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CRM Features
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Knowledgebase CRM Features

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Creating a new individual client

  Welcome to the guide on creating a new individual client record in ClientManager Financial Planning CRM. Go to

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CRM Dashboard

Understanding Your ClientManager Dashboard The ClientManager Dashboard is your go-to landing page when you log in, giving you a quick overview of what's happening and where you need to focus your att...

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Bulk Email Management

Manage Bulk Email Need to get a message out to a large number of clients quickly and efficiently? The Bulk Email feature in ClientManager CRM is your go-to for sending general updates, targeted messag...

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Client Profiles: Natural Persons

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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Client Profiles: Juristic Persons

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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