FNA Manager Support
FNA Manager Support
FNA Manager Support
Knowledgebase
Tutorials
Knowledgebase
Tutorials
Welcome to ClientManager CRM
Getting Started
Setting Up Your CRM
Practice Settings
Client Records
Creating Clients
Logging Interactions
Filling Forms
Task Management
Case Pipelines & Tracking
CRM Tasks
Linking Clients To Tasks
More topics »
Communication
Sending SMS
Sending Bulk Emails
Email Automations
Advanced Features
Understanding Billing and Credits in ClientManager CRM
Managing Client Annual Reviews in ClientManager CRM
Pulse Feed
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ClientManager AI
Using cmIQ: Your AI Assistant in ClientManager