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ClientManager Blog

Articles covering advice and strategies on how to grow your solo freelancing and team business.

Client Management Software for Cleaning Businesses

Running a cleaning business can be demanding, especially when it comes to managing clients, appointments, and schedules. Client...

Easy-to-Use Client Information Form Templates

Gathering the right information from clients is crucial for providing effective service. A client information form helps collect all the...

Popular Accounting Software Used by Accountants

Managing finances can be very tough work. Accountants need tools to make their job easier. Accounting software helps manage money, track...

CRM Tools Every Marketing Agency Should Use

Running a marketing agency comes with its own challenges. Managing multiple clients , campaigns, and deadlines can get overwhelming. The...

Best CRM Software Solutions for Solopreneurs

Running a business alone can be tough. You have to handle everything—clients, tasks, and deadlines. But the right CRM software can make...

How to Write a Clear and Detailed Project Scope

Writing a project scope is important. It tells everyone what the project will do and how it will be done. A good project scope makes...

Must-Have Tools for Small Business Management

Running a small business is hard. You need to manage clients, tasks, and finances. The right tools can help you stay organized and save...

How to Effectively Schedule Business Meetings

Scheduling business meetings can be hard. You need to find a time that works for everyone. You also need to make sure that the meeting...

Best Management Software for Coaches in 2025

Coaching is rewarding but also challenging. You need to manage clients, schedule sessions, and track progress. The right software can...

Effective Management Tools for Small Businesses

Running a small business is challenging. You need to manage clients, keep track of tasks, and handle your team. To make things easier,...

Best Client Intake Form Examples for Businesses

A client intake form helps you collect important information about your clients. It makes the onboarding process smooth and saves time....

CRM Software for Small Business

Running a small business can be tough. You need to manage clients, handle tasks, and grow your business. CRM (Customer Relationship...

Top Skills Every Client Manager Should Have

Being a client manager is not easy. You need to handle clients, solve problems, and keep projects on track. To be great at it, there are...

Best CRM Software for Small Businesses

Finding the right CRM (Customer Relationship Management) tool is important. It helps you manage clients and grow your business. But many...

How To Manage Remote Teams & Employees

Managing remote teams has become a crucial skill for businesses around the world, especially as remote work becomes more common. To...

Client Onboarding Guide: Steps, Tips, Template

A smooth client onboarding process is crucial to ensuring that new clients feel welcomed, informed, and confident about working with...

How To Upsell Clients With More Services

Upselling is an effective way to grow your business by offering additional value to your clients.  When done right, upselling can...

Client Portal Software For Effective Client Management

Effective client management is key to running a successful business. Client portal software helps businesses provide a centralized,...

Client Tracking Software: Tips To Stay Organized

Client tracking software helps you stay organized by centralizing client data, tracking progress, and ensuring no important details are...

Client Dashboard Software for Stronger Client Relationships

Building strong client relationships is essential for any business, and a well-designed client dashboard software can make all the...

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