SEMrush Client Manager is a management service that allows our users to effectively interact with their current and potential customers. With it you can easily streamline your customer management workflows all in one place.
To start your Client Manager, click on the green button to enter your client. From here you will be prompted to enter your clients profile. Here is where you will enter the clients company, website, contact type, budget, industry, country and city.
In addition, you can also add contact info for a client which includes contact person, email, job title and phone number.
If you have any specific notes about a client, you can add them in the notes section at the bottom.
Once you’ve entered your clients information, you can now begin to connect them with reports and projects. Since our Client Manager connects with our very own My Reports and Projects, you can create new reports or projects or connect a client with any existing ones.
Click on the my reports tab and select either the create new report or the connect existing reports.
If you don’t have a project or reports set up for this clients domain, you will need to create a new report. Clicking on it will prompt you to My Reports where you can create a report for a client based on the metrics you wish to track.
If you already have a custom report for the domain, you’ll be shown a list of all your reports. From here you will be able to select which one’s you want to connect with your client.
After you’ve connected your reports, now you’ll want to connect a project. Just like with your reports, you can either create a new project for a client or connect to an existing one if you have one already set up.
Once you set up a project, you will be able to see all of the tools within that project in your client manager dashboard. If you want to view that specific tool, all you’ll need to do is click on it.
If you want to add more clients to your Client Manager just go back to your client manager dashboard and click on the add client button in the top right. Users at any subscription level are able to add up to 50 different clients.