client management CRM platform - AI tools

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

AllClients is a comprehensive CRM platform designed to help small businesses efficiently manage contacts, nurture leads, and automate follow-ups for sustained business growth.

• Paid
• From 9$

Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.

• Paid
• From 49$

RydrexCRM is a comprehensive software platform that streamlines client management, HR processes, project tracking, and financial operations for businesses of all sizes.

• Paid
• From 9$

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.

• Paid
• From 49$

ClientView is an agency management platform that provides real-time client result tracking, custom dashboards, and instant alerts for rising lead costs and integration issues.

• Paid
• From 67$

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial

SureClient offers a streamlined CRM solution designed for small teams and businesses, featuring client management, invoicing, lead tracking, and automation in one unified platform.

• Paid
• From 10$

HoneyBook is a comprehensive client management and business automation platform that helps independent businesses streamline their client workflows, from proposals and contracts to invoicing and payments.

• Freemium
• From 16$

Dataforma is a cloud-based field service management platform designed specifically for commercial contractors, offering robust solutions for project management, client communication, scheduling, and business operations.

• Contact for Pricing

CliniGro is user-friendly CRM software designed for clinics, simplifying management, automating marketing, and boosting business growth.

• Free Trial

Fyrestone CRM is an intelligent business management platform designed to help busy business owners organize contacts, automate workflows, manage bookings, invoices, and drive growth with ease.

• Paid
• From 9$

FinKoper is an AI-powered CRM platform designed for accounting firms, offering task management, client communication, tax calendar automation, and integrations with messengers like WhatsApp and Telegram to streamline operations.

• Freemium
• From 5$

Assembly is a comprehensive client portal platform that helps service businesses streamline operations, automate workflows, and deliver branded client experiences through integrated tools for CRM, billing, contracts, and communication.

• Freemium
• From 39$

Retainia streamlines agency operations with integrated task management, invoicing, and a custom-branded client portal for enhanced productivity and client satisfaction.

• Paid
• From 7$

ClientPort is a modern client portal solution designed for freelancers to streamline project file sharing, communication, and branding with no-login secure access for clients.

• Pay Once

IXACT Contact is a comprehensive real estate CRM software designed to help agents manage contacts, automate communications, and generate leads through integrated email marketing, websites, and social media tools.

• Freemium
• From 35$

SpinOffice CRM streamlines customer relationship management for SMEs by unifying contacts, communications, documents, and tasks into a single, secure platform. Boost team productivity, enhance customer interactions, and efficiently manage your business processes with cross-platform access and strong integrations.

• Paid
• From 35$

WORKetc is a comprehensive cloud business management platform combining CRM, project management, billing, and help desk features into a single solution. Designed to centralize operations, it streamlines collaboration, reporting, and customer engagement for growing businesses.

• Paid
• From 78$

1CRM is a comprehensive, cloud-based CRM solution offering integrated sales, marketing, project management, and e-commerce tools for businesses of all sizes.

• Free Trial

ClientSuccess is an AI-powered customer success platform that helps businesses reduce churn and increase customer revenue through actionable insights, automation, and comprehensive customer journey management.

• Contact for Pricing

GnomGuru is a CRM and scheduling app that helps service providers automate appointments, manage clients, and send SMS reminders to boost customer retention and business efficiency.

• Freemium
• From 12$

Bolten offers a customizable white-label CRM platform for partners to provide personalized solutions to their clients, featuring AI-powered data entry, WhatsApp integration, and a generous revenue-sharing model.

• Free Trial
• From 20$

Kommo is a messenger-based sales CRM designed to help businesses manage client conversations across multiple channels, automate workflows, and drive sales using AI features.

• Free Trial
• From 15$

Propjini CRM empowers real estate professionals to manage leads, automate follow-ups, and streamline property business operations through powerful automation and team management features.

• Free Trial
• From 3$

Erecpr is a comprehensive cloud-based business management solution that combines HR, CRM, and project management features to help businesses streamline operations, track performance, and improve productivity.

• Freemium
• From 5$

MindaClient offers innovative software solutions tailored for scholarship, grant, charity, and business management, simplifying operations across various sectors with custom CRM and support services.

• Contact for Pricing

Projekly is a comprehensive business management platform that combines HR, CRM, and project management tools to streamline operations and enhance team collaboration for small to medium-sized businesses.

• Freemium
• From 38$

NexJ provides a comprehensive CRM and integrated desktop solution designed specifically for financial advisors, helping them manage client lifecycles, automate workflows, and improve efficiency.

• Contact for Pricing

SWELLEnterprise is a comprehensive cloud-based business management platform that combines CRM, project management, invoicing, marketing, and collaboration tools into one integrated system, eliminating the need for multiple applications.

• Freemium
• From 13$