New Tool: Organize Customer Workflow with Client Manager

October 14, 2020image

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Managing customers and keeping all the necessary data relevant and fresh is always a challenge. Spreadsheets get lost, reports contradict each other, client names differ across various tools, etc. Keeping in mind all the pain points of working with clients, we designed Client Manager - a tool for tracking and managing your current or potential customers.

With the Client Manager, any marketing agency and solo consultant can now finally get their ducks in a row when it comes to onboarding and managing clients. Integrations with SEMrush My Reports and Project tools along with external integrations will help automate your customer management routine.

Here’s a workflow to make the most out of the new feature:

  1. Add clients

Create customer cards containing profile data, contact info and quick notes with necessary details.

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2. Attach projects

Get your digital marketing campaigns under one roof by setting up 12 SEO, PPC, Content and Social Media project tools. Monitor how the results of your work for a client change over time.

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3. Build reports

Collect SEO, PPC, Social Media and Competitive Research metrics for a selected client. Show the results of site audits, a customer’s visibility in search, marketing campaigns and more in one report. Schedule reports for as many recipients as you wish - all the necessary data will be gathered and sent automatically on a regular basis.

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4. Filter clients

Filter customer cards based on client name, status, or budget.

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Take a closer look and let us know what you think. Send your feedback to client-manager@semrush.com.

Organize your customer workflowTry out Client Manager

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