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LOOKING FOR A CLIENTARY ALTERNATIVE?

Clientary vs. ClientManager

Fluff is nice on kittens. Not client management software. ClientManager removes the unnecessary extras to help you run your business without the frustrations.

Trying To Choose Between Clientary And ClientManager?

Do you feel like spending 3 hours comparing features and pricing?


We didn’t think so.

So, here's the TL;DR:


If you're a solopreneur or agency looking for a user-friendly tool to streamline your sales and CRM, definitely check out Clientary. 

But, if you’re looking for a more versatile all-in-one tool that combines sales, CRM and project management tools at a more affordable price point, then ClientManager might just be calling your name.


We'll go into a little more detail below.

Of course, you could always just try both options for free and see which your prefer.

It doesn’t matter whether you’re a solopreneur or a business owner managing a bigger team, we’re betting you’re truly only looking for ONE thing in a CRM:


A way to simplify your life.


…So you don’t have to curl up in a fetal position when you see yet another meeting added to your calendar or the zillionth ‘mention’ in your inbox.


No one is looking for MORE COMPLEXITY.


We have enough to go around.


So why is it that most tools out there feel like they ADD rather than remove the complications?


They’re either too advanced, too confusing, or too expensive…

Or you need seven different tools to manage everything you need to do.

Then there’s the ones that actively try to take over your laptop and force you to work the way they want you to.


How about we Keep It Simple, Stupid?

Using – Or Choosing - A CRM Shouldn’t Make Your Life MORE Complicated…

ClientManager is on one mission: to make managing clients simple – the way it should be.

 

After all, landing new clients should be a time to celebrate. Not a time for panic attacks when you wonder how you’re going to keep five extra balls in the air.


​That’s why for the past few years we’ve been working to create an affordable, clean, clutter-free CRM solution that keeps all your client shenanigans in one place…so it doesn’t feel like you’re constantly trying to herd a bunch of cats.  


We’ve purpose-built it as all-in-one tool for freelancers and small teams that can easily scale with you as you grow.


And you don’t have to worry about finding three other tools to plug the gaps – ClientManager covers your full client workflow, from managing leads to processing payments, and makes it easy to keep your team in the loop without micromanaging them.


Honestly, it’s the tool we wish we’d had when we started out.


We’re not shy to say it’s a work-in-progress. Because no tool can claim to be perfect. In fact, our Roadmap is one of the features our users love – you can see exactly what we’re working on behind the scenes to add and improve features according to our users’ needs (and wants).


And that’s what makes it so much fun to be a part of.


Why not join our ClientManager community and see for yourself?

ClientManager Keeps It Simple – The Way It Should Be

"I searched for a long time to find an “all-in-one” tool that could handle both CRM and project management for my web design agency.

 

ClientManager replaced several online tools, solving many of my problems."

NICK SUY, NICK SUY WEB DESIGN

The Difference Between ClientManager & Clientary

Look, even we don’t have time to nitpick all the differences between ClientManager and Clientary. (We’re too busy working on making our own product as awesome as possible).


Truth is, they’re pretty similar. 


Both ClientManager and Clientary offer a solid toolkit for service based businesses to easily wrangle your client and team workflows, communication and collaboration on one intuitive cloud-based platform. 


With custom branded client portals, lead and project tracking, file management, scheduling, proposal creation and invoicing, both platforms provide a robust set of essential CRM and project management tools for freelancers, agencies and a wider range of client-facing businesses. 


That said, here are a few subtle differences that may matter to you when weighing up your options:

1

Client Collaboration 

Clientary has the essential tools you need to streamline your client workflows, but its main focus is on handling the financial side, and helping you present a professional image to your clients with branded client portals. 


If you’re a smaller business, consultant or agency where collaboration and a customized client experience are important, ClientManager may be a better fit.

 

Our focus on simple communication tools and a smooth onboarding experience makes it easy to stay connected and collaborate effectively.

2

Plan Structure

While Clientary and ClientManager are very similarly priced (Clientary’s Small Business plan is $19/month vs. ClientManager’s Solo plan at $12/month), the difference comes in plan structure. 


