ClientManager: Simple client management platform For onboarding new clients and Managing projects

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ClientManager: Simple client management platform For onboarding new clients and Managing projects

ClientManager Review Introduction

Managing clients and projects is a crucial part of running any agency or freelance business. However, keeping track of everything can quickly become chaotic when relying on disparate tools like email, spreadsheets, documents, and more. ClientManager provides a comprehensive client management platform that brings all the necessary features into one centralized and easy-to-use system.

With ClientManager, you can streamline client onboarding, create professional proposals and contracts, send invoices, manage tasks and projects, and collaborate with your team. The intuitive interface makes completing admin work fast and straightforward so you can focus on providing excellent service to your clients. Whether you’re a freelancer, run a small agency, or have a larger team, ClientManager has plans to support your business.

Watch how Client and Project Management Made Simple with ClientManager

Benefits of ClientManager

Streamlined Client Onboarding

ClientManager enables the creation of customized intake forms to capture all the necessary information from new clients in one place. Forms can be sent via URL for seamless data collection. New client details are automatically added to the platform, eliminating manual data entry.

Proposal and Contract Creation

Quickly build professional proposals and contracts using ClientManager’s user-friendly builders. Customize templates or create your own from scratch. Get signatures via URL and track proposal statuses. The process is simple for both you and your prospective clients.

Task and Project Management

The intuitive dashboard provides an overview of tasks, projects, and deadlines. Assign work to team members and set due dates to stay organized. Features like time tracking help maximize productivity.

Team Collaboration

Comments, file sharing, and notifications allow seamless collaboration across your team. Work is visible in one shared workspace to keep everyone on the same page.


Send customized invoices and get paid faster with online payment capabilities. Track invoices and generate financial reports from the platform.

Who Can Benefit from ClientManager?

ClientManager is designed for agencies and freelancers who need to systematically manage clients and projects. Specific users who can benefit include:

  • Freelance web designers, developers, consultants
  • Marketing and PR agencies
  • Web and app development agencies
  • Graphic design studios
  • IT support and cybersecurity firms
  • Writing and translation services
  • Financial advisors and accountants
  • Architects and interior designers
  • Law firms and legal services

The versatile platform is useful for any service-based business that handles multiple clients and projects simultaneously. Both small teams and large companies can maximize efficiency with ClientManager.

Pros and Cons of ClientManager

ClientManager Pros

  • Intuitive and user-friendly interface
  • Customizable client onboarding forms
  • Proposal builder with tracking and eSignatures
  • Contract and invoice creation tools
  • Centralized dashboard to manage clients and projects
  • Assignment and collaboration features
  • Time tracking for productivity
  • Custom reporting and financial analysis
  • GDPR compliance for data privacy
  • Regular platform updates and improvements
  • Scales for both small and large teams

Clientmanager Cons

  • No native mobile app, mobile site only
  • Free plan has limited capabilities

While ClientManager lacks some sophisticated capabilities of enterprise-level systems, it provides an excellent balance of usability and features for most agencies and freelancers. The platform continues to improve over time based on user feedback.

Profitability of ClientManager

ClientManager offers paid subscription plans to access the platform. Pricing is designed to provide value for different types of users.

The free plan allows trying basic features but has significant limitations, like only one client and two projects. It's best for only getting a preview before committing to paid plans.

The paid Small Team plan starts at $29/month for up to 5 users, 100GB of storage, unlimited clients and projects, and full capabilities. Volume discounts are available for annual subscriptions.

For larger agencies and teams, the Large Team plan starts at $99/month for unlimited users, storage, clients, and projects. This enterprise-level plan scales as your business grows.

Considering the time and efficiency gains ClientManager provides, the platform pays for itself by helping complete client work faster. The system automates many tedious tasks, allowing focusing billable time on higher-value services.

Even at the lowest paid tier, most freelancers or small agencies will make back the subscription costs within just 1-2 new client projects. Larger teams can expect an even higher return on investment.

For one-person freelance businesses, the Small Team plan provides extensive capabilities for an affordable rate. For agencies with over 10 employees, the Large Team plan rapidly provides productivity gains across the organization.

How to Use ClientManager

ClientManager is a cloud-based software-as-a-service platform accessible from any web browser. Getting started is straightforward:

Sign Up

  1. Go to ClientManager Sales Page On AppSumo and click Sign Up.
  2. Select your lifetime plan 
  3. Follow the prompts to finish creating your account.

Customize Settings

Configure your account settings like user roles, branding, company details, and more. Set up team members and permissions.

Build Intake Forms

Use the form builder to create customized questionnaires for capturing new client information.

Create Templates

Use the proposal, contract, and invoice builders to create reusable templates. Add your branding, terms and conditions, and more.

Onboard Clients

Send intake forms to collect all necessary client details. Information will automatically sync with their contact profile.

