ClientManager.io

The simple client onboarding + management tool.

[ClientManager.io @ClientManager_]

Say hello to SOPs

[ClientManager.io @ClientManager_]

We’ve shipped awesome features over the past few months:

• Project history activity
• Improved client portal flow
• Improved invoice builder
• And more

This month, we’re going live with SOP Dashboard: organize SOPs for your team and clients.

2025 is going to be 🔥🤌

[ClientManager.io @ClientManager_]

🔥 White label is finally here!

That means you can:

• Use your own domain for all client-facing URLs
• Remove our branding for all client documents
• Use your own emails

Read more and sign up here:
https://t.co/FnUA5JfqiN

[ClientManager.io @ClientManager_]

@eternalf1r3 @kylepdotco 😂👍

[ClientManager.io @ClientManager_]

@buildwithtaylor @ayushtweetshere Thanks Taylor!

[Kyle Prinsloo @kylepdotco]

Most software demo videos are too long.

So we made a 60sec demo of @ClientManager_ you can watch before your coffee gets cold.

[ClientManager.io @ClientManager_]

New Dashboard 🤌🔥

[Kyle Prinsloo @kylepdotco]

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

[Kyle Prinsloo @kylepdotco]

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 🙂

[Kyle Prinsloo @kylepdotco]

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

[Kyle Prinsloo @kylepdotco]

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

[ClientManager.io @ClientManager_]

@JBerri0s @TechSquidTV @kylepdotco Thanks Joshua, appreciate you being a user 🙂

[ClientManager.io @ClientManager_]

Just finished off our Client Portal wireframe design, and wow... 🔥

I'm confident it's the best UX out there.

Solid features, but clean and simple.

Dev starts next week 👀

[ClientManager.io @ClientManager_]

@nazim848 @bretwp Thanks Nazim :) appreciate your kind words!

[ClientManager.io @ClientManager_]

@laminembackee @attilavaszka ❤️

[ClientManager.io @ClientManager_]

@ninecodes_ @yamanidev @laminembackee Awesome, thanks man :)

[Kyle Prinsloo @kylepdotco]

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

[ClientManager.io @ClientManager_]

Say hello to Shareable Project Kan Ban 👋

- Collab on tasks with clients or contractors
- Super clean UI without the distractions
- View or Edit access

https://t.co/aJinP0Kx47

[ClientManager.io @ClientManager_]

Recorded a 17min demo showcasing our new features and walking through ClientManager from start to finish if you'd like to watch.

🔗 https://t.co/NamGJkmhik

[ClientManager.io @ClientManager_]

ClientManager is starting to look 🔥 (and we're just getting started).

Coming soon:

• Shareable Kan-Ban Projects
• Schedule Client Meetings
• Client Portal
• Integrations