ClientManager
The facts below are what the maker publishes about ClientManager, checked and dated. Our editors have not written about it yet.
Plans and prices
From ClientManager's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $12 a month | 1 person · 10 contractors/collaborators · 10 clients · 10 client portals · 1GB file storage · $12 /month; yearly plan saves 20% |
| Team | $36 a month | Up to 10 team members · 100 contractors/collaborators · 100 clients · 100 client portals · 2GB file storage · $36 /month; yearly plan saves 20% |
| Enterprise | Priced on request | Unlimited people · unlimited contractors/collaborators · unlimited clients · unlimited client portals · 4GB file storage · Contact Us |
The facts
Each one read from ClientManager's own pages, with the date it was checked.
What it does
- Analytics and reporting
- Yeschecked 20 Sep 2026
- Audience
- The product is presented for agencies, small businesses, and freelancers.checked 12 Oct 2026
- Built-in e-signatures
- Yeschecked 20 Sep 2026
- Calendar integration
- ClientManager says its calendar syncs with Google Calendar and can share availability.checked 12 Oct 2026
- Client activity tracking
- Yeschecked 20 Sep 2026
- Client portal
- The branded client portal supports project updates, requests, shared files, invoices, payments, and meeting scheduling.checked 12 Oct 2026
- Data processing
- The data processing agreement names Top Job LLC at 2101 Kauffman Lp #7105, Georgetown, TX 78628, and lists AWS, OpenAI, Google, and Paddle as current subprocessors.checked 12 Oct 2026
- Onboarding
- Users can create client questionnaires and collect client details and uploads through a shareable URL.checked 12 Oct 2026
- Product
- ClientManager describes itself as an all-in-one platform for managing clients, deals, projects, time tracking, and invoices.checked 12 Oct 2026
- Project tools
- Projects support actionable tasks, team assignments, and real-time progress tracking.checked 12 Oct 2026
- Refunds
- The pricing FAQ says refunds are not offered.checked 12 Oct 2026
- Security and privacy
- The privacy policy says ClientManager uses industry-standard security measures and states that no internet storage or transmission method can be guaranteed completely secure.checked 12 Oct 2026
- Storage limits
- The plan comparison lists 1GB, 2GB, and 4GB of file storage for Solo, Team, and Enterprise respectively.checked 12 Oct 2026
- Support
- The pricing FAQ directs users to a support link inside the app for help.checked 12 Oct 2026
- White label
- The portal can use a customer logo, brand colors, and custom domain, with an additional fee for the custom domain.checked 12 Oct 2026
The company
- Company
- The About page identifies Kyle Prinsloo as ClientManager’s founder and says he built it after working as a freelancer and agency owner.checked 12 Oct 2026
- Included team seats
- 1checked 20 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
- Sales and billing
- The feature set includes a visual deal pipeline, proposals with templates and e-signing, contracts, and recurring invoices with online payments.checked 12 Oct 2026
- Trial terms
- The pricing page says the trial lasts 7 days, sends a reminder on day 5, and charges on day 7 unless canceled first.checked 12 Oct 2026
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