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The Simple Client Onboarding & Management Platform

The non-complicated project management and onboarding solution to run your business.

Join 300+ freelancers and agencies
using ClientManager to run their business

The All-In-One Platform

For Freelancers & Agencies

Proposals

Create proposals with e-signing and send a URL to the client to sign.

Contracts

Create contracts with e-signing and send a URL to the client to sign.

Invoices 

Create once-off and recurring invoices in under 5 minutes.

Tasks

Manage projects with ease. Like Trello + Notion having a baby.

Team Collaboration

Tag and assign team members to tasks and clients.

Client Dashboard

All you need to manage each client, in one simple dashboard.

Client Onboarding

Send a URL to your client to get their information.

Time Tracking

Track your time per task to ensure you're profitable.

Calendar Dashboard

Clean calendar dashboard to get a bird's eye view of events/tasks.

COMING SOON

THIS is what web design agencies have been waiting for.  A tool we can leverage to manage projects with ease.

John Saunders, 5Four Digital

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

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

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

Easy Client Onboarding

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 Client Onboarding

​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 process. Start streamlining your workflow with ClientManager.

TAKE CONTROL OF YOUR BUSINESS

Easy Client Onboarding

Send a client intake form URL in a few minutes.

Simple Client Management

Everything you need to get things done, in one place.

Onboard & manage your clients with ease.

Take control of your business. Save time and money - and actually enjoy the process, with ClientManager.

GET STARTED TODAY

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.

COMING SOON

"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

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 freelance business or agency with ClientManager in a few minutes. Here's how:

HOW IT WORKS

01

Sign Up

Choose a plan and try ClientManager for 7 days (for free).

02

Browse It

Familiarize yourself with the dashboard and features.

03

Use It

​​By now, you should be shedding a tear 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

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