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Getting Started

Category: Welcome to ClientManager CRM

This video provides a brief overview of the CRM features and the intention behind their design.

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Changelog: What's new?

Category: Knowledgebase

v2.3.13 [09-07-2026] Changed Updated the email automation log to display a list of recent email automations generated by the CRM. Changed email automations to now support including images. v2.3.11 [...

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Setting Up Your CRM

Category: Welcome to ClientManager CRM

This tutorial guides you through setting up your profile and practice settings before diving into the CRM itself. Welcome to ClientManager CRM! We're thrilled to have you on board and are confident ...

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Using cmIQ: Your AI Assistant in ClientManager

Category: ClientManager AI

Welcome to the future of client management! ClientManager's integrated AI feature set, cmIQ, is here to revolutionise the way you work. Powered by advanced large language models, like the technology b...

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Creating Clients

Category: Client Records

This tutorial will show you how to create new clients and take you through the different sections of a client's profile. 1. Creating a New Client Record Whether you're starting fresh or adding new c...

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Creating a new individual client

Category: CRM Features

  Welcome to the guide on creating a new individual client record in ClientManager Financial Planning CRM. Go to financial-planning.co.za 1. Introduction This guide will show you how to create a ne...

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Importing Products from AstuteFSE

Category: Financial Planning

Overview The Policies & Investments section within the Financial Planning tab allows policy and investment products to be imported directly into a client record. Products can be imported from eith...

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ClientManager CRM Pricing Review – Effective 1 July 2026

Category: News & Updates

In developing ClientManager CRM our goal has always been simple: build a powerful, reliable CRM for advisers while keeping pricing fair and sustainable. Since launching the platform, we have never inc...

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Client Profiles: Juristic Persons

Category: CRM Features

Overview The Juristic Client Profile is used to manage entities such as companies, trusts, and other legal persons in the CRM. It functions similarly to a natural person client profile but is tailored...

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Client Profiles: Natural Persons

Category: CRM Features

Overview The Client Profile page is the central record for an individual or entity in the CRM. It stores the client’s core personal details, relationship links, employment and underwriting information...

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Information Security Statement

Category: Legal

As part of our mission to empower financial planners with intelligent, secure, and locally attuned software that simplifies practice management, enhances client relationships, and safeguards sensitive...

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Managing Client Annual Reviews in ClientManager CRM

Category: Advanced Features

Conducting regular client reviews is a cornerstone of good financial planning, and our system is designed to help you efficiently manage this process. This guide will walk you through how to log revie...

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