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/o5k5q…

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

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 👀

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/4b3e62d8bc654…

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

Attention Freelancers! If you haven't heard of ClientManager.io @kylepdotco It's my CRM of choice, and now with Import clients by CSV, it's almost too easy to manager clients now! Also, time tracking export to CSV, come on, what more do you want?

I can vouch for clientmanager.io It's made my freelancing so much easier, not because it's bloated with useless features, but because it's elegant, intuitive and easy to use. Also, I've never seen so many updates so quickly. The team is very committed to it's users.

I’ve got something spicy to share 🌶️ So if you don’t like curry, this post is not for you. We now offer a 7-day free trial for you to try @ClientManager_ A lot of big improvements in the past 9 months, so if you’ve been on the fence about trying it, I hope you take up this offer. ❌ Worst case, you had something spicy - for free ✅ Best case, you have the tool you need to keep things spicy. Enjoy, and have a great weekend 🙂 clientmanager.io PS: don’t forget to keep some milk ready 🔥

🔥 New Feature: Client Leads