ClientManager | Client Management Software & Onboarding
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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

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

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

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

Easy Client Onboarding

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 Client Onboarding

​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.

What’s Next on the ClientManager Roadmap

Here’s a sneak peek at what’s rolling out soon:

ROADMAP

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

Serve Clients Better With Smooth Onboarding & Managing Features

Bring on new clients with ease, manage projects without the extra stress, and get paid on time. Simple tools that make your work feel smoother and your clients happier.

GET STARTED TODAY

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