ClientManager’s template builders and project management tools enable you to onboard and manage clients. The user-friendly interface allows you to manage all of your clients and projects in one location.
You may access your dashboard to add new clients, check notifications, and keep track of the built-in calendar. You may allocate specific tasks or entire projects to team members using this platform, ensuring that no client work falls through the gaps.
ClientManager Lifetime Deal Features Overview:
You can design professional proposals that can create your brand and impress your soon-to-be clients in a breeze.
You’ll be able to capture e-signatures by URL, making the entire process straightforward from the start.
You can also upload existing PDF proposals. In either case, tracking proposals allows you to keep track of possible clients and respond quickly to close the deal.
You may also utilize user-friendly construction tools to produce legal contracts and invoices.
To add a personal touch, you’ll be able to customize papers and add your e-signature in a variety of styles.
When you’re finished, save the documents as new templates for your team to use in the future.
It provides a quick and easy approach to onboarding new customers.
The platform allows you to create and distribute unique intake forms as well as provide pre-existing intake forms.
Send a URL to a custom questionnaire that will capture client information and automatically submit it to the platform.
You’ll be notified when forms are finished, your staff will be able to get right to work—no back-and-forth required.