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CLIENT MANAGEMENT FOR
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.
Manage documents and assets
You can start managing client assetz and documents immediately.
ClientManager's Features
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