Clientmanager gives you freedom to work with more team members and collaborators (making it better suited to agencies), and we keep our plans extremely simple, giving you access to ALL our features and updates, whatever plan you’re on. 


You can also save big time on our annual and lifetime plans, whereas Clientary only offers a monthly option.    

3

Flexibility And Creativity to Grow With Your Business

With limited integrations and a set array of features, Clientary seems focused on catering to business who are happy with doing things a certain way.

 

In other words, while it’s a solid solution, it’s also a closed solution that doesn’t give you much room to expand and diversify - which could be a dealbreaker down the road.. 


If you’re a solopreneur or creative team who wants something that can grow with your ambition and imagination, you may want to look elsewhere. (Hint: ClientManager doesn’t believe in ceilings and boxes.) 

How ClientManager Helps You Get More Done With Less

ClientManager is purposefully designed to help you block out the noise and focus on what matters.
Here are few ways we’re committed to cutting the clutter:

We won't make you watch a 3-hour tutorial or book a consultant to get set up. (We’re big on 60-second walkthroughs).

We won't hold your data hostage in a million submenus.

We don’t color code to death to disguise our lack of intuitive design. Our dashboards keep things clear and actionable at a glance.  

We won’t annoy you with our ‘whimsical banter.’ We know you’ve got work to do. (And you don’t need a fluffer to get it done).

We don’t expect you to shape-shift to fit with our system. It’s there to work for you.

We don’t hide our human support team behind a higher paywall (they’d get too lonely).

**Warning: Using ClientManager may result in increased free time. Use responsibly.

Still After that List of Features?

(We get it. Lists are comforting. Like kitten fluff.)


Here at ClientManager, we don’t throttle features based on budget or how many team members you’re planning to cut out of the will.


We don’t charge per seat, and you can count our pricing plans on one hand (even if you’ve lost 2 fingers). Plus, we’ll never sneak in any hidden fees or try to lure you into ‘premium’ offers.  


Whichever plan you choose, you get access to all the features you and your team need, including:

Client Portal

Collaborate with clients - all you need in one dashboard.

ClientManager-Client-Portal.png

Proposal Builder

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

ClientManager-io Proposal Builder.png

​Contract Builder

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

ClientManager-io Contract.png

Invoice

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

ClientManager-io Invoice.png

Calendar Dashboard

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

ClientManager-io calendar.png

Tasks

Manage projects with ease in our super-clean, beautiful user interface.

ClientManager-io Tasks.png

Collaboration

Tag, mention, and assign team members within relevant tasks and client dashboards.

ClientManager-io Tasks.png

Client Dashboard

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

ClientManager-io dashboard.png

Onboarding

Send a URL to your client to get their information and replace emails.

ClientManager-io dashboard.png

Schedule Meetings

Schedule and book meetings directly from your dashboard.

ClientManager-io Meetings.png

Leads Pipeline

Track and keep up with your lead pipeline directly from your dashboard.

ClientManager-io Leads Pipeline.png

Time Tracking

Add how long each task takes so you can calculate cost-to-client.

ClientManager-io Time tracking.png

Roadmap

Don't see what you need? Take a look out our public roadmap here.

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He Said, She Said…

We’ve got some opinions about why users love ClientManager and what makes them choose it over other platforms like Clientjoy, Bonsai and Honeybook.

 

But we’d rather let them do the talking.

"Previously, we were using 4 tools JUST to manage our clients, contracts, projects, and our team.

 

But ClientManager makes all of it SO easy with its clean interface and user-friendly platform."

Arron, Vikingfinity

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"This is the kind of structure I've always been looking for all in one place, finally!"

Adrian Twarog, Moshi Moshi

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"ClientManager is both simple and powerful, which is rare in my experience."

Brad Traversy, YouTuber

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HOW IT WORKS

ClientManager Demo

Watch ClientManager In Action

Run your business. Don't let it run you.

Take control of your business. Save time and money - and actually enjoy the process, with ClientManager.


It’s time to cut the fluff.

GET STARTED TODAY

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