ClientManager Lifetime Deal

The Simple Client Onboarding & Management Platform

The non-complicated project management and onboarding solution to run your business.

• Thanks to ClientManager’s easy-to-use dashboard, you’ll be able to manage all your clients and projects in one place.
• This platform lets you assign individual tasks or entire projects to team members so none of your client work slips through the cracks.
• 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.
• 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.
• 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.