All your client details, documents, contracts & more in one single space
Stop opening five tools just to get a STATUS UPDATE. ClientManager pulls your tasks, invoices, tracked time, active clients, team collaboration, and project progress into one dashboard. Everything is sitting right there before you even scroll.
CLIENT & CONTACT MANAGEMENT
CLIENTS DASHBOARD
Every Client. One Screen
Look, what you see on the dashboard.
HOW IT WORKS
Organize client project files and documents (it's too easy).
1
Keep track of every client
No more losing track of where you are with one client. Manage them in one dashboard
2
Collaborate with team members
Assign client tasks or entire projects to one or more team member.
3
Organize client project files
All the assets you need in one simple client dashboard.
Your client control center
Client Dashboard, your dynamic control center! In the All Clients view, you can effortlessly sort through client information, access crucial details instantly, and manage records with quick action buttons. Transform your client interactions into vibrant connections! When you click on each client, ClientManager Centralizes essential client data for quick reference, onboarding, and relationship management. Based on your role permissions, you can view the Details, Engagements, Contacts, Deals, Projects & Documents, and Finances associated with the client.
Documents and Finances
Keep all your documents—proposals, contracts, questionnaires, and invoices—related to the client in one centralized location, empowering you and your team to capture notes, to-dos, and follow-ups with ease and clarity.
Empower your team by providing them with the access they need to thrive!
Tailor their access to client data according to their roles, ensuring they have everything necessary to excel and achieve great success together.
Client Manager’s Features
Unified Dashboard
This dashboard gives you a comprehensive overview of your clients, projects, tasks, and upcoming deadlines. Additionally, the Google-integrated calendar offers a unified view of your availability and meetings. The To-Do section highlights upcoming tasks for clients, all accessible within the dashboard.
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Client Portal
Our client portal provides a branded space to capture all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.
Client & Contact Management
Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively.
Deal Management
Visual sales pipeline that helps you track from first conversation to closure. By connecting deals with your clients/contacts, our platform provides visibility into the sales cycle and enables you to automate tasks and manage pricing.
Products Feature
Streamline your catalog setup and once and use it once across all channels with our built-in product management software. Add products and pricing, and connect deals, proposals, and invoices for a seamless billing experience.
Calendars
Stay on top of meetings, deadlines, and follow-ups with built-in calendar management software. The platform provides a clean monthly view that users can use to schedule events, sync with Google Calendar, and share availability.
Projects & Tasks
Create projects and break them down into actionable tasks. Assign team members and track progress in real time to gain visibility into active projects, upcoming priorities, and your team’s focus. With this powerful project management feature, you will keep your roadmap strategically aligned for success.
Time tracking
Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.
Contracts
With legally binding contracts, digital signatures, version controls, and instant notifications, you will convert prospects from “may be” to “yes” in record time. Our contract management software allows you to build contracts seamlessly and save them as templates for future use.
Proposal
Create professional proposals that close deals with our built-in proposal software. Use templates to speed up your sales process. Monitor proposal status and manage contract versions in a centralized location.
Invoice Management
Get paid faster with professional invoices and instant online payments. Our platform allows you to send recurring invoices, track payments, and overall revenue per client.
Questionnaires
Simplify onboarding by sending structured forms to gather essential client information before the project begins and eliminate endless email exchanges. Use your custom onboarding form to streamline your workflow and ensure a seamless and professional experience.
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ClientManager is the simple client onboarding & management tool.