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HOW IT WORKS
Start projects faster with a more efficient onboarding system.
1
Create your onboarding form
Easily create the questions you want to ask your client.
2
Collect client details with a simple url
Your client completes the questionnaire form and uploads relevant info.
3
Get notified when it's complete
Easily download and have access to all you need to start the project.
Onboard Clients in Minutes
Stop the back and forth emails and use ClientManager to get started in minutes.
Create Questionnaires to Collect Info
All the information you need from your client through one customizable link for each client.
Client Completes Form = Done
Our clean UX ensures no confusion and no fluff for the client.
ClientManager's Features
CLIENT ONBOARDING FOR
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