ClientManager – Manage every client in one place

ClientManager helps you to onboard and handle shoppers with template builders and undertaking administration instruments.

Because of ClientManager’s easy-to-use dashboard, you’ll have the ability to handle all of your shoppers and tasks in a single place.

You’ll be able to soar into your dashboard so as to add new shoppers, make amends for notifications, and carry on eye on the built-in calendar.

This platform helps you to assign particular person duties or complete tasks to staff members so none of your consumer work slips via the cracks.

Handle all of your shoppers and tasks from the easy-to-use dashboard.

It’s a cinch to design skilled proposals that’ll set up your model and impress your soon-to-be shoppers.

You’ll have the ability to seize e-signatures by way of URL, making the entire course of easy for everybody from the get-go.

ClientManager even helps you to add present PDF proposals! Both method, you’ll be able to monitor proposals to maintain tabs on potential shoppers and act quick to seal the deal.

Construct proposals in minutes and seize e-signatures by way of URL.

ClientManager additionally helps you to create authorized contracts and invoices utilizing their user-friendly constructing instruments.

You’ll have the ability to customise paperwork and add your e-signature in tons of various kinds so as to add a little bit aptitude.

Once you’re completed, you’ll be able to save docs as new templates that your staff can reuse from right here on out.

Create your individual authorized contracts and invoices to avoid wasting as templates.

Even higher, ClientManager affords an excellent clean approach to onboard new shoppers that solely takes a couple of minutes!

You’ll be able to construct and ship customized consumption varieties or ship present consumption varieties via the platform.

Ship a URL to accumulate consumer particulars utilizing a customized questionnaire and routinely add that info onto the platform.

And since you’ll obtain notifications when varieties are accomplished, your staff can get proper to work—with none back-and-forth.

Construct customized consumption varieties and onboard shoppers in minutes!

A surefire approach to bitter your new consumer relationship is to guide them via a clunky onboarding course of. (“Okay, up to now, so dangerous…”)

That’s why ClientManager offers you all of the instruments you want to onboard new shoppers and handle tasks with out breaking a sweat.

Run your corporation in simple mode.

Get lifetime entry to ClientManager at the moment!