Multi-Client Task Management
Manage Multiple Clients & Tasks Effortlessly
Streamline your organization's workflow with role-based access, task templates, and recurring task automation for all your clients.
Everything You Need to Manage Multiple Clients
Organize your team with role-based access, manage multiple clients efficiently, and automate recurring tasks with customizable templates. Built for organizations that need to scale their client management.
Customers
New users by First user primary channel group (Default Channel Group)
| # | Date | Status | Customer | Revenue |
|---|---|---|---|---|
| 1 | 10/31/2023 | Paid | $43.99 | |
| 2 | 10/21/2023 | Ref | $19.99 | |
| 3 | 10/15/2023 | Paid | $99.99 | |
| 4 | 10/12/2023 | Cancelled | $19.99 |
Organization & Team Management
Create organizations, invite team members, and assign roles (viewer, editor, manager) to control access and permissions across all your clients.
Task Templates & Automation
Create reusable task templates and apply them to clients instantly. Set up recurring tasks that generate automatically, saving time on repetitive work.
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Magic UI
OmniDock has transformed how we manage our clients. The task templates save us hours every week, and the role-based access keeps everything organized.
Pricing that Scales with Your Organization
Choose the plan that fits your team size and client management needs. All plans include unlimited clients, task templates, and role-based access control.
Trusted by Growing Organizations
See how teams are scaling their client management with OmniDock.
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Marcus Rodriguez
Agency OwnerOmniDock has revolutionized how we manage our 50+ clients. The task templates save us 10+ hours per week, and the role-based access keeps our team organized.
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Jennifer Kim
Project ManagerFinally, a tool that scales with our growing business. Managing multiple clients used to be chaotic - now it's streamlined and efficient.
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David Thompson
Operations DirectorThe recurring task automation is a game-changer. We set it up once and it handles all our monthly client check-ins automatically.
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Lisa Wang
Team LeadOur team productivity increased by 40% since switching to OmniDock. The intuitive interface makes onboarding new team members effortless.
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Michael Brown
Business OwnerI love how OmniDock keeps everything organized. Each client has their own space, and I can see the big picture across all projects at once.
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Amanda Foster
Client Success ManagerThe task templates are incredibly powerful. We can now onboard new clients in minutes instead of hours, and nothing falls through the cracks.
Ready to Scale Your Client Management?
Join organizations that are already streamlining their workflows and managing multiple clients efficiently.
Frequently
Asked
Questions
Everything you need to know about managing multiple clients with OmniDock.
How many clients can I manage with OmniDock?
OmniDock is designed to scale with your organization. You can manage unlimited clients within each organization, with no artificial limits on the number of tasks or team members.
- Each organization can have unlimited clients and team members
- Create unlimited task templates and recurring tasks
- Role-based access control for secure team collaboration
How do task templates work?
Task templates allow you to create reusable sets of tasks that can be applied to any client. This is perfect for standardizing your workflows and ensuring consistency across all your client projects.
What are the different user roles?
OmniDock offers three role levels to control access and permissions within your organization.
- Viewer: Can view tasks and clients but cannot make changes
- Editor: Can create, edit, and complete tasks for assigned clients
- Manager: Full access including organization settings, member management, and all clients
How do recurring tasks work?
Recurring tasks automatically generate based on your specified schedule (daily, weekly, monthly, etc.). This ensures consistent follow-ups and routine tasks are never forgotten across all your clients.