SEMrush Client Manager is a management service that allows our users to effectively fulfil all their customer management tasks in one place.
- Maintain customer information, such as contact details, budgets, and statuses;
- Track Semrush projects for a specific client;
- Quickly collect data and create PDF pitches and reports.
Getting Started With Client Manager
To add the first client, go to the tool, fill in the basic data about the customer (Company, Contact person, Email), agree to the terms of use and click the green button.
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From there, you will be taken to the customer profile and prompted to enter your client’s website, contact type and status and its budget. To add more information, such as industry, country, city, and the contact person’s title and phone, click ‘Edit client’ to open the full profile.
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If you have any specific notes about a client, you can add them in the notes section at the bottom.
You can create up to 50 client cards (using the ‘Add client’ button at the top right corner of the page) for free. Increased limits are available with the Agency Growth Kit add-on.
Connecting Projects and Reports
Once you’ve entered your client’s information, you can begin to connect them with Semrush reports and projects. You are free to create new reports or projects or connect a client with any existing ones.
Click ‘Go to Reports’ and select either the Create new report or the Connect existing reports option.
If you don’t have projects or reports set up for this client’s domain, you will need to create new ones. Clicking ‘Create new report’ will take you to the My Reports tool, 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 ones you want to connect with your client.
After you’ve connected your reports, you may 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 it 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.
Building a Workflow
Apart from collecting data from Semrush projects and generating reports, you can create tasks within the Client Manager. This feature allows you to build a holistic workflow by combining data from project and non-project Semrush tools.
Go to the ‘Tasks’ tab and click ‘Create new task’. Enter your information about the task, e.g. priority, task type, status, and time estimations, and link it to a Semrush tool that can help fulfill it.
All tasks are automatically added to the task list, where they are divided by type. You can also create tasks inside this list to save time. To do so, type in its name in the selected category and click ‘Enter’.
Task status sections can be collapsed by clicking on the dropdown arrow next to each status. To delete, edit or move tasks between categories, click on the settings gear in the top right corner of the page.
Clicking on a task name will open a dedicated task page with the detailed information and the shortcuts of the connected Semrush tools.
