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ClientManager

clientmanager.io

From $12/mo Free trial Web
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Spec score 8.1 #41 of 134 in Proposal Software

Spec sheet

Product
ClientManager describes itself as an all-in-one platform for managing clients, deals, projects, time tracking, and invoices.Read 12 Oct 2026 · clientmanager.io
Audience
The product is presented for agencies, small businesses, and freelancers.Read 12 Oct 2026 · clientmanager.io
Free plan
NoRead 20 Sep 2026 · clientmanager.io
Support
The pricing FAQ directs users to a support link inside the app for help.Read 12 Oct 2026 · clientmanager.io
Company
The About page identifies Kyle Prinsloo as ClientManager’s founder and says he built it after working as a freelancer and agency owner.Read 12 Oct 2026 · clientmanager.io
Analytics and reporting
YesRead 20 Sep 2026 · clientmanager.io
Built-in e-signatures
YesRead 20 Sep 2026 · clientmanager.io
Calendar integration
ClientManager says its calendar syncs with Google Calendar and can share availability.Read 12 Oct 2026 · clientmanager.io
Client activity tracking
YesRead 20 Sep 2026 · clientmanager.io
Client portal
The branded client portal supports project updates, requests, shared files, invoices, payments, and meeting scheduling.Read 12 Oct 2026 · clientmanager.io
Data processing
The data processing agreement names Top Job LLC at 2101 Kauffman Lp #7105, Georgetown, TX 78628, and lists AWS, OpenAI, Google, and Paddle as current subprocessors.Read 12 Oct 2026 · clientmanager.io
Included team seats
1Read 20 Sep 2026 · clientmanager.io
Onboarding
Users can create client questionnaires and collect client details and uploads through a shareable URL.Read 12 Oct 2026 · clientmanager.io
Project tools
Projects support actionable tasks, team assignments, and real-time progress tracking.Read 12 Oct 2026 · clientmanager.io
Refunds
The pricing FAQ says refunds are not offered.Read 12 Oct 2026 · clientmanager.io
Sales and billing
The feature set includes a visual deal pipeline, proposals with templates and e-signing, contracts, and recurring invoices with online payments.Read 12 Oct 2026 · clientmanager.io
Security and privacy
The privacy policy says ClientManager uses industry-standard security measures and states that no internet storage or transmission method can be guaranteed completely secure.Read 12 Oct 2026 · clientmanager.io
Storage limits
The plan comparison lists 1GB, 2GB, and 4GB of file storage for Solo, Team, and Enterprise respectively.Read 12 Oct 2026 · clientmanager.io
Trial terms
The pricing page says the trial lasts 7 days, sends a reminder on day 5, and charges on day 7 unless canceled first.Read 12 Oct 2026 · clientmanager.io
White label
The portal can use a customer logo, brand colors, and custom domain, with an additional fee for the custom domain.Read 12 Oct 2026 · clientmanager.io

Plans and prices

Solo $12 a month $12 /month; yearly plan saves 20% 1 person · 10 contractors/collaborators · 10 clients · 10 client portals · 1GB file storage Read 12 Oct 2026 · clientmanager.io
Team $36 a month $36 /month; yearly plan saves 20% Up to 10 team members · 100 contractors/collaborators · 100 clients · 100 client portals · 2GB file storage Read 12 Oct 2026 · clientmanager.io
Enterprise Priced on request Contact Us Unlimited people · unlimited contractors/collaborators · unlimited clients · unlimited client portals · 4GB file storage Read 12 Oct 2026 · clientmanager.io

Every ClientManager plan and price →

Where Specifiction places it

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