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Leads Pipeline Management

Never lose track of a lead again and stay ontop of your current and upcoming deals.

LEADS PIPELINE

HOW IT WORKS

Save time and organize your calendar.

1

Keep track of leads

Never lose track of a lead ever again with Clientmanager's simple lead pipeline.

2

Track lead source perfomance

Track where your leads are coming from so you can evaluate perfomance of each leadsource.

3

Organize important lead notes

Write down and organize important notes you need to convert a lead to client.

Keep track of leads

Know the stage of each of the deals in your pipeline and never lose track of them.

Track lead source perfomance

See how well each of your lead sources are performing by tracking the number of leads they bring in.

Organize important leadnotes

Keep important notes about each of your leads organized under their lead profile.

Explore ClientManager's Features

Client Portal

Collaborate with clients - all you need in one dashboard.

Proposals

Create proposals with e-signing and send a URL to the client to sign.

Contracts

Create contracts with e-signing and send a URL to the client to sign.

Invoices 

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

Tasks

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

Team Collaboration

Tag and assign team members to tasks and clients.

Client Dashboard

All you need to manage each client, in one simple dashboard.

Client Onboarding

Send a URL to your client to get their information.

Time Tracking

Track your time per task to ensure you're profitable.

Calendar Dashboard

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

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

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