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CLIENT MANAGEMENT SOFTWARE

Manage Clients Easily

Manage clients, files, documents, requirements and more in one simple dashboard

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CLIENT MANAGEMENT FOR

 

...and any small or large business

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HOW IT WORKS

Manage clients and documents with better efficiency.

1

Add a client

Use the easy to follow form to add a client profile to your account.

2

Set contact and account details

Filll in the required input fields and assign the client to a team member or yourself.

3

Manage documents tasks and more

Collect important files, answers and more from your client and save it on one place.

Add a client

Easily add a client to your Clientmanager account to get started.

Set client details and important details

Fill in essential client details needed to identify and communicate.

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Manage documents and assets

You can start managing client assetz and documents immediately.

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ClientManager's Features

Client Portal

Collaborate with clients - all you need in one dashboard.

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.

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.

GET STARTED TODAY

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