Top AI tools for # client management

NinjaPipe is an AI-powered CRM and sales automation platform designed to streamline business operations. It helps businesses manage leads, automate workflows, and track sales performance.

• Paid
• From 49$

DoubleTime is a comprehensive productivity platform offering seamless time tracking, intuitive task management, note integration, invoicing, and analytics to help users optimise work processes and boost earning potential.

• Freemium
• From 5$

RazorSync is a comprehensive field service management software that simplifies scheduling, dispatching, and invoicing, helping service businesses improve team productivity and reduce operational costs.

• Free Trial
• From 90$

Senegal Software streamlines staffing operations using AI-powered tools for recruiting, onboarding, payroll, and client management, helping agencies save time and reduce costs.

• Contact for Pricing

Breely offers a customizable scheduling platform designed to automate appointment booking, client management, and business operations for service-based businesses.

• Freemium
• From 7$

Calday is an online scheduling platform that simplifies appointment booking, calendar management, and automated client reminders for professionals across various industries.

• Freemium
• From 12$

Schedo is an all-in-one AI-powered booking solution that helps businesses, tutors, and trainers streamline appointments, accept payments, and personalize client experiences with branded booking pages.

• Free Trial
• From 12$

Sketchnote is an all-in-one marketing management platform designed for agencies, combining social media management, ad performance analytics, and team productivity tools to streamline operations from strategy to execution.

• Free Trial
• From 5$

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$

Lofty is an AI-powered platform designed for real estate professionals, offering tools for lead generation, marketing automation, CRM, and transaction management to boost productivity and close more deals.

• Contact for Pricing

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

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$

Sheetsway is an AI-powered platform designed for financial audits, offering automation through AI, OCR, and custom risk-based audits to streamline the audit process for professionals.

• Free Trial
• From 130$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Suvit is an AI-powered accounting automation tool designed for Tax Professionals and CAs to streamline tasks like data entry, document management, and GST reconciliation, improving accuracy and efficiency.

• Free Trial
• From 12$

Vedeeo is a video platform enabling businesses to connect with customers through seamless 1:1 video calls, offering a 'phygital' shopping experience with AI-powered insights.

• Freemium
• From 47$

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$

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

• Paid
• From 49$

Inita is an AI-powered platform designed for small businesses to easily create websites, automate bookings, manage payments, and streamline client communications.

• Free Trial
• From 12$

imeetify offers smart scheduling solutions to simplify appointment booking for professionals and businesses, enhancing client experience and operational efficiency.

• Freemium
• From 6$

AI Invoicer is an AI-powered platform designed to automate invoice creation, management, and tracking, helping businesses streamline financial workflows and accelerate payments.

• Freemium
• From 9$

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$

Launch27 is a comprehensive maid service software designed to automate scheduling, payments, and client communications for cleaning businesses, helping them scale efficiently.

• Paid
• From 75$

Bidsketch streamlines sales proposal creation with customizable templates, automated analytics, and e-signature functionality, helping teams close deals faster and more effectively.

• Free Trial

Keepon streamlines client scheduling, payment management, and business organization for solo entrepreneurs, enabling efficient operations from mobile devices.

• Free Trial
• From 10$

TimeTap streamlines business scheduling with advanced automation, custom booking options, and calendar integrations, designed for organizations with complex appointment needs. Its secure and configurable features cater to medical practices, schools, enterprises, and more.

• Free Trial
• From 23$

Schedulista is a comprehensive online appointment scheduling platform allowing businesses to manage bookings, send automated reminders, and accept payments seamlessly, all through a branded scheduling page or your website.

• Paid
• From 19$

Bookura streamlines appointment scheduling, payments, client management, and business operations in a single, user-friendly dashboard for service-based businesses.

• Freemium
• From 9$

Duet provides an easy-to-use, all-in-one dispatching and management solution for NEMT (Non-Emergency Medical Transportation) providers, featuring dispatch, scheduling, client management, billing, and more. Streamline operations and scale your transportation business efficiently.

• Freemium
• From 19$

Bluedatal offers an integrated HR, CRM, and Project Management platform designed to optimize team collaboration, streamline business workflows, and boost productivity for small to medium-sized businesses.

• Paid
• From 50$

VoiceAIWrapper is a comprehensive voice AI platform that enables agencies to connect multiple providers like VAPI, Retell, ElevenLabs, and Deepgram under one white-labeled dashboard, allowing rapid deployment of voice AI services.

• Freemium
• From 29$

FuseBase offers AI-powered workspaces designed to enhance team productivity, streamline client collaboration, and automate business workflows. Empowering businesses with customizable client portals, AI agents, and project management tools, FuseBase consolidates essential functions for internal and external success.

• Freemium

Vitally is a Customer Success Platform (CSP) designed to help B2B teams manage and scale customer relationships by unifying data, automating workflows, and enhancing collaboration.

• Contact for Pricing

Tydwork offers automated time tracking solutions with detailed reports and client management features, designed to enhance productivity for teams and professionals. This user-friendly platform supports multiple users, secure data handling, and flexible exporting options.

• Free Trial
• From 5$

SSL Monitor provides automatic SSL certificate monitoring for unlimited domains with timely email alerts, customizable notifications, and public status pages to keep websites secure and prevent costly expirations.

• Freemium
• From 2$

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$

Prosolutions offers comprehensive salon and spa management software with scheduling, inventory, POS, marketing, and business reporting, including a personalized mobile app for seamless business operations.

• Paid
• From 69$

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$

Handyman provides a complete Flutter-based solution for creating personalized on-demand home services platforms, featuring dynamic AI-powered booking descriptions and robust business management tools.

• Pay Once

Maroo streamlines invoicing, payments, contract management, and financial workflows for small to medium-sized businesses and freelancers, helping them save on processing fees and increase efficiency.

• Freemium
• From 50$

TattooSchedule streamlines appointment booking, calendar management, and automated reminders for tattoo artists, helping reduce no-shows and save valuable time.

• Paid
• From 10$

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

Duda is an AI-powered website builder platform designed for agencies and SaaS companies to create and manage websites at scale, offering white-label solutions, team collaboration tools, and automated workflows.

• Freemium
• From 19$

Dollie is a comprehensive WordPress management platform that helps agencies and freelancers manage client sites, offer white-label hosting, and streamline operations with AI assistance.

• Freemium
• From 150$

System2 is a comprehensive AI-powered platform designed for personal trainers and influencers to launch and manage their online coaching businesses with automated tools and dedicated support teams.

• Contact for Pricing

ABC Trainerize is a comprehensive digital coaching platform that helps personal trainers and fitness businesses deliver online, in-person, and hybrid training experiences through customizable branded apps with integrated fitness, nutrition, and habit-coaching features.

• Freemium
• From 10$

B12 is an AI-powered website builder that automatically creates professional websites with integrated business tools including invoicing, scheduling, documents, eSignatures, and email marketing.

• Freemium
• From 49$

Spur.fit is an AI-powered coaching platform that helps fitness professionals manage clients, create personalized workout and nutrition plans, and scale their business through custom-branded apps and wearable integration.

• Freemium
• From 59$

A comprehensive invoicing platform that offers unlimited invoicing, estimates, and client management with AI-powered expense tracking and receipt capture capabilities.

• Freemium
• From 10$

Gluecharm is an AI-powered platform that helps software agencies convert client conversations into comprehensive technical specifications and requirements documentation. It streamlines the project scoping process and improves proposal win rates.

• Freemium
• From 40$