Struggling To Onboard & Manage Clients?
All-in-One Client Management Software That Keeps Your Business in Control
Stop juggling countless tools to manage your business - it doesn’t have to be complicated. ClientManager serves as an all-in-one client management platform for agencies, freelancers, and entrepreneurs with teams of all sizes. There's no need to waste hours switching between different apps. Our platform provides an easy way for your clients and partners to complete tasks, simplifying proposals, contracts, invoicing, and online payments, and helps you and your teams with scheduling, time tracking, and seamless communication.
No credit card required. Cancel Anytime
Loved by 1500+ Businesses
Hassle-free Setup
For Agencies, Freelancers, Consultants, Service Businesses
Struggling To Onboard & Manage Clients?
All-in-One Client Management Software That Keeps Your Business in Control
Stop juggling countless tools to manage your business - it doesn’t have to be complicated. ClientManager serves as an all-in-one client management platform for agencies, freelancers, and entrepreneurs with teams of all sizes. There's no need to waste hours switching between different apps. Our platform provides an easy way for your clients and partners to complete tasks, simplifying proposals, contracts, invoicing, and online payments, and helps you and your teams with scheduling, time tracking, and seamless communication.
No credit card required. Cancel Anytime
Loved by 1500+ Businesses
Hassle-free Setup
For Agencies, Freelancers, Consultants, Service Businesses
Struggling To Onboard & Manage Clients?
All-in-One Client Management Software That Keeps Your Business in Control
Stop juggling countless tools to manage your business - it doesn’t have to be complicated. ClientManager serves as an all-in-one client management platform for agencies, freelancers, and entrepreneurs with teams of all sizes. There's no need to waste hours switching between different apps. Our platform provides an easy way for your clients and partners to complete tasks, simplifying proposals, contracts, invoicing, and online payments, and helps you and your teams with scheduling, time tracking, and seamless communication.
No credit card required. Cancel Anytime
Loved by 1500+ Businesses
Hassle-free Setup
For Agencies, Freelancers, Consultants, Service Businesses
Watch How Easy Client Management Can Be
Hit play and see how our client portal + CRM for agencies helps you manage projects, track tasks, and keep clients happy without the chaos of switching tabs.
Every Feature Your Client Management Software Needs
Client Portal
Give your clients a professional space to access everything they need. Stop never-ending email chains or "where's my file?" messages. Your client portal keeps everyone happy and organized.
Proposals
Close deals faster with professional proposals. Create polished proposals in minutes, send them online, and let clients sign digitally..
Contracts
With legally binding contracts with e-signatures and instant notifications, you’ll move prospects from “maybe” to “yes” in record time.
Invoices
Get paid faster with professional invoices and instant online payments. No more chasing down checks or wondering when you'll see your money. Set it up once, and get paid automatically and promptly.
Tasks
Break down projects into bite-sized tasks that actually get done. Assign work to your team, set deadlines, and track progress without micromanaging. Simple task management that keeps projects moving forward.
Client Onboarding Automation
Turn a new client setup from a week-long email marathon into a single link with client onboarding automation. Send your custom onboarding form, collect what you need, and kick off projects without the back and forth.
Team Collaboration
Get your whole team on the same page. Assign tasks, share updates, and collaborate without the chaos. Everyone knows what they're doing and when it's due.
Client Dashboard
Keep your clients updated with real-time project progress, so there's no need for endless status meetings. They enjoy seeing how things are moving forward, you save valuable time, and everyone remains happy throughout the process. Keep your clients updated with real-time project progress, so there's no need for endless status meetings.
Schedule Meetings
Let clients book their own meetings while you stay in control. We offer an automated scheduling feature that fills your calendar and ensures everyone arrives.
Time Tracking & Billable Hours
Track every billable hour with ease. Our time tracking software logs work directly to client projects. So you know exactly where your time goes. In short, one-click time tracking that keeps you profitable and your clients happy with transparent billing.
Calendar Dashboard
Take a look at the big business picture. Forecast deadlines, client meetings, and milestones for projects in one immaculate view, so you're always ahead of the game.
Leads Pipeline
Transform your leads into loyal clients with ease! Effortlessly track conversations, automate follow-ups, and seize every opportunity to close more deals successfully.
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders, 5Four Digital
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders, 5Four Digital
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders, 5Four Digital
Run Your Business. Don't Let It Run You.
ClientManager is the "no-fluff" tool you need to get on top of things.
Everything you need is just a matter-of-clicks away:
WHAT YOU CAN DO
Client Onboarding Made Easy
Stop the 20 emails. Create a custom onboarding form → Send the URL to your client → Done.
Proposal Builder
Proposals Made Simple
No more printing proposals & wasting time. Create your proposal online and send your client a URL to digitally sign.
Proposal Builder
Monitor Your Time
Get on top of how you spend your time so you can remain profitable with manual Time Tracking per task.
Proposal Builder
Easy Project Management
Manage projects and tasks with your team from our clean UI without needing a tutorial on how it actually works.
