ClientManager.io @ClientManager_

Say hello to SOPs

We’ve shipped awesome features over the past few months: • Project history activity • Improved client portal flow • Improved invoice builder • And more This month, we’re going live with SOP Dashboard: organize SOPs for your team and clients. 2025 is going to be 🔥🤌

🔥 White label is finally here! That means you can: • Use your own domain for all client-facing URLs • Remove our branding for all client documents • Use your own emails Read more and sign up here: preview.mailerlite.com/o5k5q9r0q2

@eternalf1r3 @kylepdotco 😂👍

@buildwithtaylor @ayushtweetshere Thanks Taylor!

Most software demo videos are too long. So we made a 60sec demo of @ClientManager_ you can watch before your coffee gets cold.

New Dashboard 🤌🔥

After listening to your feedback, and after months of design and development, @ClientManager_ has Client Portal 🙂 A simple dashboard where you can collaborate with your client. • Schedule meetings • See client requests • Send in-take forms • Work on projects • See documents • See notices …all in one simple page. • You as the “user” have your view. • The “client” has their view. Try it out on ClientManager .io

I’m enjoying 2 views: 1.) The ocean 2.) Client portal feature just launched in @ClientManager_ I’m grateful for both 🙏 The portal took months to develop and it’s looking awesome. We’ll make improvements as we go, along with adding a more spicy features. If you’re one of the 1,400+ users of ClientManager, we hope you find it helpful 🙂

New updates @ClientManager_ this month: 💰 PayPal Integration Invoices now integrate with PayPal. Note: Stripe Integration coming soon (we had verification issues, so ETA moved to April) 📧 In-App Emails Send emails directly from ClientManager. This applies to Proposals, Contracts, Questionnaires, and Invoices. 🗑️ Delete Default Labels/Categories/Tags You can now delete our default tags and create your own custom tags/labels/categories. ✍️ Custom Variables In Editor Add custom variables (Client Name, Business, Date) to Proposals & Contracts to speed up document creation. 🎯 Other updates: • Favourite projects (so your VIP projects are at the top) • Better filtering for projects & tasks • Improved notifications for comment mentions • Improved multi-file uploads • Added green checkmark to answered questions in questionnaire for better client experience 📅 In April, we’re going live with: • Client Portal (you’re going to love it - we’re putting a lot of focus into this 🙂) • New Dashboard with better assigned tasks and overview • Zoom & Google Meet Integration for Meetings • Stripe Integration 🗓️ And in May, we’ll have: • White Label • PDF Digital Signatures 👀 Transparency updates: • Google Calendar Integration - we have a basic version of this setup, and we’ve tried to get verified for more seamless integration, but it’s been weeks of delays. Sorry - we’re looking into this. • Zoom & Google Meet Integration - we applied various time to get approved, but have been declined and we’re working on it. • Stripe integration - we got declined to integrate this, but we’re working on it. 🧠 General business updates: • We’re working longer hours to give a big push over the coming 2 months. • We have a new team member to make it happen. • We’re working on more video tutorials. 🤝 A favor to ask: • We’ll start marketing ClientManager in April to get more users. • If you have any testimonail/case-study you can share that will help us promote your “win” please let me know 🙂 • Getting more users is a win-win for all of us as it means more income to reinvest and make it better. Thanks for using ClientManager ❤️ As always, let me know how we can make it better for you. Cheers, Kyle & The Team

Some exciting updates to @ClientManager_: ☕️ Schedule Meetings A simplified version of Calendly/TidyCal. ✍️ Digital Audit Signatures Each signature has your name, email, and IP address for verification. 🔔 Lead Reminder Notifications Follow-up reminders to check in with leads. And wait till you see our client portal launching next month! The design looks awesome - so clean and great UX. Can't wait to share it with you (and use it myself). 👀 This month, we're working on: • Stripe & PayPal integration for invoices. • Deleting default tags/labels/categories. 🗓️ Next month, we'll work on: • Zoom & Google Meet Integration for Meetings • Client Portal • In-App Emails • New Dashboard with better assigned tasks and overview Thanks for using ClientManager ❤️ As always, let me know how we can make it better for you. Cheers, Kyle & The Team

@JBerri0s @TechSquidTV @kylepdotco Thanks Joshua, appreciate you being a user 🙂

Just finished off our Client Portal wireframe design, and wow... 🔥 I'm confident it's the best UX out there. Solid features, but clean and simple. Dev starts next week 👀

@nazim848 @bretwp Thanks Nazim :) appreciate your kind words!

@laminembackee @attilavaszka ❤️

@ninecodes_ @yamanidev @laminembackee Awesome, thanks man :)

I don't post much about my SaaS, but I'm happy to share we have 1,400+ users now 🔥

Say hello to Shareable Project Kan Ban 👋 - Collab on tasks with clients or contractors - Super clean UI without the distractions - View or Edit access loom.com/share/4b3e62d8…

Recorded a 17min demo showcasing our new features and walking through ClientManager from start to finish if you'd like to watch. 🔗 youtu.be/P89zdbEDkaw

ClientManager is starting to look 🔥 (and we're just getting started). Coming soon: • Shareable Kan-Ban Projects • Schedule Client Meetings • Client Portal • Integrations