ClientManager Lifetime Deal: Manage every client in one place

Are you tired of managing your client work the old-fashioned way? Say goodbye to messy email chains and random tools, and say hello to ClientManager! This user-friendly platform simplifies the entire process, making it easy to get things done. Check out these amazing features that will transform the way you manage your clients and projects:

1. Build Custom Proposals, Contracts, Invoices, and More

With ClientManager, you can create professional proposals, contracts, invoices, intake forms, and client questionnaires in just a few minutes. Say goodbye to time-consuming document creation and impress your clients with personalized and branded materials.

2. Manage Clients and Collaborate on Projects

ClientManager's easy-to-use dashboard allows you to onboard and manage clients effortlessly. You can add new clients, catch up on notifications, and keep an eye on the built-in calendar all in one place. Plus, you can assign tasks or entire projects to team members, ensuring nothing slips through the cracks.

3. GDPR-Compliant

Protecting your clients' data is crucial, and with ClientManager, you can rest easy knowing that the platform is GDPR-compliant. Your clients' information will be secure, giving you peace of mind.

4. Capture E-Signatures with Ease

ClientManager makes it simple to capture e-signatures via URL. Whether you're sending custom proposals or legal contracts, your clients can easily sign electronically, streamlining the process and saving time for everyone involved.

5. Customize Documents and Save as Templates

Personalization is key when it comes to impressing clients. ClientManager allows you to customize documents such as contracts and invoices, adding your own flair and branding. Once you're satisfied with the design, you can save them as templates for future use.

6. Streamline Onboarding Process

Onboarding new clients has never been easier. ClientManager enables you to build and send custom intake forms or deliver existing forms through the platform. Collect client details using a custom questionnaire and automatically upload the information onto the platform. This eliminates the need for back-and-forth communication and ensures a smooth onboarding experience.

7. Stay Organized with Notifications

With ClientManager, you'll receive notifications when forms are completed or tasks are assigned. This keeps your team in the loop and allows them to get right to work without any delays.

Say goodbye to the chaos of managing client work and embrace the simplicity of ClientManager. From custom proposals to streamlined onboarding, this platform has everything you need to run your business smoothly. Don't miss out on this opportunity – get lifetime access to ClientManager today!