Getting Started
Welcome to ClientManager, your all-in-one solution for Relationship Management, Task Organization, and Interaction Tracking. The CRM offers powerful features to streamline your workflow and enhance your client management process.
Key Features
Keep it Together
Store all your notes, tasks, and client communications in a single place along with their information. No more juggling between multiple tools and platforms.
Find Things Fast
Effortlessly locate meeting minutes, call notes, and tasks by searching for keywords on a client's profile. Say goodbye to endless scrolling and searching.
Manage Your Diary
Schedule appointments, send meeting invites, and add events directly to your calendar, ensuring you never miss an important date.
Work Anywhere
ClientManager is web-based, allowing you to access it from anywhere on any device. Stay connected with your clients and tasks on the go.
Automate the Boring
Let ClientManager handle paperwork, organize your notes, and schedule your meetings, freeing up your time for more meaningful tasks.
Manage Your Team
Easily assign tasks to your team members and monitor their progress, ensuring efficient teamwork and project management.
Bulk Emails
Send out bulk communications to specific client groups or your entire practice. Customize your messages for targeted and effective communication.
Powerful Insights
Gain valuable insights into your clients and your practice at a glance. Make informed decisions based on data-driven analysis.
Record of Advice
A record of advice is more than just a financial plan. With ClientManager:
- Keep track of calls, notes, reviews, and all client interactions.
- Build a comprehensive record of all past interactions with a client, easily accessible in one place.
- Simplify compliance by having a clear history of your practice's interactions with clients.
Task Management
Stay organized and efficient with ClientManager's task management capabilities:
- Keep track of what needs to be done, when, and by whom.
- Simplify teamwork by creating tasks, assigning them to team members, and documenting progress with comments.
- Start each day with a clear understanding of your tasks and priorities.
Calendar Integration
Effortlessly schedule and manage meetings with your clients:
- Connect your calendar and schedule meetings directly from the CRM.
- Whether it's a Microsoft Teams® meeting, a Google Meet®, or a quick Zoom® call, schedule the invite directly from a client's profile.
- Sync your appointments with your favorite calendar application to ensure you never miss a meeting.
Bulk Communication
Stay in touch with your clients efficiently:
- Segment your clients and send tailored bulk communications.
- Customize your messages to target specific client groups.
- Streamline your client outreach efforts.
Automate Document Generation
Save time and energy by automating document generation:
- Generate application forms, debit order forms, and other standard documents with a single click.
- Eliminate the manual paperwork and focus on more important tasks.
Valuable Insights
Access insightful data about your clients, your team, and your practice:
- Centralized data allows ClientManager to provide useful insights.
- Monitor your team's productivity and track progress throughout the year.
- Quickly assess a corporate client's balance sheet or other financial data.
Compliance Made Easy
ClientManager simplifies compliance:
- Accessible client interactions, calls, meeting minutes, appointments, and communications.
- Stay compliant without complexity, saving you time and effort.
Say hello to a new way of working with ClientManager CRM. Start exploring its powerful features and take your client management to the next level. If you have any questions or need assistance, refer to our detailed documentation or contact our support team for help.