ClientManager

ClientManager

White label ClientManager for all client onboarding and client management interactions, including a client portal. Here's how to do it.

ClientManager

What is ClientManager?

ClientManager is a white-label client onboarding and management tool with proposals, contracts, invoicing, tasks, and customizable client portals for agencies and service businesses.

Features

  • White-label client portal
  • Custom domain
  • Custom email domain
  • Background and accent colors
  • Logo branding
  • Proposals with e-signing
  • Contracts with e-signing
  • One-time invoicing
  • Recurring invoicing
  • Task management
  • Kanban boards
  • Client onboarding
  • Intake forms
  • Team collaboration
  • Meeting scheduling
  • Time tracking
  • Calendar dashboard
  • Leads pipeline

Benefits

  • Professional domain usage
  • Branded email communications
  • Complete brand control
  • Affordable white-label ($15/month)
  • Simplified client onboarding
  • Unified dashboard
  • Real-time collaboration

Audience Type

Agencies, freelancers, consultants, service businesses, small teams

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