Most software demo videos are too long. So we made a 60sec demo of @ClientManager_ you can watch before your coffee gets cold.

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

I don't post much about my SaaS, but I'm happy to share we have 1,400+ users now 🔥

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 🔥

If you're on the fence about signing up to @ClientManager_ we just added a demo to the website. And a free trial is coming soon 🤌🔥

🥳 I've launched a new SaaS! Introducing: → ClientManager (@clientmanager_) The simple client onboarding + management tool for freelancers & agencies. Here are the details: 👇

Naughty sneak peek of how it looks like 👇 (no 🥲 allowed)

🔔 We have a launch date for @ClientManager_ 🗓️ Tuesday, 27 December Can't wait to share it with you guys. Really proud of how it came out 🙏

Exciting thing I’m building if you don’t know yet 🙂 @ClientManager_ • Onboard clients • Digitally sign docs • Manage client projects • Collab with team members • Send proposals & contracts ...all in a simple UI without the fluff. Perfect for freelancers & agencies 👌

ClientManager overview of features. Not bad for v1 🤯 Join the waitlist when we launch and get an exclusive discount launch price: clientmanager.io

We are 4 weeks behind schedule to launch @ClientManager_ Sure, I can launch sooner, but I want the MVP to be solid and something I will be happy to use right from the start. It will be worth the wait ❤️

Here's a sneak peek of the @ClientManager_ website built on @EditorX 🔥 I saved hours importing the Figma design into Editor X, then editing it further. Love this platform ❤️

My SaaS doesn't have a prototype yet, but it's now got a new and fancy logo. Things are about to get serious @ClientManager_