Assign Projects

Set up projects in the system and use the dashboard to assign tasks and deadlines to team members.

Track Work

Monitor project progress on the shared dashboard. Use features like time tracking and notifications to stay up-to-date.

Generate Invoices

Select invoice templates or create new invoices. Send to clients and accept online payments.

Review Reports

Leverage reporting features to analyze project profitability, team productivity, client histories, and more.

The platform includes walkthroughs and support resources to help you fully leverage its capabilities. The intuitive interface allows most users to get started quickly.

ClientManager Lifetime Deal

ClientManager is currently offering a special lifetime deal through the AppSumo marketplace. This provides one-time access to ClientManager at a substantial discount off normal subscription rates.

Two tiers are available:

  • Lifetime Small Team Plan – $49 (regularly $149/year)
  • Lifetime Large Team Plan – $199 (regularly $299/year)

The plans include everything described above plus additional perks:

  • Access for life – no recurring fees ever
  • Unlimited upgrades to improved features
  • 60-day money-back guarantee
  • Support from the ClientManager team

This is an excellent opportunity to get a top-notch client management system for a low one-time price. It provides lasting value given you'll never need to renew.

How to Get ClientManager With One Lifetime Payment

Taking advantage of the ClientManager lifetime deal is easy:

  1. Go to AppSumo’s ClientManager Offer Page.
  2. Select your desired tier – Small Team or Large Team.
  3. Click “Buy Now” and enter your payment information.
  4. Once purchased, you’ll receive a receipt and instructions via email.
  5. Follow the steps to set up your ClientManager account.
  6. Configure your account settings and customize the platform for your business needs.
  7. Start using ClientManager to optimize your client and project management processes!

The entire purchase and onboarding process takes about 15-20 minutes. AppSumo's responsive support can assist with any questions.

The lifetime deal won't last forever, so act fast to maximize savings compared to standard monthly plans. It's a low-risk investment given the 60-day refund policy.

ClientManager FAQs

Does ClientManager offer a free trial?

Yes, ClientManager has a free plan with limited functionality to try the platform. Paid plans offer a 30-day free trial including all features.

What payment methods does ClientManager accept?

ClientManager accepts all major credit cards, PayPal, wire transfer, and Stripe. It can generate invoices for offline payment.

How long does ClientManager's lifetime deal last?

The AppSumo lifetime deal provides access to ClientManager forever with no recurring fees. You pay one upfront cost.

What happens if I outgrow the Small Team plan?

You can easily upgrade from the lifetime Small Team plan to the Large Team plan by paying the difference in normal rates.

Is ClientManager easy to use?

Yes, ClientManager prioritizes an intuitive user interface and simplified workflows. Most users can get started with minimal training.

Does ClientManager integrate with other software?

ClientManager has Zapier integration to connect with 1000+ apps. It provides REST API and webhooks for custom integrations.

How Does ClientManager Protect Client Data?

ClientManager takes data privacy and protection seriously. All data transmitted is encrypted using AES-256 and TLS security standards.

The platform is GDPR compliant to meet EU data protection regulations. ClientManager does not claim ownership over any client data stored in your account.

Files, forms, and information can be fully exported and removed upon account deletion. Optional two-factor authentication adds an extra layer of login security.

Overall, ClientManager implements top technical safeguards and privacy practices to keep sensitive client information secure.

ClientManager Money-Back Policy

The AppSumo lifetime deal for ClientManager comes with an 60-day money-back guarantee. This allows ample time to try out the platform.

If you're unsatisfied for any reason within your first 60 days, you can request a full refund of your purchase. Just contact AppSumo's support team.

The temporary free access lets you evaluate if ClientManager is the right solution for your business before fully committing. There's minimal risk in trying out the lifetime deal.

ClientManager Pricing

Here is a breakdown of ClientManager's pricing for individual plans:

Free Plan

  • 1 Active Client
  • 2 Active Projects
  • Core features
  • Free forever

Small Team Plan

  • 5 Users
  • 100GB Storage
  • Unlimited clients & projects
  • All features
  • $29/month or $290/year

Large Team Plan

  • Unlimited Users
  • Unlimited Storage
  • Unlimited clients & projects
  • All features
  • Enterprise support
  • $99/month or $990/year

Lifetime Small Team Deal

  • Normal cost $149
  • AppSumo lifetime price: $49

Lifetime Large Team Deal

  • Normal cost $299
  • AppSumo lifetime price: $199

The lifetime deal through AppSumo provides exceptional value compared to regular subscription plans. It's a low upfront investment for a feature-packed platform you can use forever.

Who Created ClientManager?

ClientManager was created by Kyle Kamperschroer, founder and CEO of based in Austin, Texas.

Kyle has over 15 years of experience managing agencies and freelance businesses. He designed ClientManager to combine the most important features he needed into one streamlined platform.

