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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. 

THE PERFECT TOOL FOR AGENCIES & FREELANCERS

Calendar

Contracts

Invoices

Tasks

Proposal

Onboarding

Dashboard

Collab

Time Management

Roadmap

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

"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

Onboard & manage your clients with ease.

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

GET STARTED TODAY

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.

Digital signatures

Customize text & images

Customize text & images

Invoices

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

Digital signatures

Customize text & images

PDF & URL options to send

Access to all features

Tasks

Manage projects with ease. Like Trello + Notion having a baby.

Group tasks by category

Monthly tasks that reset

Assign team members

Proposal

Create beautiful proposals from our clean proposal builder UI.

Digital signatures

Customize text & images

PDF & URL options to send

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

Client Portal

Collaborate with Clients and Team Members from a simple dashboard.

Easy To use Dashboard

Track Tasks and Requests

Book Meetings from Dashboard

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

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

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

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