DEALS
Track Every Deal. Close More Business.
As your pipeline grows, it can be challenging to stay on top of everything! But don't worry - ClientManager’s deal management dashboard is here to help! It beautifully organizes each opportunity, allowing you to effortlessly see what stage every deal is in, its value, and what requires your immediate attention. Stay focused and empowered as you nurture your client relationships and drive success!
Full visibility and Clarity. No deals falling through the cracks.
HOW IT WORKS
Deal Pipeline Management Just Got SIMPLER
1
Put a number on every opportunity
Every deal gets a value, a probability score, and an expected close date. You stop guessing what your pipeline is worth and start seeing it clearly.
2
Stage it. Filter it. Prioritize it.
Prospecting, Qualification, Proposal, Negotiation, Closed Won. Each stage reflects a step your client takes before they say yes. Set a priority level on every deal so your team always knows what to work on first.
3
New business, renewals, upsells (all tracked separately)
The ClientManager deal feature lets you tag deals by type. So you always know if you are growing new revenue, retaining existing clients, or expanding current accounts.
DEAL PIPELINE MANAGEMENT BENEFITS
The Deals Are There. Now Put Your Pipeline to Work
Filter by stage, priority, or lead source to get to the right deals fast. Find any one of them in seconds. Track every outcome, open, won, lost, or abandoned, so nothing ever goes unnoticed. ClientManager puts you in control of your pipeline, and that is exactly where you should be.
The Wrong Deals Will Eat Your Day. FILTERS Fix That
Not every deal in your sales pipeline management CRM deserves equal attention today. Some are ready to close. Others are weeks away. ClientManager lets you filter by stage, deal type, priority, or lead source, whether that is a referral, cold call, email campaign, or social media inquiry. Once filtered, sort by close date, deal value, or win probability to decide what comes first. Two steps and your pipeline goes from overwhelming to completely manageable.
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.
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Client Manager’s Features
Unified Dashboard
This dashboard gives you a comprehensive overview of your clients, projects, tasks, and upcoming deadlines. Additionally, the Google-integrated calendar offers a unified view of your availability and meetings. The To-Do section highlights upcoming tasks for clients, all accessible within the dashboard.
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Client Portal
Our client portal provides a branded space to capture 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.
Client & Contact Management
Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively.
โDeal Management
Visual sales pipeline that helps you track from first conversation to closure. By connecting deals with your clients/contacts, our platform provides visibility into the sales cycle and enables you to automate tasks and manage pricing.
โProducts Feature
Streamline your catalog setup and once and use it once across all channels with our built-in product management software. Add products and pricing, and connect deals, proposals, and invoices for a seamless billing experience.โโ
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Calendars
Stay on top of meetings, deadlines, and follow-ups with built-in calendar management software. The platform provides a clean monthly view that users can use to schedule events, sync with Google Calendar, and share availability.
Projects & Tasks
Create projects and break them down into actionable tasks. Assign team members and track progress in real time to gain visibility into active projects, upcoming priorities, and your team’s focus. With this powerful project management feature, you will keep your roadmap strategically aligned for success.
Time tracking
Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.
Contracts
With legally binding contracts, digital signatures, version controls, and instant notifications, you will convert prospects from “may be” to “yes” in record time. Our contract management software allows you to build contracts seamlessly and save them as templates for future use.
Proposal
Create professional proposals that close deals with our built-in proposal software. Use templates to speed up your sales process. Monitor proposal status and manage contract versions in a centralized location. โ
Invoice Management
Get paid faster with professional invoices and instant online payments. Our platform allows you to send recurring invoices, track payments, and overall revenue per client.
Questionnaires
Simplify onboarding by sending structured forms to gather essential client information before the project begins and eliminate endless email exchanges. Use your custom onboarding form to streamline your workflow and ensure a seamless and professional experience.
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ClientManager is the simple client onboarding & management tool.
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