ClientManager lets you onboard and manage clients with template builders and project management tools.
Thanks to ClientManager’s easy-to-use dashboard, you’ll be able to manage all your clients and projects in one place.
You can jump into your dashboard to add new clients, catch up on notifications, and keep on eye on the built-in calendar.
This platform lets you assign individual tasks or entire projects to team members so none of your client work slips through the cracks.
Manage all your clients and projects from the easy-to-use dashboard.
It’s a cinch to design professional proposals that’ll establish your brand and impress your soon-to-be clients.
You’ll be able to capture e-signatures via URL, making the whole process simple for everyone from the get-go.
ClientManager even lets you upload existing PDF proposals! Either way, you can track proposals to keep tabs on potential clients and act fast to seal the deal.
Build proposals in minutes and capture e-signatures via URL.
ClientManager also lets you create legal contracts and invoices using their user-friendly building tools.
You’ll be able to customize documents and add your e-signature in tons of different styles to add a little flair.
When you’re done, you can save docs as new templates that your team can reuse from here on out.
Create your own legal contracts and invoices to save as templates.
Even better, ClientManager offers a super smooth way to onboard new clients that only takes a few minutes!
You can build and send custom intake forms or deliver existing intake forms through the platform.
Send a URL to collect client details using a custom questionnaire and automatically upload that information onto the platform.
And because you’ll receive notifications when forms are completed, your team can get right to work—without any back-and-forth.
Client intake form
Build custom intake forms and onboard clients in minutes!
A surefire way to sour your new client relationship is to lead them through a clunky onboarding process. (“Okay, so far, so bad…”)
That’s why ClientManager gives you all the tools you need to onboard new clients and manage projects without breaking a sweat.