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Manage Clients More Effectively

Keep Tasks, Assets, Contracts, Documents, Questionnaires and more, organized for each client



Organize client project files and documents (it's too easy).


Keep track of every client

No more losing track of where you are with one client. Manage them in one dashboard


Collaborate with team members

Assign client tasks or entire projects to one or more team member.


Organize client project files

All the assets you need in one simple client dashboard.

Keep track of your clients

Organise and view all your clients in your main client dashboard.

Collaborate with team members

Assign teammates to individual tasks or clients and track their timesheet directly from your dashboard.

Organize project files

Organize your workflow with one dashboard to manage everything related to each client. Tasks, files, and more in one place.

ClientManager's Features

Client Portal

Collaborate with clients - all you need in one dashboard.


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


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


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


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

Client Onboarding

Send a client intake URL to your client to get their information.

Team Collaboration

Tag and assign team members to tasks and clients.

Client Dashboard

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

Schedule Meetings

Create and manage meetings with Clients directly in the dashboard.

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.

Leads Pipeline

Simple leads pipeline to manage your prospects.

Onboard & manage your clients with ease.

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


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