Take a complete walkthrough of how client work flows through Managello — from the first request to the final payment.
Follow one client project, start to finish ↓
Whether it arrives through the portal, by email, or you add it by hand, every ask lands in one triage queue. Convert the real ones into projects — nothing slips through a thread.
Start blank or from a reusable project template, then keep tasks, milestones, files, internal notes, logged time and deliverables together — so the whole team works from the same source of truth.
Assign the project team, and control whether staff see every project or only the work they're assigned to.
Build reusable milestone-and-task templates, save a successful project as a template, or let AI draft a starting structure for you to review. New projects still default to blank, so one-off work stays fast.
Pin comments straight onto images and PDFs. Comments stay attached to the right version, carry forward through revisions, and end in a clean approval.
Returning clients can stay signed in on a trusted device, while approvals and other decisions of record can still require fresh identity confirmation.
Looks great now — approved on our side.
Clients sign in with a magic link — no password — to review work, find shared documents, submit requests, follow tickets, see reports and pay invoices in one branded portal. New versions, approvals and invoices arrive as notifications, so nobody chases a status.
A designated client owner can invite their own teammates, while you control who may approve work and who may see billing.
Send a branded estimate, capture acceptance and an optional e-signature, collect a fixed or percentage deposit, convert the accepted work into a project and invoice the remainder later. Clients can pay by Stripe, follow your own payment link or use manual instructions, and issued invoices can sync to QuickBooks Online.
Retainer clients don't need re-invoicing by hand. Set an invoice to recur — weekly, monthly, whatever the agreement is — and Managello auto-issues and auto-emails each one on schedule, with a manual "Generate now" whenever you want it early. It's scheduled invoicing, not off-session card charging, so the client still pays each invoice the usual way.
Dashboards, reports, activity and the Client Value Lens turn day-to-day work into the numbers you actually run on — revenue and effective-rate ranking per client, team capacity, project financial status, and which work is invoice-ready.
Ships as Docker, updates in one click, and rolls back safely if anything looks off — with an audit trail and health checks watching the whole time.
The work system should not just move tasks forward — it should help admins see risk, control sensitive settings, and keep communication manageable.
Manage privacy requests, retention windows, audit trails and security posture from one admin hub — and publish branded Privacy Policy, DPA and Retention Policy pages from editable starter templates. It helps agencies answer client data questions clearly without pretending the software alone makes them compliant.
Use AI where it saves time, not everywhere. Staff can draft replies, summarize long threads, generate estimate suggestions, draft a project template and search by meaning. Nothing is generated until someone clicks, and usage bills to the agency's own provider account.
Reduce email noise with digest summaries. Staff see overdue work, mentions and tickets needing replies; clients see approvals, deliverables, invoices and open items waiting on them.
Store each client's hosting, CMS, DNS, database and API credentials scoped to the exact project they belong to — encrypted at rest and hidden by default, even from admins. A quick, self-expiring unlock reveals them only when you need them, and every reveal is logged. Clients have zero access to it, on any plan.
If one workflow is stopping you from switching, tell us. We review early feature requests directly.
Request a featureOne install. Unlimited users. Your brand. Your server.
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