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How ClientManager Works

Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your freelancing business and agency. 

Calendar

Get a bird's eye view of events/tasks right from your dashboard to help you plan your month, week, and day.

See an overview of events/tasks

Upcoming event reminder alerts

Monthly, weekly, daily view

PRODUCT

How It Works

Features

Pricing

Roadmap

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

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Onboard & manage your clients with ease.

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

Tasks

Manage your projects and tasks without the fluff in our super-clean user interface. Think a simple version of Notion & Trello having a baby.

Group tasks by category

Monthly tasks that reset

Assign team members

Onboarding

Get all the info you need from a client (images, assets, passwords, text, answers to questions, etc.) via an easy-to-answer form.

Replace emails

Send a URL with questions

Client responds & uploads info

Proposals

Create beautiful proposals from our clean proposal builder UI.

Digital signatures

Customize text & images

PDF & URL options to send

Contracts

Create beautiful contracts from our clean contract builder UI.

Digital signatures

Customize text & images

PDF & URL options to send

Collabs

Work with your team on all or selected client projects - from tasks, to client info (basically all you need).

Assign team members to tasks

Assign team members to clients

Collab to get things done

Client Dashboard

All client information in one dashboard. Manage your client with all you need.

Effective client management

Access assets, proposals, etc.

General & monthly tasks

Time Tracking

Keep up to date with how you and your team spends your time and calculate cost-to-client.

Project time overview

Manually add time per task

Admin access to hourly rates

Roadmap

We're constantly trying to make ClientManager better - please give us any feedback to help (link here).

What we're working on

Planned upcoming features

Always trying to be better

ClientManager is

Not just another project management tool

Not bloated with useless features

Not just another overpriced CRM

Not complicated

No fluff

The perfect tool for freelancers & agencies

What you can do with ClientManager

How ClientManager Works

Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your freelancing business and agency. 

© 2022 ClientManager  |  A division of KBP Holdings (Pty) Ltd.

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