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
Upcoming event reminder alerts
Monthly, weekly, daily view
PRODUCT
RESOURCES
ClientManager is the simple client onboarding & management tool for freelancers and agencies.
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.