LOOKING FOR A MOXIE ALTERNATIVE?
MOXIE vs. ClientManager
Fluff is nice on kittens. Not client management software. ClientManager removes the unnecessary extras to help you run your business without the frustrations.
What Brings Moxie Users To ClientManager?
Independent businesses have opportunities and a world of possibilities.
And effective management can add to that!
You can onboard multiple clients, communicate clearly, and get paid on time.
Manually dealing with all these things can strain your mind and reduce productivity. You can even lose focus.
So what’s the solution?
Client onboarding and management tools are the best solution. They offer everything needed to convert a lead.
Not all tools are perfect, and they all have good and bad points. But you should choose the best one that can help you run your business successfully and scale up things to the next level.
One such platform is ClientManager, which goes above and beyond to bring you the perfect solutions. It makes life easier with simple features.
Many qualities set ClientManager apart from competitors like Moxie, one of which is the time it takes to set up.
You will need a maximum of 2 minutes to set up your account, and you can cancel at any time.
Superior Features of ClientManager That Sets it Apart from the Crowd
Project management platforms often struggle with large-scale operations, leaving chances for delays and miscommunication.
Using ClientManager helps you organize your workflow and prioritize timely collaborations.
Here are some of ClientManager's superior features that can make life much easier for entrepreneurs, freelancers, and agency owners.
Intuitive User Interface
ClientManager has a clean and user-friendly interface that helps you save time. Once you log in, a well-organized smart dashboard appears, where everything you need is just a click away.
The layout allows you to switch between different sections without any hassle. You can manage clients, send invoices, or track time, all within the same centralized hub.
Client Onboarding Solution
ClientManager is the best platform for offering a combined client onboarding and management experience. In minutes, you can create a custom onboarding form with relevant questions and send the unique URL to your client.
Once they complete the form, you will receive an instant notification. This efficient onboarding system increases your productivity and helps you work faster.
Dedicated Client Portals
Simplify communication with a dedicated client portal. It is a centralized hub that manages all of your clients in one place. You can easily assign each client a dedicated space that contains project details, invoices, and meeting schedules, all readily accessible.
A simple click on a client's name reveals their complete information. Keep everything aligned and leave no room for confusion.
Customized Proposal and Contracts
ClientManager can create customized proposals for all industries. You can track a client's interest with built-in read receipts.
Once the contract is accepted, create legal-binding contracts with e-signature functionality. This all-in-one solution saves you time and increases your closing rates.
Better Team Collaboration
The "Tasks" section manages all your project tasks from one dashboard. You can check your teammates' progress in real-time to keep the projects on track.
This built-in collaboration feature eliminates confusion and promotes teamwork.
Time Tracking
Freelancers or solopreneurs often work by the hour. The "Time Tracking" feature lets you set rates for yourself or your team. As you work on projects, the dashboard updates your bill in real-time. This ensures accurate fees for each project and simplifies the billing process.
Choosing the right client management software can take time and effort. We have broken down the key differences between ClientManager and Moxie to help you pick the best tool for your business.
What ClientManager Wouldn’t Do
ClientManager is an excellent client and project management software that will turn your work life into a stress-free zone. Here are certain things that it will never do, such as:
Leave you struggling with complex onboarding
Turn communication into a guessing game with endless emails
Make collaboration a frustrating free-for-all
Waste your time on endless Zoom meetings
Keep you in the dark about project progress
Why Do Businesses Switch to ClientManager From Moxie
Technology is evolving, and business operations have to be smart, simple, and flawless.
Some users of Moxie reported the huge amount of time it takes to set up accounts, which can slow progress. Do all the platforms out there take that much time?
Well, fortunately, big no! There is client onboarding and management software that hardly takes 2 minutes. Such platforms compel Moxie users to join the lead and start using ClientManager.
Let's dig in and find out why businesses are eager to switch from Moxie to ClientManager.
Faster Onboarding
Ask an entrepreneur what the most challenging part of their work is, and they will reply with onboarding. Don’t worry; we have the perfect solution! ClientManager offers a smooth and efficient onboarding process.
You can create customized questionnaires to collect the necessary information. Instant notifications keep you informed and ensure a more organized work environment.
Project Roadmap
ClientManager is the digital project manager you never knew you needed. It handles everything from the moment a client gets on board till the project is done. Think of it as a central hub that keeps everyone on the same page with a clear roadmap for success.
Data-Driven Approach
Forget project management tools that leave you guessing! ClientManager is all about transparency. Enjoy the freedom of tracking projects, evaluating team performance, and making data-driven decisions.
ClientManager offers smooth onboarding, seamless user experience, improved efficiency, and valuable data insights. These are all the missing pieces that can lead to frustration.
Switching to ClientManager empowers your team and helps achieve superior business results.
Frequently Asked Questions (FAQs)
ClientManager stands out with its onboarding system, client portals, simplified workflow, and collaboration tools. Above all, it will not take more than 2 minutes to set up a new account. We remove all the unnecessary extras and give you what you really need.
ClientManager offers tiered pricing for solo users, teams, and enterprises. While exact pricing may vary, it aligns with Moxie’s pricing structure for solopreneurs and small teams.
ClientManager offers a 7-day free trial so you can experience its features firsthand.
ClientManager prioritizes security with advanced features to protect your data. Time tracking ensures accurate billing and simplifies your business's financial management.
ClientManager quickly scales with your team size and project complexity. It can easily manage everything from solo projects to large-scale collaborations.
An Easy Way to Manage and Onboard Clients
Forget spending hours wrestling with complex software. You do not have that level of time and ClientManager understands that.
To make things even easier and more manageable, we offer an easy setup. You only need 2 minutes to start enjoying the crazy cool features.
We offer a powerful, all-in-one platform that streamlines your client journey from initial contact to project completion.
Imagine effortless client onboarding with intuitive intake forms, seamless collaboration features to keep your team in sync, and robust integrations to centralize your data. All this at an affordable price with no hidden fees.
Focus on what matters most – building strong client relationships and achieving project success. ClientManager empowers you to do just that with the bonus of a lightning-fast setup process.
Ready to experience the difference?
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ClientManager is the simple client onboarding & management tool.
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