ClientManager.co keeps every client you work with — their contact details, onboarding status, projects, tasks, and the full history of what you have sent them — in a single place. Instead of chasing spreadsheets and inbox threads, you get one list that tells you who is onboarded, who is waiting on work, and who has not heard from you in a while.
Track every client record. Company and contact details, website, phone, address, timezone, industry, client type, free-form notes, and comma-separated tags. Clients move between Active, Onboarded, and Archived as the relationship changes.
Onboard with an SEO audit. Upload the client's audit PDF during onboarding. The file is stored in cloud storage, attached to the client record, and sent out with their first email automatically.
Automate follow-up. A scheduled drip campaign walks each onboarded client through a ten-email sequence, signed with DKIM so it lands properly. Every client's position in the sequence is tracked individually, and you get an admin summary after each run.
Manage the work itself. Each client has their own projects, tasks, and logged communications, with priorities, due dates, budgets, and progress. The client dashboard rolls this up into task-completion rate, active project count, and a recent-activity timeline.
Find and extract anything. Search across company name, contact, email, website, and notes, then narrow by industry, client type, status, or tags. Export the full client list to CSV whenever you need it elsewhere.