Manager and track your Projects and Tasks with ease
Create projects and actionable tasks and organize them by client. Assign team members, track progress in real time and ensure visibility on priorities with your client. Organize your activities to better align your roadmap for success. Lets elevate your business together!
PROJECTS & TASKS
HOW IT WORKS
Easily create and manage your tasks
1
Manage Tasks in One Dashboard
See all the tasks to be done across projects, clients and team in one dashboard.
2
Assign Tasks to Team Members
Create and assign tasks to other team members directly in dashboard
3
Track Task Progress
Stay ontop of what you need to do and see where you are at with progress view.
Manage Tasks Easily
Get a clear view of your tasks and their progress state in one dashboard and manage them easily.
Assign Tasks To Team Members
Assign and notify tasks to other members of your team directly from your dashboard.
Track Task Progress
See task progress and move them around in seconds from done, doing or done or create more columns for yourself.
Client Manager has all the features you need to run your business
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.
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.
PRODUCT
RESOURCES
COMPANY
ClientManager is the simple client onboarding & management tool.
FEATURES
COMPARISON
STOP STARTING PROJECTS WITHOUT THE FULL PICTURE
Your Clients Have the ANSWERS. ClientManager HELPS You Get Them.
Freelancers and agencies across industries rely on ClientManager to collect every client detail and keep every project on track. Simple to SET UP. Built for businesses that cannot afford to miss a SINGLE answer.