client relationship management tool - AI tools

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

Relata is an AI-powered platform that automatically tracks, explores, and improves client relationships through dashboards and CRM enrichment, providing insights from email communications and network analysis.

• Contact for Pricing

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

• Paid
• From 49$

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$

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$

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

• Paid
• From 7$

Kaizan is an AI assistant designed for client-facing teams, empowering them to deliver exceptional client experiences and improve relationship management.

• Paid
• From 60$

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$

Retainr is a comprehensive white-label client management platform designed for agencies and freelancers, offering project management, client portals, and automated workflows with built-in AI capabilities.

• Freemium
• From 57$

SwiftCliq is an all-in-one client portal designed for freelancers and clients to streamline project management, communication, file sharing, and invoicing through a unified dashboard.

• Other

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$

Knownwell is an AI platform providing instant, unbiased insights into your client portfolio's health. It helps professional service firms minimize churn, maximize growth, and drive effectiveness.

• Contact for Pricing

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$

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$

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

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$

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

• Free Trial

Client Portal is a WordPress plugin that helps businesses create professional client portals to organize projects, share files, and improve client communication without coding.

• Paid
• From 25$

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$

Chik streamlines client collaboration, task management, and communication for freelancers and small teams through a unified dashboard.

• Pay Once

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$