Marketing agency client management platform - AI tools

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$

AgencyAnalytics empowers marketing agencies with automated client reporting, customizable dashboards, and actionable AI-driven insights, streamlining agency operations and enhancing client satisfaction.

• Free Trial
• From 59$

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$

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

• Paid
• From 7$

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$

AgentMethods empowers health and life insurance agents with automated marketing, modern insurance websites, and client engagement tools to boost sales, retention, and referrals.

• Contact for Pricing

Leadsie is an AI-powered onboarding platform designed to help marketing agencies and enterprises securely and easily obtain client account access across multiple advertising and marketing platforms. With a unified access request link and automation features, Leadsie simplifies asset sharing, accelerates onboarding, and enhances agency-client collaboration.

• Paid
• From 49$

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$

LaunchPal is an AI-powered marketing platform that helps businesses and agencies streamline their digital marketing workflow through automated content creation, scheduling, and client management.

• Freemium
• 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$

Hubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.

• Freemium
• From 72$

ClientsNest is a client-closing system using smart funnels to help digital marketers and agencies sell services online. It simplifies the sales process with a price estimator and engaging funnel technology.

• 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$

Markopolo.ai is an AI-powered marketing platform that combines data tracking, analytics, and automation to help businesses optimize their advertising campaigns and maximize ROI across multiple platforms.

• Freemium