CRM and billing tools for agencies - AI tools

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

• Paid
• From 7$

NextAgency is an AI-powered insurance agency management platform designed specifically for life, health, and senior insurance agencies, offering CRM, marketing automation, and commission tracking tools in one affordable package.

• Freemium
• From 85$

DAXRM is a comprehensive CRM and campaign management solution tailored for digital marketing agencies, offering powerful project management, real-time analytics, and customizable reporting tools.

• Freemium
• From 20$

ClosingDealz is an AI-powered CRM platform designed specifically for agencies to streamline lead management, automate outreach, and close more deals efficiently. It offers tools for lead tracking, analytics, team collaboration, and integration with existing workflows.

• Freemium
• From 47$

Teamleader delivers a comprehensive business management platform supporting CRM, invoicing, project management, and more—empowering SMEs and agencies to optimize operations efficiently.

• Paid
• From 37$

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$

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$

Function Point streamlines agency operations with integrated tools for project management, CRM, financials, collaboration, and business intelligence, helping creative agencies optimize workflow and profitability.

• Paid
• From 55$

Pegasus Systems provides comprehensive ERP and agency management software that streamlines operations through job management, financial tracking, time management, and workflow automation for creative agencies.

• Contact for Pricing

Apex27 is a cloud-based estate agent and letting agent CRM platform that streamlines sales, lettings, and property management with integrated AI-powered reporting, automation, and marketing tools.

• Free Trial
• From 42$

Harpoon is forward-looking time-tracking and invoicing software that helps agencies, studios, and freelancers plan and forecast a profitable future through financial goal tracking, real-time revenue forecasting, and automated billing.

• Freemium
• From 9$

Prosperflow is an AI-powered platform designed for marketers and agencies, offering comprehensive solutions including CRM, project management, marketing automation, and client portals to enhance rankings, increase web traffic, generate quality leads, and boost sales.

• Paid
• From 20$

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

CalendarCrush automates invoicing by transforming calendar events into accurate project bills, streamlining billing for freelancers, consultants, and teams.

• Freemium
• From 30$

The Customer Factor is a CRM platform designed to streamline customer management, scheduling, invoicing, and business automation for service-based businesses. Its extensive set of features supports growth and organization, helping users manage contacts, tasks, and payments with ease.

• Paid
• From 45$

Invoice Desk is an AI-powered platform that enables solo professionals and small teams to manage tasks, projects, and invoicing effortlessly through a conversational interface.

• Freemium

CRMtravel™ is a specialized travel CRM software designed for tour operators and travel agencies, offering automation for leads, follow-ups, quotations, invoicing, and customer relationship management to boost business growth.

• Other

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$

ReBilling streamlines invoicing and recurring billing, empowering freelancers and companies to automate payment processes, manage clients, and receive payments faster through a user-friendly cloud platform.

• Freemium
• From 2$

SmartMetrics provides AI-powered productivity tools and white-label services to help agencies save time, grow revenue, and deliver a fully branded client experience through an integrated platform.

• Freemium

Cadebill is a comprehensive telecom billing and business support system (BSS/OSS) platform that provides convergent charging solutions for voice, data, and content across fixed, mobile, cable, and IP networks.

• Contact for Pricing

RealtyJuggler is a comprehensive real estate CRM software designed to help agents organize leads, manage transactions, and automate communications, featuring a 90-day free trial and affordable annual pricing.

• Free Trial
• From 15$

ConvergeHub is an all-in-one CRM platform that helps small businesses manage sales, marketing, service, and billing in a unified system with automation and AI capabilities.

• Freemium
• From 29$

Rex Software is an advanced real estate agency platform leveraging AI to automate CRM, streamline marketing, and enhance productivity for property professionals.

• Contact for Pricing

SharpSpring is a comprehensive platform that combines marketing automation, sales automation, and CRM into a single solution for agencies and businesses seeking to streamline workflows and grow revenue.

• Paid
• From 449$

Brisk Cloudware offers a suite of AI-powered business management tools including invoicing, scheduling, appointment booking, visitor check-in, restaurant management, helpdesk support, accounting, and audio editing to streamline operations and improve productivity.

• Other

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$

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$

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$

TRIS by Recruitment Systems is a cloud-based recruitment software suite designed to enhance productivity, streamline candidate management, and simplify recruitment processes for agencies of all sizes.

• Paid
• From 106$