Managing Clients Just Got Easier With ManageWP Orion

One of our main aims is to improve your workflow, making sure that daily you don’t waste time on unnecessary clicks. You can focus on what really matters. Managing clients is a big part of any WordPress maintenance business, and often the logistics behind the management take more time than the actual making/maintaining of websites.

We have already introduced little ways to help you manage clients, let client tags and client reports do the heavy lifting, while you can quickly and efficiently maneuver your clients. However, we haven’t stopped there, now you have a whole screen dedicated just to your clients.

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What is the Client Screen?

Think of your client screen as your client notebook, that’s where you go to be able to have a clear overview of all of your clients. We noticed how much you like having a websites overview screen, a place where you can search all of your websites, so we made the same for your clients.

Client Photo and Notes

Now you can see all of them in one place. Each client will have a photo – Orion will automatically search their gravatar if there isn’t one you can manually add a photo of your client. You can also add a client photo by copying the photo URL. At a glance you can recognize your clients and access their websites.

Alongside the photo, each client will have their contact details, and a notes sections. In this section you can write notes about the actions you need to perform for your clients. It’s easy to loose track of what needs doing when, this way you can write yourself little reminders. This can be anything from “send client report” to “new client, send contract”, it’s up to you entirely. You can be creative here.

clients screen

View Client Websites

Each client will have two buttons by their client box, one is for websites. Here you will be able to see how many websites that client has, and by clicking on the view websites button it will take you to that client’s websites. This makes it now even easier to access all of your client’s websites.

clients screen

Create Client Reports

Next to the “View websites” button, we thought it logical that with one click you can create a client report. All of the client’s websites are automatically grouped and incorporated into one client report. By clicking the button you will be taken to the client report page where like normal you can continue to pick and choose what you want to include in your client report.

clients screen

My Watch Says It’s Break Time …

With the new additions break time should come quicker than before, saving you hours of tedious client management a year. Now you can spend that time doing something you enjoy or perhaps landing yourself some more clients!

Nevena Tomovic Avatar

25 responses

  1. natebald Avatar
    natebald

    wouldn’t it be nice to have the option for the clients logo somewhere, then be able to use that directly on the client reports for them? It drives me nuts when I run client reports and have to keep uploading logos. Maybe I am just doing wrong, have tried templates but my template changes each month.

  2. info@vergedesign.co.uk Avatar
    info@vergedesign.co.uk

    Amazing. Well done.

    Im still waiting for the option of assigning a custom thumbnail to websites though. My websites are so hard to discern from each other. Would be amazing if i could just assign a logo to the website which would appear on the thumbnail also. Then i would just add the clients logo!

  3. david.bolthouse Avatar
    david.bolthouse

    Rather than just one note per client, I’d need multiple notes so we can assign duties to different programmers and have a history of what was requested and completed. Only then would this be of much use to me. As it is, you might as well add this info to the domain section and not have a different client section. There is far too much fluff in this Orion interface — we need things more concise so we don’t have to scroll down screens filled your upsell material to see the info we need.

  4. Andrea Gatley Avatar
    Andrea Gatley

    Are we going to get automated client reports? Pretty please?

  5. Adam Avatar
    Adam

    This looks awesome, definitely on the verge of moving over to ManageWP!

  6. neil lopez Avatar
    neil lopez

    The product is amazing, I’d spend days if not the entire week updating all our wordpress sites, now I can do it in just a single click.

  7. Pandit Avatar
    Pandit

    Dashboard is simply Awesome 🙂

  8. Miklas Kroager Avatar
    Miklas Kroager

    I came across this blog post by accident, but WOW! This system is all we’ve ever wished for – thank you! Gonna send this over to my wp guy right away.

  9. satori83 Avatar
    satori83

    Having a custom button would be nice too, granted it would take you to a 3rd party but lets say I keep all my client notes and info in Evernotes, or Google Keep/Docs, Basecamp, etc. The button could allow the user to put a quick link to wherever they may need to jump and see something. I thought of it after using this custom Chrome page and its become like my morning launchpad: http://satori-design.d.pr/1fxVs

  10. Ian Avatar
    Ian

    This is looking really great! However, I’d really like to be able to upload a photo of the client (or logo for that matter) instead of only allowing or link inputs. I thought that’s what it was going to be, but I’ve never found an upload button, just the link textbox. Will we get the option for uploading a photo?

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