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Client management with WIRQO

Understand engagement with the documents that move deals forward—and give client contacts a secure way to stay connected.

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What this module includes in WIRQO

  • Last viewed Date and Time for proposals, invoices, and estimates
  • Client contact login

Why teams adopt this part of the platform

Know when follow-up matters

Last viewed timestamps for proposals, invoices, and estimates help teams time outreach when interest is highest.

A smoother client experience

Client contact login helps customers self-serve without overloading your team.

Common use cases

  • Account executives closing deals
  • Finance teams chasing approvals
  • Customer success monitoring adoption

Explore related modules

These pages are frequently evaluated together during rollout planning.

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Lead management

Turn pipeline motion into measurable outcomes with reminders and reporting that reflect how your team actually sells.

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See how industries operationalize WIRQO on the industries hub, or review integrations.

Frequently asked questions

Can we see when a client viewed an invoice?

Yes. WIRQO tracks last viewed date and time for proposals, invoices, and estimates.

Give every team one place to manage work clearly.

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