Proposal Builder
Our Client Manager Software Elevates Your Business Experience
The best client management software is more than contact storage. Client Manager provides a complete CRM for agencies, freelancers, consultants, and service businesses that handles everything from your first lead conversation to final payment collection.
Simple Project Management for Client Services that your team will actually use instead of fighting against every day
Sales Pipeline & Contact Management that keeps track of every prospect without requiring a manual to figure out
Time Tracking & Billable Hours are built right in, so you never leave money on the table again
Invoicing & Online Payments that get you paid quickly instead of chasing down checks for months
Proposals & Contracts with E-Signature that close deals faster and skip the printing-scanning-waiting hassles
Client Onboarding Automation that turns new client setup from a week-long email follow-up into a single process
Our Client Manager Software Elevates Your Business Experience
The best client management software is more than contact storage. Client Manager provides a complete CRM for agencies, freelancers, consultants, and service businesses that handles everything from your first lead conversation to final payment collection.
Simple Project Management for Client Services that your team will actually use instead of fighting against every day
Sales Pipeline & Contact Management that keeps track of every prospect without requiring a manual to figure out
Time Tracking & Billable Hours are built right in, so you never leave money on the table again
Invoicing & Online Payments that get you paid quickly instead of chasing down checks for months
Proposals & Contracts with E-Signature that close deals faster and skip the printing-scanning-waiting hassles
Client Onboarding Automation that turns new client setup from a week-long email follow-up into a single process
From the first hello to the final invoice, the ClientManager keeps it all in place.
Close Deals, Manage Clients, Deliver Projects & Get Paid
ALL YOU NEED WITHOUT THE FLUFF
Lead Management
Our clean visual sales pipeline & lead dashboard helps you organize prospects, track conversations, and follow up rightfully. A clear path to more closed deals.
Client Management
Deliver a secure client experience with our client manager software. You can manage tasks, files, onboarding, and more. Every detail stays centralised.
Project Management
Keep projects on track. Assign tasks, set deadlines, and collaborate with your team in a simple project management dashboard designed for agencies, freelancers, and consultants.
Payments & Invoicing
Get paid without the awkward back-and-forth. Send professional invoices, accept online payments, and auto-bill recurring ones. Like cool, not awkward.
ClientManager is designed for those who need straightforward and effective tools to manage their clients. In just one minute, you can see how easy it is to organize your projects, payments, and client information all in one place. Our CRM software helps you save time, get paid, and scale your growth at twice the usual rate.
Operate Your Business Smarter in 60 Seconds With ClientManager
60 SECOND DEMO
TAKE CONTROL OF YOUR BUSINESS
Don’t Let Your Business Drain You, Let “Client Manager” Make Everything Easy
Get simple project management for client services that keeps everyone happy and your projects profitable. Client Manager (CRM) is specially built for agencies, freelancers, consultants, service businesses, solo entrepreneurs, and businesses who want to change the way their business operations run today. Our software makes those workflows smart, smooth, 2x faster, and entirely organized.
Easy Client Onboarding In-Take Forms
Send a client intake form URL in a few minutes.
Simple Client Management Software
Everything you need to get things done, in one place.
"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.
Finally, I found ClientManager, which has everything I need to run my business in a simple and easy-to-use way. It replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN
"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
"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."
AARON, WIKINGFINITY
"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.
Finally, I found ClientManager, which has everything I need to run my business in a simple and easy-to-use way. It replaced several online tools, solving many of my problems."
NICK SUY, NICK SUY WEB DESIGN
Get Started IN Just 3 Clicks
Forget complicated setups and looping tutorials. Client Manager gives your business complete control faster than you make your morning coffee
HOW IT WORKS
02
Browse It
Learn the interface and features. Then, add your Client list one by one.
03
Use It
Send your first proposal, start a new project, and automate client onboarding.
Client Portal
Live! A secure hub for files, invoices, and updates.
Integrations
Coming Q4. Connect with your favorite tools.
White Label
New! Brand it your way and impress clients.
Email Reminders
Live! Automate follow-ups and stay on track.
Make Running Your Freelance Business Easier
Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your freelancing business and agency.
CLIENTMANAGER IN ACTION
Look How Impressed Our Users Are
TESTIMONIALS
It has everything you are looking for to easily onboard clients like a professional. And the best thing is - it’s SUPER easy to use.
Rob O'Rourke
Entrepreneur
THIS is what web design agencies have been waiting for. A tool we can leverage to manage projects with ease.
John Saunders
5Four Digital
An amazing tool for freelancers who want to easily manage their client projects. It makes onboarding & project management easy 🙂
Alex Thomas
Freelancer
A great tool to manage your freelancing clients in a simple, quick, and easy way.
Nat Miletic
Clio Websites
ClientManager is both simple and powerful, which is rare in my experience.
Brad Traversy
YouTuber
This is the kind of structure I've always been looking for all in one place, finally!
Adrian Twarog
Moshi Moshi
PRODUCT
RESOURCES
COMPANY
ClientManager is the simple client onboarding & management tool.
FEATURES
COMPARISON