Built for Financial Planners
ClientManager was built by financial planners for financial planners.
More than just a CRM.
ClientManager helps you get things done, keep in touch, and keep compliant.
Relationship Manager
A CRM is about more than just contact management. ClientManager helps you nurture and maintain your client relationships.
Task Organiser
Keep organised with powerful task management and team delegation tools. Link tasks to clients and keep track of everything.
Interaction Tracker
Keep record of all your client interactions. From emails, to SMS', to meeting minutes - ClientManager takes care of everything.
Store your client data. Keep everything in one place.
Your days of searching through multiple systems to find what you need are over.
Find things fast with powerful, flexible search capabilities. Now you can securely store everything in one place: call logs, annual review notes, meeting minutes, and much more...
Manage your team. Become calm, focused, and productive.
ClientManager's task management tools are powerful, robust, and easy to use.
Create and schedule tasks, assign them to team members, and share your progress with others. Allow your team to become focused, organized, and compliant. Get things done with remarkably simply, yet deceptively powerful task management.
Focus on what you do best. Automate the rest.
Automatically populate forms, schedule meetings, send out SMS', and log annual reviews.
Let our simple, intuitive tools do the boring stuff while you focus on helping clients. Save hours by filling in forms with the click of a button.
