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SIMPLE

Client Portal Software

Interact, collaborate, and manage projects with your clients from one dashboard.

WHITE LABEL

All You Need In One Client Portal

1

Make Requests

No more emails - just simple request messages.

2

Book Meetings

Schedule meetings directly from the client portal.

3

Manage Documents

All the assets you need in one place.

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Client Portal Demo

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.

Get Started in 3 Steps

2

Activate Client Portal & Send Invite

Add your client, and activate their portal.

1

Create A Free Account

Enjoy free access for 7 days.

3

Collab & Enjoy

All you need in one client portal.

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

Questions About Client Portal

  • No 🙂 it's included in all plans. There's just a limit on the number of portals you can create per plan.

  • Yes 🙂 use your own logo, email, and domain. There's an additional fee to add this to your account.

  • No, that's different. The dashboard is an overview of your business/team. The client portal is relating to your client.

  • Check our demos on YouTube and contact support if you need help 🙂

CLIENT PORTAL FOR

 

...and any other business

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