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 * Client Portal

 * Client Onboarding

 * All Features

 * Pricing

 * Blog

 * More


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MEET CLIENTMANAGER

We Remove The Unnecessary Extras To Help You Run Your Business Without The
Frustrations.

Your Simple Onboarding & Client Management Software.

Struggling To Onboard & Manage Clients?

Try ClientManager For Free


Get Started In 2 Minutes  •  Cancel Anytime

Loved By 1,400+ Users

Easy To Use

For Solo Businesses & Teams




ALL YOU NEED, WITHOUT THE COMPLICATED EXTRAS




CLIENT PORTAL

Collaborate with clients - all you need in one dashboard.

Learn More




PROPOSALS

Create proposals with e-signing and send a URL to the client to sign.

Learn More




CONTRACTS

Create contracts with e-signing and send a URL to the client to sign.

Learn More




INVOICES 

Create once-off and recurring invoices in under 5 minutes.

Learn More




TASKS

Manage projects with ease. Like Trello + Notion having a baby.

Learn More




CLIENT ONBOARDING

Send a client intake URL to your client to get their information.

Learn More




TEAM COLLABORATION

Tag and assign team members to tasks and clients.

Learn More




CLIENT DASHBOARD

All you need to manage each client, in one simple dashboard.

Learn More




SCHEDULE MEETINGS

Create and manage meetings with Clients directly in the dashboard.

Learn More




TIME TRACKING

Track your time per task to ensure you're profitable.

Learn More




CALENDAR DASHBOARD

Clean calendar dashboard to get a bird's eye view of events/tasks.

Learn More




LEADS PIPELINE

Simple leads pipeline to manage your prospects.

Learn More



THIS is what web design agencies have been waiting for.  A tool we can leverage
to manage projects with ease.

John Saunders, 5Four Digital



THIS is what web design agencies have been waiting for.  A tool we can leverage
to manage projects with ease.

John Saunders, 5Four Digital



THIS is what web design agencies have been waiting for.  A tool we can leverage
to manage projects with ease.

John Saunders, 5Four Digital




RUN YOUR BUSINESS. DON'T LET IT RUN YOU.

ClientManager is the "no-fluff" tool you need to get on top of things.

Everything you need is just a matter-of-clicks away:

WHAT YOU CAN DO


CLIENT ONBOARDING MADE EASY

Stop the 20 emails. Create a custom onboarding form → Send the URL to your
client → Done.


PROPOSAL BUILDER


PROPOSALS MADE SIMPLE

No more printing proposals & wasting time. Create your proposal online and send
your client a URL to digitally sign.


PROPOSAL BUILDER


MONITOR YOUR TIME

Get on top of how you spend your time so you can remain profitable with manual
Time Tracking per task.


PROPOSAL BUILDER


EASY PROJECT MANAGEMENT

Manage projects and tasks with your team from our clean UI without needing a
tutorial on how it actually works.


PROPOSAL BUILDER


RUN YOUR BUSINESS.
DON'T LET IT RUN YOU.

Stop complicating your business operations with complicated tools and processes.

Start streamlining your workflow with ClientManager.

TAKE CONTROL OF YOUR BUSINESS


EASY CLIENT ONBOARDING IN-TAKE FORMS


Send a client intake form URL in a few minutes.



SIMPLE CLIENT MANAGEMENT SOFTWARE

Everything you need to get things done, in one place.




All the features you need, from start to finish.


LEAD → CLIENT → PROJECT → PAYMENT

ALL YOU NEED WITHOUT THE FLUFF


LEAD MANAGEMENT

A clean lead pipeline and prospect interface to manage your leads.




CLIENT MANAGEMENT

Effective client management from tasks, assets, onboarding, and more.




PROJECT MANAGEMENT

Create projects and manage tasks (and your team) with our simple to use
dashboard.




PAYMENT

Create and send once-off and recurring invoices while you're making a coffee.


Start Free Trial Now


Here's a quick 1-minute overview of what you can expect.


SEE HOW CLIENTMANAGER WORKS

60 SECOND DEMO




ONBOARD & MANAGE YOUR CLIENTS WITH EASE.

Take control of your business. Save time and money - and actually enjoy the
process, with ClientManager.

See How It Works
Start Free Trial Now


GET STARTED TODAY



"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




"As a growing digital marketing agency, ClientManager is essential to our team's
workflow by simplifying our onboarding, staying organized, and keeping our
client projects on track."

JACOB WULFF, NETSICLE



"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."

 

AARON, WIKINGFINITY






MAKE RUNNING YOUR FREELANCE BUSINESS EASIER

Purposefully built to be the simple tool you need - without the complicated
extras - to efficiently run your freelancing business and agency. 

CLIENTMANAGER IN ACTION




GET STARTED IN 3 EASY STEPS

Start running your business with ClientManager in a few minutes:

HOW IT WORKS

01




SIGN UP

Choose a plan and try ClientManager for 7 days (for free).

02




BROWSE IT

Familiarize yourself with the dashboard and features.

03




USE IT

By now, you should be crying for not using it sooner.


UPCOMING FEATURES

Built to our user's needs (and wants).

ROADMAP

See Our Roadmap

Client Portal

Just went live 🔥

Integrations

ETA: Q3

White Label

ETA:  Aug

Email Reminders

Just went live 🔥


NICE WORDS FROM OUR USERS

TESTIMONIALS

It has everything you are looking for to easily onboard clients like a
professional. And the best thing is - it’s SUPER easy to use.


ROB O'ROURKE


ENTREPRENEUR

THIS is what web design agencies have been waiting for. A tool we can leverage
to manage projects with ease.


JOHN SAUNDERS


5FOUR DIGITAL

An amazing tool for freelancers who want to easily manage their client projects.
It makes onboarding & project management easy  🙂


ALEX THOMAS
FREELANCER

A great tool to manage your freelancing clients in a simple, quick, and easy
way.


NAT MILETIC
CLIO WEBSITES

ClientManager is both simple and powerful, which is rare in my experience.


BRAD TRAVERSY
YOUTUBER

This is the kind of structure I've always been looking for all in one place,
finally!


ADRIAN TWAROG
MOSHI MOSHI


CLIENT ONBOARDING MADE EASY

ClientManager is the "no-fluff" tool you need to get on top of
things. Everything you need is just a matter-of-clicks away:




PROPOSAL BUILDER


CONTRACT BUILDER


TIME TRACKER

PRODUCT

 * How It Works
 * Pricing
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 * Demo
 * Roadmap

RESOURCES

 * Blog
 * Podcast

COMPANY

 * About
 * Support
 * Contact
 * DPA
 * Privacy
 * Terms

ClientManager is the simple client onboarding & management tool.

 * 
 * 

FEATURES

 * Client Portal
 * Proposals
 * Contracts
 * Tasks
 * Leads Pipeline
 * Team Collaboration
 * Client Dashboard
 * Client Onboarding
 * Client Intake Form
 * Time tracking
 * Calendar Dashboard
 * Schedule Meetings

"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



© 2024 ClientManager  |  KBP Holdings (Pty) Ltd. |  Partnered with
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 * Client Portal
 * Client Onboarding
 * All Features
 * Pricing
 * Blog

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