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Getting Started with Manage It

Welcome to the Manage It documentation! This guide will help you get up and running with our all-in-one white-label CRM platform designed specifically for agencies.

What is Manage It?​

Manage It is a comprehensive white-label CRM platform that provides agencies with professional invoicing, e-signature contracts, and client management tools. Built specifically for agencies to resell, it helps you:

  • Increase client retention with professional tools
  • Create new recurring revenue streams through white-label reselling
  • Differentiate your agency with a complete product offering
  • Reduce manual tasks with built-in automation and tracking

Key Features​

Core Functionality​

  • Professional Invoicing - Create, send, and track invoices with your branding
  • E-Signature Contracts - Digital contract management and signing
  • Client Management - Comprehensive customer relationship management
  • Document Builder - Create professional documents and proposals
  • Meeting Scheduler - Integrated calendar and appointment booking

White-Label Capabilities​

  • Custom Branding - Add your domain and logo throughout the platform
  • Customer Portal - Enable clients to log in and access their documents
  • Staff Accounts - Create and manage team member accounts with custom roles
  • Agency Mode - Manage multiple subaccounts from your main portal

Advanced Features​

  • Robust API - Integrate and automate tasks with our powerful API
  • Custom Fields - Add and configure custom data fields for your business needs
  • Templates Library - Save and quickly edit invoice, contract, and proposal templates
  • Activity Logs - Track and review all user actions and system events
  • Global Search - Search across customers, invoices, contracts, and more

Quick Start​

1. Sign Up for Your Free Trial​

Visit getmanageit.io and start your free trial. No credit card required for the initial setup.

2. Set Up Your Agency Account​

Once logged in, you'll be guided through:

  • Account Configuration - Set up your basic agency information
  • Branding Setup - Upload your logo and configure your brand colors
  • Domain Configuration - Set up your white-label domain (optional)

3. Create Your First Subaccount​

  • Navigate to the Agency Mode section
  • Click Create New Subaccount
  • Configure the features available to this client
  • Set up billing and pricing for this subaccount

4. Customize Your Client Portal​

  • Upload Client Logo - Add your client's branding
  • Configure Features - Enable/disable features based on your client's needs
  • Set Up Custom Fields - Add any specific data fields your client requires

5. Start Using the Platform​

  • Create Invoices - Send professional invoices to your clients
  • Set Up Contracts - Create and manage e-signature contracts
  • Schedule Meetings - Use the integrated calendar system
  • Manage Clients - Track all client interactions and data

Next Steps​

Now that you're set up, explore these key areas:

For Agency Owners​

For Developers​

For Your Clients​

  • Client Portal Access - Direct your clients to their branded portal
  • Feature Training - Use our built-in help system
  • Support Resources - Access our comprehensive support documentation

Pricing Plans​

Choose the plan that fits your agency's needs:

Starter Plan - $39/month​

  • 3 sub accounts
  • Whitelabel dashboard
  • Client portal
  • SaaS Integration

Agency Plan - $99/month​

  • 50 sub accounts
  • Whitelabel dashboard
  • Client portal
  • SaaS Integration

Enterprise Plan - $199/month​

  • Unlimited sub accounts
  • Whitelabel dashboard
  • Client portal
  • SaaS Integration

Support & Resources​

  • Documentation - This comprehensive guide covers all features
  • Video Tutorials - Step-by-step video guides for key features
  • API Reference - Complete technical documentation for developers
  • Support Team - Direct access to our support team
  • Community - Connect with other agency owners using Manage It

Ready to Get Started?​

Start Your Free Trial today and begin transforming your agency with professional client management tools.

Need help getting started? Contact our support team or check out our troubleshooting guide for common questions.

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