How ClientManager
Works
Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your business.
YOUR SIMPLE CLIENT ONBOARDING & MANAGEMENT SOFTWARE YOUR END-TO-END CLIENT MANAGEMENT SOFTWARE
Calendar
Get a bird's eye view of events/tasks right from your dashboard to help you plan your month, week, and day. Boost your productivity by integrating Google Calendar with ClientManager! Gain a clear overview of your events and tasks, share your availability with clients, and efficiently plan your time.
Integrate with your Google calendar
Upcoming event reminder alerts
Monthly, weekly, daily view
Share your availability
"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.
Finally, I found ClientManager, which has everything I need to run my business in a simple and easy-to-use way. It replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN
How ClientManager Works
Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your freelancing business and agency.
Contracts
Create beautiful contracts from our clean contract builder UI. Use our templates or build your own custom branded contracts. Send for client signature and track enagement
Digital signatures
Build your brand-aligned contracts
Customize format, text, and images
Invoice Management
Create once-off and recurring invoices in under 5 minutes. Use our templates or build your own Invoice templates. Integrate with your payment partners and schedule for one-time or recurring payments.
Digital signatures
Accept Bank or Paypal payments
PDF & URL options to send
Create a Invoice with a Client, Deal, or a Project
Projects & tasks
Manage projects with ease. Like Trello + Notion having a baby. Get rid of your project management tools, you can manage your projects and tasks seamlessly, track progress and assign to team.
Share project status with your clients
Priortize to align your roadmap
View project/task status and upcoming deadlines
Customize your own project template
Proposal
Create beautiful proposals from our clean proposal builder UI. Use our templates or build your own proposal templates using our custom builder. Send for digital signatures, and track status.
Digital signatures
Customize format, text and images
PDF & URL options to send
Create a Invoice with a Client, Deal, or a Project
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Unified Dashboard
Get all the info you need from a client (images, assets, passwords, text, answers to questions, etc.) via an easy-to-answer form. Easy access dashboard with a view of your clients, invoices, calendar, to-dos, upcoming tasks, and reminders.
View notifications from clients or task assignments
Single calendar view, integrated with your Google Calendar
Client responds & uploads info
All your to-dos in one place
Client Portal
Collaborate with Clients and Team Members from a simple dashboard. Captures all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.
Branded portal for your clients.
Track Tasks and Requests
Share all assets and documents in a secure way
Your clients can reach out to you directly via portal
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Client & Contact Management
All client information in one dashboard. Manage your client with all you need. with “Manage multiple contacts per client with roles and relationship tracking in one database for effective engagement and follow-up.
Effective client & contact management
Access all the assets, projects, proposals, etc. in the same place
Imports clients and contacts easily
Collab
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
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
PRODUCT
RESOURCES
COMPANY
ClientManager is the simple client onboarding & management tool.
FEATURES
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