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ClientManager vs Others

Thinking of using ClientManager? Read about how we compare to your other options.

ClientManager Vs HoneyBook

ClientManager Vs Moxie

ClientManager Vs Plutio

ClientManager Vs Harlow

ClientManager Vs ManyRequests

ClientManager Vs Fusebase

ClientManager Vs Coda

ClientManager Vs HighLevel

ClientManager Vs Clientary

ClientManager Vs Indy

ClientManager Vs Bloom

ClientManager Vs ClientJoy

​"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

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.

Client Onboarding

Send a client intake URL to your client to get their information.

Team Collaboration

Tag and assign team members to tasks and clients.

Client Dashboard

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

Schedule Meetings

Create and manage meetings with Clients directly in the dashboard.

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.

Leads Pipeline

Simple leads pipeline to manage your prospects.

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