Freedom251 › Proposal Software
ClientManager
What ClientManager is
ClientManager is a web platform for agencies, small businesses, and freelancers managing clients, deals, projects, time tracking, and invoices. It includes built-in e-signatures, client activity tracking, analytics and reporting, project tasks, team assignments, and real-time progress tracking. Users can publish questionnaires to collect client details and uploads through a shareable URL. A branded client portal can show project updates, requests, shared files, invoices, payments, and meeting scheduling; logos, brand colors, and a custom domain are supported, with an additional fee for the domain. Sales tools include a visual deal pipeline, proposal templates with e-signing, contracts, and recurring invoices with online payments. Calendar synchronization works with Google Calendar and can share availability. Solo costs $12 a month, Team $36 a month, and Enterprise pricing is available by contacting the provider. A seven-day trial is offered.
Who it suits
ClientManager suits agencies, small businesses, and freelancers coordinating clients, projects, sales, billing, and portals. Teams can choose plans based on listed people, client, portal, and storage allowances.
What it does well
- Built-in e-signatures
- Client portal supports payments and scheduling
- Visual deal pipeline
- Calendar sync with Google Calendar
- Seven-day trial available
What to know first
- No free plan
- Solo includes one team seat
- Storage ranges from 1GB to 4GB
- Refunds are not offered
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | $12 /month; yearly plan saves 20% · 1 person · 10 contractors/collaborators · 10 clients · 10 client portals · 1GB file storage | $12 a month |
| Team | $36 /month; yearly plan saves 20% · Up to 10 team members · 100 contractors/collaborators · 100 clients · 100 client portals · 2GB file storage | $36 a month |
| Enterprise | Contact Us · Unlimited people · unlimited contractors/collaborators · unlimited clients · unlimited client portals · 4GB file storage | On request |
As clientmanager.io lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
ClientManager brings client work, projects, sales, invoices, and portals into one web service. Its plan limits scale from a solo user to unlimited Enterprise allowances, but the trial charges on day seven unless canceled.
Facts from ClientManager's own pages
- Analytics and reporting
- Yes · clientmanager.io, 20 Sept 2026
- Audience
- The product is presented for agencies, small businesses, and freelancers. · clientmanager.io, 12 Oct 2026
- Calendar integration
- ClientManager says its calendar syncs with Google Calendar and can share availability. · clientmanager.io, 12 Oct 2026
- Client portal
- The branded client portal supports project updates, requests, shared files, invoices, payments, and meeting scheduling. · clientmanager.io, 12 Oct 2026
- Client activity tracking
- Yes · clientmanager.io, 20 Sept 2026
- Company
- The About page identifies Kyle Prinsloo as ClientManager’s founder and says he built it after working as a freelancer and agency owner. · clientmanager.io, 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. · clientmanager.io, 12 Oct 2026
- Built-in e-signatures
- Yes · clientmanager.io, 20 Sept 2026
- Free plan
- No · clientmanager.io, 20 Sept 2026
- Onboarding
- Users can create client questionnaires and collect client details and uploads through a shareable URL. · clientmanager.io, 12 Oct 2026
- Product
- ClientManager describes itself as an all-in-one platform for managing clients, deals, projects, time tracking, and invoices. · clientmanager.io, 12 Oct 2026
- Project tools
- Projects support actionable tasks, team assignments, and real-time progress tracking. · clientmanager.io, 12 Oct 2026
- Refunds
- The pricing FAQ says refunds are not offered. · clientmanager.io, 12 Oct 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. · clientmanager.io, 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. · clientmanager.io, 12 Oct 2026
- Storage limits
- The plan comparison lists 1GB, 2GB, and 4GB of file storage for Solo, Team, and Enterprise respectively. · clientmanager.io, 12 Oct 2026
- Support
- The pricing FAQ directs users to a support link inside the app for help. · clientmanager.io, 12 Oct 2026
- Included team seats
- 1 · clientmanager.io, 20 Sept 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. · clientmanager.io, 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. · clientmanager.io, 12 Oct 2026
Where ClientManager stands on Freedom251
- Proposal Software#70 of 134