Meet ClientManager
Your Simple Onboarding & Client Management Software.
Struggling To Onboard & Manage Clients?
Get Started In 2 Minutes • Cancel Anytime
Loved By 1,500+ Users
Easy To Use
For Solo Businesses & Teams
All You Need, Without The Complicated Extras
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders, 5Four Digital
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders, 5Four Digital
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders, 5Four Digital
Run Your Business. Don't Let It Run You.
ClientManager is the "no-fluff" tool you need to get on top of things.
Everything you need is just a matter-of-clicks away:
WHAT YOU CAN DO
Client Onboarding Made Easy
Stop the 20 emails. Create a custom onboarding form → Send the URL to your client → Done.
Proposal Builder
Proposals Made Simple
No more printing proposals & wasting time. Create your proposal online and send your client a URL to digitally sign.
Proposal Builder
Monitor Your Time
Get on top of how you spend your time so you can remain profitable with manual Time Tracking per task.
Proposal Builder
Easy Project Management
Manage projects and tasks with your team from our clean UI without needing a tutorial on how it actually works.
Proposal Builder
Run your business.
Don't let it run you.
Stop complicating your business operations with complicated tools and processes.
Start streamlining your workflow with ClientManager.
TAKE CONTROL OF YOUR BUSINESS
Easy Client Onboarding In-Take Forms
Send a client intake form URL in a few minutes.
Simple Client Management Software
Everything you need to get things done, in one place.
All the features you need, from start to finish.
Lead → Client → Project → Payment
ALL YOU NEED WITHOUT THE FLUFF
Lead Management
A clean lead pipeline and prospect interface to manage your leads.
Client Management
Effective client management from tasks, assets, onboarding, and more.
Project Management
Create projects and manage tasks (and your team) with our simple to use dashboard.
Payment
Create and send once-off and recurring invoices while you're making a coffee.
Here's a quick 1-minute overview of what you can expect.
See How ClientManager Works
60 SECOND DEMO
"I searched for a long time to find an “all-in-one” tool that could handle both CRM and project management for my web design agency.
Finally, I found ClientManager, which has everything I need to run my business in a simple and easy-to-use way. It replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN
"As a growing digital marketing agency, ClientManager is essential to our team's workflow by simplifying our onboarding, staying organized, and keeping our client projects on track."
JACOB WULFF, NETSICLE
"Previously, we were using 4 tools JUST to manage our clients, contracts, projects, and our team. But ClientManager makes all of it SO easy with its clean interface and user-friendly platform."
AARON, WIKINGFINITY
Make Running Your Freelance Business Easier
Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your freelancing business and agency.
CLIENTMANAGER IN ACTION
Get Started in 3 Easy Steps
Start running your business with ClientManager in a few minutes:
HOW IT WORKS
03
Use It
By now, you should be crying for not using it sooner.
Nice Words From Our Users
TESTIMONIALS
It has everything you are looking for to easily onboard clients like a professional. And the best thing is - it’s SUPER easy to use.
Rob O'Rourke
Entrepreneur
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders
5Four Digital
An amazing tool for freelancers who want to easily manage their client projects. It makes onboarding & project management easy 🙂
Alex Thomas
Freelancer
A great tool to manage your freelancing clients in a simple, quick, and easy way.
Nat Miletic
Clio Websites
ClientManager is both simple and powerful, which is rare in my experience.
Brad Traversy
YouTuber
This is the kind of structure I've always been looking for all in one place, finally!
Adrian Twarog
Moshi Moshi
Client Onboarding Made Easy
ClientManager is the "no-fluff" tool you need to get on top of things. Everything you need is just a matter-of-clicks away:
Proposal Builder
Contract Builder
Time Tracker
PRODUCT
RESOURCES
COMPANY
ClientManager is the simple client onboarding & management tool.
FEATURES
COMPARISON
"I searched for a long time to find an “all-in-one” tool that could handle both CRM and project management for my web design agency.
Finally, I found ClientManager, which has everything I need to run my business in a simple and easy-to-use way. It replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN