Client Onboarding | ClientManager.io
top of page

Onboard Clients In Minutes 

Get your client information to start your project with a simple URL using ClientManager

CLIENT ONBOARDING

HOW IT WORKS

Start projects faster with a more efficient onboarding system.

1

Create your onboarding form

Easily create the questions you want to ask your client.

2

Collect client details with a simple url

Your client completes the questionnaire form and uploads relevant info.

3

Get notified when it's complete

Easily download and have access to all you need to start the project.

Onboard Clients in Minutes

Stop the back and forth emails and use ClientManager to get started in minutes.

Create Questionnaires to Collect Info

All the information you need from your client through one customizable link for each client.

Client Completes Form = Done

Our clean UX ensures no confusion and no fluff for the client.

Explore ClientManager's Features

Proposals

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

Learn More

Contracts

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

Learn More

Invoices 

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

Learn More

Tasks

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

Learn More

Team Collaboration

Tag and assign team members to tasks and clients.

Learn More

Client Dashboard

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

Learn More

Client Onboarding

Send a URL to your client to get their information.

Learn More

Time Tracking

Track your time per task to ensure you're profitable.

Learn More

Calendar Dashboard

Clean calendar dashboard to get a bird's eye view of events/tasks.

Learn More

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

bottom of page