Pricing
All plans include a risk-free 7-day trial.
Contact Us
โ
Enterprise
unlimited people
Work with unlimited “team members” in your account
unlimited contractors/collaborators
Collab on projects via shareable kan-ban & client portal
unlimited clients
Work with unlimited clients
unlimited client portals
Work on unlimited active portals
4GB file storage
For all your assets, files, and documents
100GB file storage
Free 7-Day Trial
$36 /month
Save 20% with the yearly plan
Team
3 people
Work with up to 10 “team members” in your account
100 contractors/collaborators
Collab on projects via shareable kan-ban & in client portal
100 clients
Work with up to 100 clients at a time
100 client portals
Work on up to 100 active portals at a time
2GB file storage
For all your assets, files, and documents
100GB file storage
Free 7-Day Trial
POPULAR
$12 /month
Save 20% with the yearly plan
Solo
1 person
You are the only “team member” in your account
10 contractors/collaborators
Collab on projects via shareable kan-ban & in client portal
10 clients
Work with up to 10 clients at a time
10 client portals
Work on up to 10 active portals at a time
1GB file storage
For all your assets, files, and documents
100GB file storage
Free 7-Day Trial
Want to pay ONCE-OFF?
How Your Free Trial Works
Our free trial transparency with no surprises:
FREE ACCESS FOR 7 DAYS
01
Today
Explore ClientManager without paying anything.
02
Day 5
An email is sent to you as a reminder your trial is ending soon.
03
Day 7
Your account is charged. Cancel anytime before to avoid this.
Frequently Asked Questions
Contact us if you have more questions.
Think of it like a team member/employee. So if you're in a team, you can tag other members and collab with them on projects.
Simply contact us via a support link in the app and we'll do our best to help you ๐
Pricing is exclusive of taxes. This will be calculated on checkout via our payment platform.
We don't. You can try out ClientManager for free for 7 days and see if you like it (but we know you will) ๐
Sure! You can downgrade or upgrade at anytime from the Settings page.
We don't. But you're welcome to buy one plan for the price of two, and get one free.
โ"As a growing digital marketing agency, ClientManager is essential to our team's workflow by simplifying our onboarding, staying organized, and keeping our client projects on track."
JACOB WULFF, NETSICLE
"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.
ClientManager replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN
"Previously, we were using 4 tools JUST to manage our clients, contracts, projects, and our team. But ClientManager makes all of it SO easy with its clean interface and user-friendly platform."
ARRON, VIKINGFINITY
Client Manager has all the features you need to run your business
โUnified Dashboard
โThis 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.
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
โManage 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
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.
PRODUCT
RESOURCES
COMPANY
ClientManager is the simple client onboarding & management tool.
FEATURES
COMPARISON
Solo
Enterprise
Team
Compare Plans
4GB
2GB
1GB
File Storage
Storage for documents, files, and assets.
Unlimited
100
10
Clients Included
How many clients you can have in your account.
Unlimited
10
1
Team Members
How many users you can have in your account.
Unlimited
100
10
Collaborators
Contractors you can work with on shareable kan-ban
10
Unlimited
100
Client Portal
How many portal dashboards you can create. Example
Calendar
Get a bird's eye view of important events/tasks.
Invoicing
Create once-off and recurring invoices in under 5 minutes.
Manage tasks and projects in a clean interface.
Tasks
Client Dashboard
All you need to manage each client, in one simple dashboard.
Leads Pipeline
Manage your leads in a leads pipeline.
Proposals
Create unlimited proposals with e-signing
Schedule Meetings
Schedule and book meetings from your dashboard.