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Store all your notes, tasks, and client communications in a single place along with their information.
Find meeting minutes, call notes, and tasks easily by searching for keywords on a client's profile.
Schedule appointments, send meeting invites, and add events directly to your calendar.
ClientManager is web-based, meaning you can access it from anywhere on any device.
Let ClientManager do your paperwork, sort your notes, and schedule your meetings.
Easily assign tasks to your team members and follow up on their progress.
Send out bulk communication to specific groups of clients or your whole practice.
Get insightful information about your clients and your practice at a glance.
ClientManager builds a record of all past interactions with a client, and stores them in a single place for easy searching. The interaction log makes it easy to get an overview of all interactions your practice has had with a client.
ClientManager simplifies teamwork and ensures you never miss a deadline. Create tasks, pass them on to team members, and leave comments as you go to document your progress.
Whether it's a Microsoft Teams® meeting, a Google Meet®, or a quick Zoom® call, you can schedule the invite directly from a client's profile and add it to your favourite calendar so you never miss a meeting.
ClientManager allows you to segment your clients and send bulk communications to all or a part of your clients. Send out bulk communications that are specific and relevant to your clients using various customisation options.
Filling in application forms, debit order forms, and other standard documents wastes hours of productive energy that could have been better spent. Let ClientManager automatically generate your documents with the click of a button.
Having your data centralised allows ClientManager to provide useful insights about your clients, your practice, and your team. Keep track of your team's productivity throughout the year, or quickly check to see whether a corporate client's balance sheet is healthy.
Keeping compliant can slow down your workflow and hold you back from getting more done. Having all your client interactions, calls, meeting minutes, appointments, and communications readily accessible doesn't have to take hours. ClientManager makes staying compliant painless.
