenue dashboard for workspace acme"
"Create an invoice for client TechCorp"
"List all overdue invoices"
"Convert the approved proposal to a project"
"Which clients are at risk?"See the MCP ClientFlow documentation for complete tool reference.
Getting Started
ClientFlow requires no separate setup if you're already using GitScrum:
- Access ClientFlow from the main menu (requires agency_owner role)
- Review your clients — existing project contacts appear automatically
- Create your first invoice — from tracked project time
- Check the dashboard — see your agency's financial picture
Next: Quick Start Guide →