ClientManager Blog

You're working 50+ hours a week, but your profits don't match your effort. We get it. The real problem lies in the "tracking." This means that you are not properly tracking  billable vs non-billable hours .  Most freelancers and agencies only bill 65% of their actual time, and the best ones hit 85-90%. That 20% difference can mean thousands in lost revenue.  Therefore, ClientManager has to enter the market to reduce the risk of losing the revenue that businesses deserve.   This guide shows...

Creating proposals from scratch is a never-ending task. We get it.  Every new client who is starting over has to format documents, rewrite the same sections again and again, and hope not to miss anything important. This scraps all the valuable time, which can also lead to response delays and cost you potential deals.   Our ClientManager Software understands it well. You can create ready-to-send professional proposals directly inside our platform instead of downloading random templates and...

Closing a deal shouldn’t feel like a marathon. Yet too often you’re stuck printing, scanning, and mailing documents while the momentum slips away. It’s frustrating, time-consuming, and slows down your business. That is where  e-signatures  slide in. This solution brings ease to signing any of your business documents from anywhere in a matter of minutes, legally. By using reliable e-signature software , you can send proposals and contracts for approval within a few minutes. In combination with...

Managing clients without the right software is like working in the dark. Endless email threads from everywhere, misplaced files, and missed deadlines. That’s unprofessional and frustrating. Especially for agencies and freelancers , where you can’t waste your time finding sheets all day. It can put your client relationships and reputation at high risk.   But if we say you can manage all of it in one place. How does it sound? We know it feels good.  To make you feel best with your work. Client...

You’ve got the skills. The team. The tools. But somehow, projects still get derailed. Deadlines slip. Clients go quiet—or worse, go...

Introduction You onboarded the client. Delivered the service. Got positive feedback. But how do you know  if they’re actually successful?...

H2 Introduction You’re delivering the work. The inbox isn’t pinging with complaints. But somehow… the relationship feels off. It starts...

H2 Introduction Let’s be honest—retaining clients is both a science and an art. While delivering results matters, client satisfaction...

Introduction Feeling like clients are slipping through the cracks? You’re not alone. Retaining clients is far more cost-effective than...

Introduction Client data is at the heart of every service-based business—but how you collect and organize it can make or break client...

Introduction A well-optimized CRM system is the backbone of an efficient client management process. It helps businesses organize data,...

Introduction Client retention is the backbone of a sustainable business. Acquiring new clients is important, but retaining existing ones...

Getting paid on time is crucial for keeping your business running smoothly and maintaining healthy cash flow. Yet, late client payments...

Delivering clear and actionable reports to your clients is essential for showcasing results, maintaining transparency, and strengthening...

Crafting the perfect email can save you time, set the right tone, and ensure clear communication with your clients. Whether you’re...

Protecting client data is crucial for any service-based business. Whether you’re handling personal details, payment information, or...

Running a service-based business isn’t just about delivering great work—it also means keeping track of your clients, staying on top of...

Scheduling client meetings can be a daunting task for freelancers and small business owners. Coordinating meeting times, handling...

Coordinating projects, responding to inquiries, and juggling deadlines all at once can drain your energy and shift your focus away from...

Upselling clients can be a delicate process for freelancers and small business owners. On one hand, you want to increase your revenue and...