Client management automation that runs the routine for you
From the first onboarding link to the monthly report, Commandus automates the repetitive steps of managing clients and projects. It is one part of the complete Commandus agency management platform.
Self-service client onboarding
Send a unique onboarding link in English, Portuguese or Spanish. The client picks a package, signs the contract and creates a password — the client folder is created automatically.
Task reminders and calendars
Assign a task to a teammate and they receive an email at the start of the workday, in your company's time zone.
Recurring finance entries
Payroll, receivables and expenses are recorded on schedule, so your cash view is always current.
What is included
- Onboarding links
- Automatic contracts
- Email task reminders
- Recurring calendar events
- Payroll scheduling
Related features
- Business software integrations in one command center
- AI team briefing and financial intelligence
- A private client portal with live reporting
All features are part of the $1,499 annual Commandus plan.
Last updated: