Yo Work Fun Home Nation

Happy Sunday!

Soft reminder lang of the Appsumo deals ending tomorrow guys. If there's something that you should be using for yourself as a Freelancer, it's a Client Management Tool.

Essentially, you need to do lead management, closing, invoicing, customer relationship management, and fulfillment.

For project management, Clickup, Trello, Asana, Monday, Zoho, and Notion are great.

Freshworks, Pipedrive, Salesforce, and Hubspot naman for your CRM.

To be honest, there are many tools that can help you run the admin and organizational part of your freelancing business. (Outside of GSheets, Gmail, and Calendar - which are considered labor intensive.)

Wala pa don yung actual fulfillment. For example, as a video editor, I have an Adobe Creative Cloud subscription, as well as several AI tools that do translations and subtitles pa.

Now imagine if you had all the admin and client management tools in an all-in-one dashboard.

That means less gulo sa buhay mo. You just have to check one place. And don din lang titingin ang client mo. Wala na kayong nakakabaliw na email threads.

And you can get that with Client Manager.

I'm not their marketer guys ha hehe. I'm really just sharing this because of the lifetime deal.

This app still isn't perfect. May mga things pa dito I don't like. I watched their latest demo video (so you don't have to) and here's the lowdown on the features:

📊 Dashboard with a clean interface and no fluff

📅 Daily reminders and upcoming events or tasks

🌟 Testimonials and important information in-app with email notifications

🎯 Goals setting for individuals or teams (this is where you can put your income goals)

🚀 Quick actions for creating or adding clients, leads, invoices, etc.

🤝 Client management with client details, team member assignments, hourly rates, and sensitive information access control

📂 Projects dashboard for managing different projects for clients

📎 Assets section for storing relevant documents, media designs, invoices, contracts, reports, and proposals

📝 Client intake form for gathering information from clients

📄 Proposal creation and management with options for default templates, reusable templates, and building from scratch

📑 Contracts creation and signature collection

📋 Task and project management with drag-and-drop interface and collaboration features

⏲️ Time tracking across all clients and projects

⏱️ Time tracking for tasks (we still need to track how much time we spend on certain tasks even if we don't charge hourly rates)

🎯 Lead management with customizable funnel stages and conversion to clients

💵 Invoice creation with options for building from scratch, using templates, adding services, and specifying payment methods

📜 Usable templates for reusing invoice formats for different clients

I'll be honest.

Individually, none of the features stand out or are groundbreaking, but seeing them all together in one app THAT DOESN'T have a monthly subscription.. definitely is.

Is this app unique? NOPE.

Plutio, Dubsado, and Clickup can do this, but nasa paid subscription lang yung ibang features above -- tapos they don't signature collection (you need an integration pa)

Plutio and Dubsado were previously on Appsumo, but now that they're big companies na, wala na sila lifetime deal. They need to survive as a business after all.

I'm hoping si Client Manager can grow to this size din.

Just wanted to let you know before this deal goes away on Monday, November 28 at 12 noon. (technically sa gabi pa but ayaw ko na mag-convert sa daylight savings time lol)

Here's the link to Client Manager uli.

Cheers,

Shoden

Ps. If wala ka pa tech stack, check out my Black Friday App Guide, and on top of that, my giveaway for the 2023 Black Friday Deals is still live. Please keep sharing it guys!

Go to the same link again to get more points. Cheers!

You can click the photo or this link.

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