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CLIENT MANAGEMENT FOR
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HOW IT WORKS
Manage clients and documents with better efficiency.
1
Add a client
Use the easy to follow form to add a client profile to your account.
2
Set contact and account details
Filll in the required input fields and assign the client to a team member or yourself.
3
Manage documents tasks and more
Collect important files, answers and more from your client and save it on one place.
Add a client
Easily add a client to your Clientmanager account to get started.
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Set client details and important details
Fill in essential client details needed to identify and communicate.
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Manage documents and assets
You can start managing client assetz and documents immediately.
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ClientManager's Features
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