What's New? Update Notes & Changelog

Category: Updates Log

All notable changes/updates to ClientManager will be documented here. This log will record the following types of changes to ClientManager: Added for new features. Changed/Improved for changes in exi...

Welcome to the ClientManager knowledgebase!

Category: Knowledgebase

Welcome to ClientManager Knowledgebase!   Using this Wiki Welcome to the ClientManager Knowledgebase! The ClientManager Knowledgebase is an electronic user guide, showcasing the features and intended ...

Privacy Policy

Category: Technical & Legal

SOFTWARE AS A SERVICE - PRIVACY POLICY These Software as a Service Terms and Conditions apply to all Software Plans licensed by CLIENTMANAGER (PTY) LTD. 1. INTRODUCTION 1.1 The Service Pr...

Managing Client Reviews

Category: CRM Basics

Logging a review Review notes can be brief - remember the purpose is to document how you went about ensuring the client's financial plan is still appropriate or how planning was adjusted to meet chan...

Using the Interaction Log

Category: Interactions

What is the Interaction Log? The interaction log provides a summary of all the interactions you've had with a specific client. Interactions refer to events such as email communications, sms and Whats...

Terms of Service

Category: Technical & Legal

SOFTWARE AS A SERVICE TERMS AND CONDITIONS These Software as a Service Terms and Conditions apply to all Software Plans licensed by CLIENTMANAGER (PTY) LTD. 1. INTRODUCTION 1.1 The Servic...