PRODUCT MANAGEMENT SOFTWARE
The Smarter Way To Manage What You Sell
Client Manager's product management software is where your service catalog lives. Organized by type, family, and billing unit, and connected directly to every proposal and invoice you send. Set it up once, use it every time, and take the benefits.
Build Your Product Library
Start by outlining all the amazing services you provide! For each service, include a catchy name, product code, family group, and unit of measure. You have the flexibility to choose how you'd like to charge—by hour, day, project, or individually—whichever works best for you! The best part? Setting everything up takes just a few minutes, and you only have to do it once. Let’s get started on this exciting journey together!
Filter and Organize
As your service catalog grows, staying organized becomes even more important! With the ability to filter by product type or status and customize your dashboard, you can easily find the right service without delay. This ensures you’re always ready to meet your clients' needs promptly and effectively!
Pull Into Proposals and Invoices
When you're ready to send a proposal or invoice, you'll love having your complete product library at your fingertips! Just select a service, add it to your document, and you’re all set. No need to retype names, remember rates, or sift through last month’s invoices. Streamlining this process makes everything simpler and more enjoyable!
HOW IT WORKS
Stop Managing Your Services Across Five Different Places
It’s time to bring clarity to your process! Instead of juggling a rate in one document, a service name in another, and outdated pricing from an old proposal, ClientManager unites everything in one convenient tab. This way, you'll have the right information at your fingertips, ensuring a seamless experience. Let's transform the chaos into streamlined success together!
One Dashboard for Everything You Offer
Most freelancers and agencies sell a fixed set of services. The problem is never what they offer. It is where that information lives. Pricing notes in one document, service names in another, and rates that changed 3 months ago are still floating around in old proposals. Client Manager fixes that with one centralized place for everything you sell.
Every Service Entry Holds the Full Picture
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Product or service name that your client actually sees
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A unique product code for internal tracking and quick reference
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A family group to keep related services together
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Product type, either Product or Service, depending on what you offer
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Unit of measure: Each, Hour, Day, Week, or Project
Discounts and Pricebooks, Built Right In
Not every client pays the same rate. Retainer clients get different pricing. Bundled services need their own structure. Tiered packages require a separate logic altogether. Rebuilding that math manually every time you send a document is precisely the kind of work that should not exist in your workflow.
Flexible Pricing Without the Extra Steps
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Create a discount once, apply across the right proposals and invoices
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Build a pricebook for any client, project, or engagement.
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Keep retainer pricing separate from one-off project rates
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Pull the right price book the moment you open a new proposal
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Send every document with pricing already locked in.
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.
Deal 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.
Products 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.
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.
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.
Frequently Asked Questions
A product is a fixed, one-time deliverable. A software license, a report, and a design file. Something with a clear endpoint. A service is an ongoing effort, including development hours, a monthly retainer, and a consulting package. When you are setting up your CRM product catalog in Client Manager, you pick the type that matches what you actually sell. It keeps your proposals accurate and saves you from explaining the difference to a confused client later.
No. You add everything once, and it stays in your catalog. Name, code, rate, unit of measure, all of it. The next time you open a proposal or invoice, your full list is sitting there. You pick what applies to that client and send it. Most people who switch to client management software with product catalog say this single change saves them more time than anything else.
A pricebook is a saved set of rates you apply to a specific client type or project. If your retainer clients pay a different rate than your one-off clients, store that separately so you don't have to adjust it by hand every time. It is one of those product management tools that feels unnecessary when you have three clients and becomes essential when you have twelve.
A spreadsheet sits outside everything else you do. You open it, find the service, copy the name, copy the rate, paste it into your proposal, and hope nothing has changed since you last updated it. Product management software like Client Manager keeps your catalog connected directly to your proposals and invoices. What goes into the document is always pulled from the same source, so the rate is right, the service name is right, and you are not second-guessing anything before you hit send.
Everyone works from the same catalog. That is the point. When you are running an agency, and three people are sending proposals on the same week, you cannot have each person working from their own version of the service list. With Client Manager, one person updates the catalog, and the whole team is automatically on the same page. There would be no syncing, forward-updated spreadsheets & rate matches on client documents.
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ClientManager is the simple client onboarding & management tool.