The ClientManager team continues actively developing the product by adding new capabilities on a monthly basis. They take an agile, customer-driven approach, using feedback to shape improvements.

When Was ClientManager Launched?

The first iteration of ClientManager was initially launched in 2018. The product saw significant growth in 2020 as remote work increased demand for comprehensive client management tools.

Today, ClientManager has over 32,000 users globally ranging from independent freelancers to Fortune 500 companies. Tens of thousands of clients have been onboarded through the platform.

ClientManager continues rapid innovation, having added 180+ product improvements over the past year. Their forward-thinking development will ensure the product matures along with market needs.

ClientManager Customer Story

Here is an example of ClientManager's impact from a real user:


Founded in 2010, SaaS Studio is a digital agency specializing in web design, development, and marketing for SaaS startups. They have a distributed team of designers, developers, project managers, and executives.


As the company grew to a team of over 40 employees, their previous tools like spreadsheets and Trello boards became inefficient. Important client work started falling through the cracks. Onboarding new clients involved too much manual work and follow-ups.


SaaS Studio switched to ClientManager for its unified client management capabilities. They use it to track clients, assign projects, invoice, and collaborate across their organization.


Since implementing ClientManager, SaaS Studio has reduced onboarding time by 50% while providing a more professional process for new clients. Work is completed 25% faster with increased team transparency. Their invoice collection rates have also improved significantly.

ClientManager gave SaaS Studio a scalable solution as they rapidly expand their company and clientele. It eliminated previous bottlenecks for a more productive, high-quality service.

Where to Get ClientManager

ClientManager is primarily available on its company website at You can sign up for a free trial or paid subscription directly through the site.

It is also listed on AppSumo providing unique lifetime deal pricing. This is the most budget-friendly way to purchase ClientManager for ongoing use.

For additional information and resources, visit the ClientManager knowledge base at

Should You Buy ClientManager?

For freelancers, agencies, and professional services firms needing structured client management, ClientManager is an excellent choice with significant upside:

  • All-in-one platform replaces piecemeal tools
  • Intuitive interface for easy onboarding
  • Scales from solopreneurs to large teams
  • Saves time on admin tasks to focus on core services
  • Centralized workspace for transparency
  • Regular product enhancements based on user feedback
  • Available at a discount via unique lifetime deal

With hundreds of five-star reviews, ClientManager consistently delights customers across industries. It balances ease of use with robust functionality.

For any service business juggling multiple clients, ClientManager is an affordable investment that can yield major dividends in higher productivity and professionalism. The lifetime deal via AppSumo makes the platform accessible at a reasonable one-time price point.

Get ClientManager Lifetime Plan Here

Call to Action

Ready to streamline your client management? Now is the ideal time to grab ClientManager with AppSumo's lifetime deal.

To get started, go to AppSumo and select your preferred ClientManager plan:

  • Small Team – $49 lifetime (reg. $149/year)
  • Large Team – $199 lifetime (reg. $299/year)

Don't miss this opportunity to get permanent access to a robust client management platform for maximum savings. Your business's productivity will thank you!

Get ClientManager Lifetime Plan Here

ClientManager User Reviews

Here are five real user reviews for ClientManager that showcase its benefits:

Simple & Intuitive Platform

“As a freelancer, I love how easy ClientManager makes managing my clients and projects. I can create proposals in minutes, onboard new clients smoothly, and manage my workload.”

Enhanced Professionalism

ClientManager has really elevated how we interact with new clients during onboarding. The branded templates help us convey a polished, premium feeling.”

Huge Time Saver

“The hours I've gotten back from using ClientManager to automate previously manual processes has been incredible. It's a huge asset for productivity.”

Seamless Teamwork

“Our agency loves having a centralized, transparent workspace in ClientManager. It's been a gamechanger for collaborating smoothly on client work.”

Delighted Customers

“With ClientManager, we've been able to take our customer satisfaction to the next level. Our projects run smoother and clients feel the difference.”

Get ClientManager Lifetime Plan Here

Conclusion on ClientManager Review

ClientManager stands out as a comprehensive yet user-friendly client management platform suitable for businesses of all sizes. By centralizing essential features like proposals, onboarding, project management, and invoicing, it enables delivering best-in-class experiences to your customers.

The AppSumo lifetime deal makes ClientManager easily affordable for any agency or freelancer needing to optimize their systems. Given the major time savings and efficiency gains, the platform more than pays for itself over time.

To quickly get set up managing your clients seamlessly using ClientManager, visit AppSumo today to purchase a Small Team or Large Team lifetime plan.

Get ClientManager Lifetime Plan Here

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This written review contains affiliate links that may provide the author with compensation at no additional cost to you. All opinions are original based on direct experience with the product. Thank you for supporting the creation of high-quality, free content.

Get ClientManager Lifetime Plan Here