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What is ClientManager?
ClientManager is an all-in-one client onboarding and management tool designed to help freelancers and agencies streamline their business operations.
It simplifies the process of managing leads, clients, projects, proposals, contracts, and payments, providing a centralized platform for managing client relationships from start to finish.
ClientManager is used by businesses to improve client onboarding, enhance team collaboration, and efficiently track time and payments, making client management easier and more organized.

ClientManager Plans and Pricing
ClientManager Use Cases
Client Onboarding: If you’re an agency or freelancer, ClientManager helps you onboard new clients efficiently by centralizing all documents, proposals, and communication in one place, ensuring a smooth transition from lead to client.
Project Management: ClientManager allows you to manage multiple projects simultaneously, ensuring clear timelines, task delegation, and progress tracking, keeping everyone on the same page and improving team collaboration.
Proposal and Contract Management: You can easily create and send proposals and contracts to clients within the platform, automating the process of agreement management and ensuring everything is professionally handled and signed electronically.
Time and Payment Tracking: ClientManager enables you to track time spent on projects and manage payments directly through the platform, simplifying invoicing and ensuring you’re paid promptly without administrative hassle.
Client Communication: The platform provides a seamless way to manage client communication by centralizing all emails, messages, and updates, allowing you to track and follow up on client interactions easily and professionally.
Who is ClientManager ideal for?

Freelancers and Solo Professionals: ClientManager is perfect for freelancers who need an efficient, all-in-one solution to manage client relationships, projects, payments, and proposals. It simplifies client management, helping solo professionals stay organized and professional without extensive administrative work.
Marketing Agencies: For agencies handling multiple clients and projects, ClientManager offers a centralized platform to manage onboarding, contracts, communications, and payments, streamlining workflows and improving team collaboration.
Small to Medium-Sized Agencies: ClientManager is ideal for small and medium-sized agencies looking to scale their operations. With features like project management, invoicing, and reporting, it helps agencies grow while keeping track of all client interactions in one place.
Consultants and Coaches: Consultants and coaches can use ClientManager to organize client onboarding, proposals, and contracts while tracking billable hours and payments. It offers everything they need to keep client relationships running smoothly.
In-house Teams: For in-house teams, ClientManager helps centralize project details, track tasks, and maintain transparent communication with clients. It simplifies collaboration within teams and between departments, ensuring clients’ needs are met efficiently.
ClientManager Key Features
Client Onboarding
Proposal and Contract Management
Time Tracking
Invoice and Payment Processing
Project Management
Client Communication Management
Lead Management
Document Storage and Sharing
Reporting and Analytics
Task Management
HoneyBook: A popular tool for freelancers and small businesses that simplifies client management, from project tracking to invoicing, with customizable templates and workflow automation.
Dubsado: A client management platform designed for creative professionals, offering features like contracts, invoicing, and project management, ideal for businesses looking for a customizable and easy-to-use solution.
Agile CRM: A comprehensive CRM that includes features for managing clients, contacts, and projects. Agile CRM also offers powerful automation tools to streamline client communications and manage workflows.
Zoho CRM: Known for its extensive features, Zoho CRM is a cloud-based solution that helps businesses manage client relationships, sales pipelines, and projects while offering integration with a wide range of tools.
HubSpot CRM: A popular CRM with a full suite of tools for managing client relationships, including project tracking, email automation, and integrations with other marketing and sales platforms to streamline client management.
These alternatives to ClientManager offer robust solutions for client management, onboarding, and project tracking. Whether you’re a freelancer, agency, or small business, each platform provides unique features to optimize your client relationships and improve operational efficiency.
ClientManager alternatives and competitors

Why we can get ClientManager
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