Trying To Choose Between Coda And ClientManager?
Do you feel like spending 3 hours comparing features and pricing?
We didn't think so.
So, here's the TL;DR:
If you're mainly looking for a highly flexible workspace where you can build custom project workflows and collaborate your team, Coda might be the right fit for you.
But, if you want a purpose-built tool that rolls client management and project management into one tasty piece of hand-wrapped sushi, then ClientManager is calling your name.
We'll go into a little more detail below.
Of course, you could always just try both options for free and see which your prefer.
Really, you’ve got nothing to lose.
(Other than a few hours you would have spent reading rambling reviews, and getting sucked into the Youtube vortex).
It doesn’t matter whether you’re a solopreneur or a business owner managing a bigger team, we’re betting you’re truly only looking for ONE thing in a CRM:
A way to simplify your life.
…So you don’t have to curl up in a fetal position when you see yet another meeting added to your calendar or the zillionth ‘mention’ in your inbox.
No one is looking for MORE COMPLEXITY.
We have enough to go around.
So why is it that most tools out there feel like they ADD rather than remove the complications?
They’re either too advanced, too confusing, or too expensive…
Or you need seven different tools to manage everything you need to do.
Then there’s the ones that actively try to take over your laptop and force you to work the way they want you to.
How about we Keep It Simple, Stupid?
Using – Or Choosing - A CRM Shouldn’t Make Your Life MORE Complicated…
ClientManager is on one mission: to make managing clients simple – the way it should be.
After all, landing new clients should be a time to celebrate. Not a time for panic attacks when you wonder how you’re going to keep five extra balls in the air.
That’s why for the past few years we’ve been working to create an affordable, clean, clutter-free CRM solution that keeps all your client shenanigans in one place…so it doesn’t feel like you’re constantly trying to herd a bunch of cats.
We’ve purpose-built it as all-in-one tool for freelancers and small teams that can easily scale with you as you grow.
And you don’t have to worry about finding three other tools to plug the gaps – ClientManager covers your full client workflow, from managing leads to processing payments, and makes it easy to keep your team in the loop without micromanaging them.
Honestly, it’s the tool we wish we’d had when we started out.
We’re not shy to say it’s a work-in-progress. Because no tool can claim to be perfect. In fact, our Roadmap is one of the features our users love – you can see exactly what we’re working on behind the scenes to add and improve features according to our users’ needs (and wants).
And that’s what makes it so much fun to be a part of.
Why not join our ClientManager community and see for yourself?
Clientmanager Keeps It Simple – The Way It Should Be
"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
The Difference Between ClientManager & Coda
While Coda and ClientManager share some similarities, they have a different focus.
What is Coda?
To put it simply, Coda is a note-taking and knowledge management app on steroids.
It offers a highly flexible workspace where you can bring in all kinds of notes, media, spreadsheets, databases, and live feeds from other apps, and let them all make magic together, allowing you to create custom "docs" that act like apps, and use these to collaborate in a very interactive way with your team and clients.
Coda is not a dedicated project management tool, but it can be used that way. Especially for teams who prefer a highly customized approach they can bend to their own workflows, or use it to create better ones.
Coda may be a good fit for you if:
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You’re mainly looking for a collaboration and project management tool (not so much a CRM)
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You're looking to replace multiple tools with a single, adaptable platform
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You're comfortable with a bit of a learning curve to unlock the tool’s full potential
ClientManager, on the other hand, is purpose-built for businesses that revolve around client work. It combines robust project management with a dedicated CRM, making it a comprehensive solution for solopreneurs and teams who need both.
ClientManager will be a better fit for you if:
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You want a dedicated tool specifically designed for managing clients and projects easily in one clutter-free place.
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You want robust but simple tools for client onboarding, project and lead tracking, and invoicing and payments.
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You want a platform that you can jumpstart with minimal learning and setup time
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You're looking for a solution that makes it easy to follow standard workflows and templates, but builds in enough freedom to run things how you want to.
The Bottom Line:
Coda is a powerful and fun platform for building custom solutions for collab and project management with your team, while ClientManager is a user-friendly tool focused on simplifying both project and client management with streamlined processes. The best choice for you depends on your specific needs and how much customization you want.
How ClientManager Helps You Get More Done With Less
ClientManager is purposefully designed to help you block out the noise and focus on what matters.
Here are few ways we’re committed to cutting the clutter:
We won't make you watch a 3-hour tutorial or book a consultant to get set up. (We’re big on 60-second walkthroughs).
We won't hold your data hostage in a million submenus.
We don’t color code to death to disguise our lack of intuitive design. Our dashboards keep things clear and actionable at a glance.
We won’t annoy you with our ‘whimsical banter.’ We know you’ve got work to do. (And you don’t need a fluffer to get it done).
We don’t expect you to shape-shift to fit with our system. It’s there to work for you.
We don’t hide our human support team behind a higher paywall (they’d get too lonely).
**Warning: Using ClientManager may result in increased free time. Use responsibly.
Still After that List of Features?
(We get it. Lists are comforting. Like kitten fluff.)
Here at ClientManager, we don’t throttle features based on budget or how many team members you’re planning to cut out of the will.
We don’t charge per seat, and you can count our pricing plans on one hand (even if you’ve lost 2 fingers). Plus, we’ll never sneak in any hidden fees or try to lure you into ‘premium’ offers.
Whichever plan you choose, you get access to all the features you and your team need, including:
He Said, She Said…
We’ve got some opinions about why users love ClientManager and what makes them choose it over other platforms like Clientjoy, Bonsai and Honeybook.
But we’d rather let them do the talking.
"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
"This is the kind of structure I've always been looking for all in one place, finally!"
Adrian Twarog,Moshi Moshi
"ClientManager is both simple and powerful, which is rare in my experience."
Brad Traversy, YouTuber
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ClientManager is the simple client onboarding & management tool.
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