ClientManager CRM

Manage client data, projects, scheduling, invoicing, and communication.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

ClientManager CRM Overview

  • Updated November 25, 2025

ClientManager CRM is a comprehensive solution designed to help service-based businesses organize and manage their client relationships more effectively. It centralizes essential functions such as client data storage, project tracking, scheduling, invoicing, and communication in one platform.

By streamlining these processes, it reduces administrative work and enhances customer service, which allows businesses to focus more on growth, efficiency, and maintaining strong client connections.

Key Features

  • Client Portal : A centralized dashboard that organizes client interactions, tasks, and updates in one place and improves overall communication.
  • Proposal Builder : Allow creation of polished proposals with e-signatures and sharing through a single link that clients can sign quickly.
  • Contract Builder : Provide customizable contracts with digital signatures and secure sharing links that streamline agreement processes efficiently.
  • Invoicing : Generate one-time or recurring invoices within minutes and delivers them via URL or PDF for fast and simple billing.
  • Tasks / Project Management : Offers an intuitive interface to organize and track tasks which functions like a lightweight Trello or Notion system.
  • Client Onboarding : Collect essential client details using intake forms shared through URLs that replace lengthy email threads and manual exchanges.
  • Team Collaboration : Enable assigning tasks and tagging colleagues which ensures better coordination and smooth workflow across different team members.
  • Calendar Dashboard : Display deadlines and events in a calendar view that helps businesses plan and manage schedules clearly and effectively.
  • Time Tracking : Logs task hours manually and ties them to clients or projects that ensure accurate reporting and billing of work.
  • Leads Pipeline : Tracks prospects in a simple pipeline which improves lead management and supports faster conversion into paying clients.

Price

Plan Name Price (Monthly, Billed Monthly) Key Inclusions
Solo $12/month 1 team member; up to 10 collaborators; 10 clients; 10 client portals; 100 GB storage; full feature access and updates
Team $29/month Up to 10 team members; 100 collaborators; 100 clients; 100 client portals; 500 GB storage; full feature access and updates
Enterprise $59/month Unlimited team members, collaborators, clients, and client portals; 5 TB storage; full feature access and updates

Pricing details: https://www.clientmanager.io/pricing

Pros

Competitor Pros of ClientManager CRM
HoneyBook ClientManager is significantly more affordable for small teams. Its Solo plan costs about US$12/month, while HoneyBook’s entry begins higher. ClientManager gives all features regardless of plan level, which helps smaller agencies grow without losing access to tools.
Plutio At every pricing tier, ClientManager gives more value. The Solo plan allows more collaborators and clients than Plutio’s comparable tier. ClientManager’s Team plan offers strong capacity with more users, clients, and client portals at lower cost.
Fusebase ClientManager offers a simpler, more intuitive interface which helps new users onboard faster. It focuses on essential CRM + project-management tools rather than overloading with advanced features that users may not need immediately.
ManyRequests ClientManager tends to be better for tighter budgets. It gives many of the same tools for client onboarding, portals, proposals etc, often at lower cost, especially for small to medium-sized teams.
Moxie ClientManager gives more flexibility in plan structure. It doesn’t lock features behind the high-end plans as much. Also its pricing is more transparent and accessible for smaller operators.

 

Cons

Competitor Cons of ClientManager CRM
HoneyBook HoneyBook may offer more polished marketing and client-facing templates and deeper brand recognition among freelancers and creatives. It also has an ecosystem that some users prefer. ClientManager may lag somewhat in theme/style variety or community size.
Plutio Plutio has more mature workflow features in some areas (for example, more configurable contributor permissions or advanced add-ons) which ClientManager might lack. Also, in very large teams, Plutio’s scaling options might be more refined.
Fusebase Fusebase may provide more advanced project or backend tools that ClientManager doesn’t emphasize. Users who need deep customizations or heavy complexity may find ClientManager less capable.
ManyRequests ManyRequests can offer more extensive agency-oriented features (e.g. support/tickets, white label, branding) in higher plans. ClientManager may require workarounds or depend on integrations for some of those.
Moxie Moxie might offer stronger automation workflows or features like virtual data rooms, more advanced client portal customizations, or tools for sales-oriented operations that ClientManager may not cover fully.

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