SUPPORT
- Chat
- Submit Ticket
- Request Remote Support
CONTACT
Support: support@clientmanager.com
Sales: sales@clientmanager.com
Website: ClientManager.us
SOCIAL MEDIA
- Website: ClientManager
- Facebook: ClientManager
- X: clientmanager
- LinkedIn: https:linkedin/clientmanager
CUSTOMER RELATIONSHIP MANAGEMENT
Organizations & Contacts
Manage and track organizations and contacts efficiently to ensure effective collaboration and relationship management.
Vendor Management
Manage and track vendor relationships and performance to ensure effective collaboration and procurement.
Leads & Campaigns
Capture and track leads, prospects and opportunities effectively using marketing campaigns.
Contacts
Manage and track contacts efficiently to ensure effective communication and relationship management.
PROJECT MANAGEMENT
Estimating & Proposals
Streamline the process of creating and managing estimates and proposals to improve accuracy and efficiency.
Client Invoices & Payments
Manage and track client invoices and client payments efficiently to ensure timely processing and financial accuracy.
Documents & Files
Manage and track documents and files efficiently to ensure easy access and organization.
Tasks & Scheduling
Efficiently manage and track tasks and schedules to ensure timely completion of tasks and events.
Selections & Allowances
Efficiently manage and track selections and allowances to ensure accurate project planning and budgeting.
Communications & Messaging
Document all communications and messages to ensure effective collaboration and information sharing.
Warranties
Manage and track warranties efficiently to ensure timely processing and accurate record-keeping.
Selections & Allowances
Efficiently manage and track selections and allowances to ensure accurate project planning and budgeting.
VENDOR MANAGEMENT
Vendor Bills and Payments
Manage and track vendor bills and payments efficiently to ensure timely processing and financial accuracy.
Vendor Quotes
Track and manage vendor quotes efficiently to ensure timely processing and financial accuracy.
Vendor Purchase Orders
Manage and track vendor purchase orders efficiently to ensure timely processing and financial accuracy.
Vendor Credits
Manage and track vendor credits efficiently to ensure timely processing and financial accuracy.
COST ESTIMATING & PRICING DATABASES
Cost Databases
Maintain and manage cost databases efficiently to ensure accurate and up-to-date information for estimating and budgeting.
Estimating
Create accurate and detailed estimates to support project planning and budgeting.
Cost Assemblies
Build and maintain cost assemblies efficiently to ensure accurate and up-to-date information for estimating and budgeting.
Proposals & Change Orders
Create and update proposals and change orders efficiently to ensure accurate and up-to-date information for project management and budgeting.
CLIENT & STAFF PORTALS
Client Portal
Centralizes access for clients to manage their interactions and transactions.
Staff Portal
Centralized access for staff and team members to manage their tasks and responsibilities.
Communications
Facilitate effective communication within the organization and with external stakeholders.
3rd-Party Integrations
Seamlessly connect with external services and platforms to enhance functionality.
3RD-PARTY INTEGRATIONS
QuickBooks
Integrate with QuickBooks for seamless financial management and accounting.
Zapier
Integrate with Zapier to automate workflows and connect various applications seamlessly.
Other Integrations
Integrate with other applications to enhance functionality and streamline processes.