Calendar
Get a bird's eye view of events/tasks right from your dashboard to help you plan your month, week, and day.
See an overview of events
Upcoming event reminder alerts
Monthly, weekly, daily view
"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
How ClientManager Works
Purposefully built to be the simple tool you need - without the complicated extras - to efficiently run your freelancing business and agency.
Contracts
Create beautiful contracts from our clean contract builder UI.
Digital signatures
Customize text & images
Customize text & images
Invoices
Create once-off and recurring invoices in under 5 minutes.
Digital signatures
Customize text & images
PDF & URL options to send
Access to all features
Tasks
Manage projects with ease. Like Trello + Notion having a baby.
Group tasks by category
Monthly tasks that reset
Assign team members
Proposal
Create beautiful proposals from our clean proposal builder UI.
Digital signatures
Customize text & images
PDF & URL options to send
Onboarding
Get all the info you need from a client (images, assets, passwords, text, answers to questions, etc.) via an easy-to-answer form.
Replace emails
Send a URL with questions
Client responds & uploads info
Client Portal
Collaborate with Clients and Team Members from a simple dashboard.
Easy To use Dashboard
Track Tasks and Requests
Book Meetings from Dashboard
Client
Dashboard
All client information in one dashboard. Manage your client with all you need.
Effective client management
Access assets, proposals, etc.
General & monthly tasks
Collab
Work with your team on all or selected client projects - from tasks, to client info (basically all you need).
Assign team members to tasks
Assign team members to clients
Collab to get things done
Time Tracking
Keep up to date with how you and your team spends your time and calculate cost-to-client.
Project time overview
Manually add time per task
Admin access to hourly rates
Roadmap
We're constantly trying to make ClientManager better - please give us any feedback to help (link here).
What we're working on
Planned upcoming features
Always trying to be better
PRODUCT
RESOURCES
COMPANY
ClientManager is the simple client onboarding & management tool.
FEATURES
COMPARISON