Less complexity and confusion.
More simplicity.
ClientManager helps you keep all your work centralised, easily find what your looking for, and ensures you never miss a beat.
Powerful features
Keep it together
Store all your notes, tasks, and client communications in a single place along with their information.
Find things fast
Find meeting minutes, call notes, and tasks easily by searching for keywords on a client's profile.
Manage your diary
Schedule appointments, send meeting invites, and add events directly to your calendar.
Work anywhere
ClientManager is web-based, meaning you can access it from anywhere on any device.
Automate the boring
Let ClientManager do your paperwork, sort your notes, and schedule your meetings.
Manage your team
Easily assign tasks to your team members and follow up on their progress.
Bulk emails
Send out bulk communication to specific groups of clients or your whole practice.
Powerful insights
Get insightful information about your clients and your practice at a glance.
A record of advice is more than
just a financial plan.
Keep track of calls, notes, reviews, and other client interactions.
ClientManager builds a record of all past interactions with a client, and stores them in a single place for easy searching. The interaction log makes it easy to get an overview of all interactions your practice has had with a client.
It's more than how much you get done, it's what you get done.
Keep track what needs to be done, when, and by who
ClientManager simplifies teamwork and ensures you never miss a deadline. Create tasks, pass them on to team members, and leave comments as you go to document your progress.
Start each day knowing exatly what needs to be done.
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, you can schedule the invite directly from a client's profile and add it to your favourite calendar so you never miss a meeting.
Keep in touch with your clients.
Send bulk communication to your clients
ClientManager allows you to segment your clients and send bulk communications to all or a part of your clients. Send out bulk communications that are specific and relevant to your clients using various customisation options.
Focus your energy on the things that matter
Let ClientManager do the paperwork for you
Filling in application forms, debit order forms, and other standard documents wastes hours of productive energy that could have been better spent. Let ClientManager automatically generate your documents with the click of a button.
Get insights only ClientManager can give
Access useful data about your clients, your team, and your practice
Having your data centralised allows ClientManager to provide useful insights about your clients, your practice, and your team. Keep track of your team's productivity throughout the year, or quickly check to see whether a corporate client's balance sheet is healthy.
Compliance without complexity
Say hello to your new way of working
Keeping compliant can slow down your workflow and hold you back from getting more done. Having all your client interactions, calls, meeting minutes, appointments, and communications readily accessible doesn't have to take hours. ClientManager makes staying compliant painless.
