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

Client Portal

Collaborate with clients - all you need in one dashboard.

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.


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

Calendar Dashboard

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


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


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.


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

Schedule Meetings

Schedule and book meetings directly from your dashboard.

Leads Pipeline

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

Time Tracking

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


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

Onboard & manage your clients with ease.

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


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