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Proposal Builder

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

Contract Builder

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

Calendar Dashboard

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

Tasks

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

Collaboration

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

Client Dashboard

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

Onboarding

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

Time Tracking

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

Roadmap

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

Features

All the features you need to effectively run your business, without the fluff.

Onboard & manage your clients with ease.

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

ClientManager is the simple client onboarding & management tool for freelancers and agencies.

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