ClientManager

The software behind everything we build.

ClientManager

CRM, Project Management and Billing built for every kind of business

Leads, estimates, proposals, invoicing, scheduling, and everything in between. One platform, tailored to the way each industry actually works - construction and remodeling, property and real estate, field services, sports and recreation - not a generic CRM adapted after the fact. Currently in early access.

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Built For Your Industry

One platform, with the parts each industry actually needs switched on - not a generic system you bend into shape. A remodeler and a property manager see different screens because they do different work.

Construction & RemodelingNow ImproveBuild RBS
Estimates by phase and category, proposals, change orders, permits, subcontractors and job costing — the edition the platform grew up in. It now has its own name and its own front door at ImproveBuild RBS. Nothing has moved or been removed: existing ClientManager sites keep every one of these screens exactly as they are.
Property & Real EstateNew
Rentals and sales in one place: applications and screening, leases and rent roll, move-in and move-out inspections, listings, offers and commission.
Sports & RecreationNew
Programs, divisions and teams, online registration with payment plans and discount codes, rosters, coach compliance and season reporting.
Field & Recurring ServicesNew
Service agreements that bill themselves, scheduled visits with advance notices, and a customer link to confirm or reschedule without calling the office.

Sales & Marketing

Turning a first conversation into a signed project - and tagging where every lead came from, so you know which channels are actually working, not just how many showed up.

Leads
Track every inbound inquiry from first contact through qualification. Each Lead carries its own follow-up tasks and notes, and converts directly into an Opportunity when it's ready.
Campaigns
Plan and log marketing pushes - track spend and response so cost-per-lead is a real number, not a guess.
Opportunities
A working deal board for prospects who are past "interested" and into "let's talk numbers" - deal value, stage, and expected close date.

Customer Relationship

One record per person and business - the foundation everything else in the app connects back to, from a first phone call all the way through to the final invoice.

Companies
Full company profiles - contacts, addresses, insurance, credentials, and every project tied to them, in one place.
People
Individual contact records with relationships, skills, and history - clients, subcontractors, and vendor reps alike.
People DashboardNew
See your entire contact base broken down by location and demographics at a glance, in charts, not a spreadsheet pivot. Click any slice to see the exact People behind it.

Project Management

Everything a project needs from first estimate to final invoice, tied together in one record instead of scattered across separate spreadsheets and folders.

Projects
The hub for a project - schedule, budget, team, documents, and communication all in one record, across 16 different areas of the job.
Estimating
Phase-by-phase cost breakdowns (material, labor, sub, equipment) with independent markups per category, pulled straight from your own priced Catalog.
Proposals & eSignatures
Turn an estimate into a branded proposal PDF or Word document, then send it out for a real, legally binding signature - built in, not a separate DocuSign subscription.
Invoicing
Bill against a project with automatic tax and total calculation - totals recalculate live as line items change.
Warranty TrackingNew
Log post-completion warranty requests and keep them open until resolved. Clients can now submit these themselves from the Client Portal.
Projects DashboardNew
Every live project on one screen - status, budget against actual, what is overdue and what needs a decision today, rather than opening sixteen tabs to find out.
Gantt ChartsNew
Tasks with dependencies on a real timeline, built straight from an accepted estimate so the schedule matches what was sold - drag a date and everything downstream follows.
Attachments, Notes & Schedule
Photos, files, internal notes, and a project timeline, all attached to the project they belong to - a full paper trail without a single physical folder.

Communications

Every conversation kept where the work is - project correspondence and internal staff chat alike - instead of scattered across personal email and text threads.

Project Communications
Log every call, email, and note on the project it belongs to, threaded and dated. Mark any entry client-visible or vendor-visible and it shows up exactly there - nowhere else.
Team Messages
Direct messaging between staff, built into ClientManager - no separate chat app to check for who said what.

Client & Vendor Portals

Separate, secure logins where the people outside your business - clients and subcontractors alike - see their own work and nothing else. Each runs on its own authentication, entirely apart from staff logins, so an outsider can never land on a staff screen.

Project DashboardNew
A client signs in and sees exactly the projects they've been given access to - branded with your own logo, not a bolted-on third-party tool.
Invoices, Payments & DocumentsNew
Real invoice PDFs, payment history, and signed agreements - visible only when staff explicitly flip that switch on the record.
Two-Way CommunicationsNew
A client's reply lands back in ClientManager as a real message on the project thread - not lost in a personal inbox.
Vendor PortalNew
Subcontractors and suppliers sign in to see their own purchase orders, submit invoices and get paid - without an email thread per job.

Reports & Analysis

Rebuilt directly from the real reports and utilities an owner relied on for years in a prior desktop system - not a generic reporting module, the specific tools that were actually used daily.

Cross-Tab AnalysisNew
Pivot Projects by any two lookups, totaled on invoice total, balance remaining, or payments received - rendered as a table plus charts in the same pass.
Canned ReportsNew
Accounts Receivable Details, Jobs with Open Invoices, Payments by Date, Company Contact List, and more - ready without a custom query each time.
Query BuilderNew
Ad-hoc, read-only browsing across the core business tables - build a filter visually and see results, with print and Excel export built in.

Time, Labor & Employees

Hours recorded against the job they belong to, so labour cost is a fact rather than an estimate - and payroll gets the right numbers without anyone retyping them.

Timesheets
Staff record time against a project and cost category, with approval before it counts. Hours flow straight into job costing and out to QuickBooks.
Employees & Leave
Employee records, roles and rates, leave requests and balances - the people side of the business in the same system as the work.
Health & SafetyNew
Incident register with OSHA 300 and 300A logs, injury classification and photo evidence - for businesses that have to answer for it.

Purchasing & Vendors

The other half of a job's money: what you buy, from whom, at what price - and whether it arrived before the bill did.

Bid Requests
Send the same scope to several subcontractors, compare what comes back, and turn the winner into a purchase order without retyping it.
Purchase Orders & Receiving
Order, receive against the order, and match the bill to what actually turned up.

Integrations & Reach

The systems your business already runs on, and the languages your people already speak.

QuickBooks Online
Two-way sync of customers, vendors, items, invoices, bills and time - so the books stay right without double entry.
Text Messaging & CallsNew
Send SMS from the record it belongs to, and click a number to have the system ring you and then the customer. Use your own carrier account or ours.
SpanishNew
The application in Spanish, not a machine translation bolted on - so crews and office staff can each work in the language they prefer.
Email CampaignsNew
Build a mailout with your own images and branding, choose who receives it, and send - with unsubscribe handled properly.

Admin & Security

Built from the ground up to run many independent businesses on one platform, each fully isolated - with role-based access that defaults to showing nothing until an administrator explicitly grants it.

Role-Based Access Control
Restrict which screens and even which tabs each employee can see, based on the Role they belong to. Default is deny - nothing is exposed by omission.
Custom Fields
Add your own fields to Companies, People, Projects, and Leads - no two businesses track quite the same things, no developer required.
Data Import
Bring Companies, People, Leads, and Projects in from a spreadsheet - built specifically with migrating existing systems in mind.

Ready when you are

Tell us what you need and we will come back to you within one working day.

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