Top client management AI tools

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$

AppointEze is a cloud-based appointment management software designed to help businesses manage appointments online, engage customers, and attract new clients.

• Free

Vereaze is an AI-powered project management platform designed to streamline workflows, enhance collaboration, and automate project completion. It offers features for project management, client management, invoicing, and document management.

• Freemium
• From 10$

Daftar is an AI-powered productivity tool designed to streamline operations for small agencies, freelancers, and consultancies. It automates tasks like time tracking, invoicing, and reporting to enhance efficiency.

• Freemium
• From 15$

oto is a comprehensive platform designed to automate and streamline freelance business operations, offering tools for invoicing, proposals, contracts, time tracking, client management, and payments.

• Freemium
• From 6$

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$

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$

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$

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

• Freemium
• From 10$

Vibly is a comprehensive HIPAA-compliant platform designed specifically for coaches to manage their practice, connect with clients, and grow their business with features including scheduling, website building, client management, and an AI-driven marketplace.

• Freemium
• From 12$

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

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$

Integra Balance offers an AI-driven bookkeeping platform designed for accounting firms, automating transaction categorization, reconciliation, and financial reporting.

• Paid
• From 55$

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$

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$

Foodzilla is a comprehensive nutrition management platform that enables health professionals to create customized meal plans, track client progress, and manage nutrition coaching through an AI-powered system with over 100,000 recipes and automated features.

• Freemium

Allwyse is a smart coaching platform designed to help coaches attract clients, automate their workflow, and scale their businesses with AI-powered tools and Google integrations.

• Freemium

Lindo.ai is a white-label AI website builder that enables entrepreneurs, freelancers, and agencies to create and sell websites under their own brand.

• Freemium
• From 25$

Onboard.io is a comprehensive customer onboarding and implementation platform that automates launch plans, streamlines collaboration, and provides 360° visibility for all stakeholders to ensure successful client onboarding.

• Paid
• From 499$

SmartPlate is an AI-powered meal planning platform designed for nutrition professionals to generate personalized meal plans based on client preferences and dietary restrictions.

• Free Trial
• From 99$

Tango Agreements is a comprehensive business automation platform designed for professional services that streamlines client management, contract handling, and payment processing while preventing scope creep.

• Freemium
• From 39$

AsInstant provides custom AI solutions and automation to streamline business operations, improve customer service, and reduce costs. Their services include chatbots, custom platform development, and automated workflows.

• Free Trial
• From 109$

BookingBee.ai is an AI-powered receptionist and appointment scheduling platform designed specifically for beauty and wellness businesses, offering 24/7 automated booking, client communication, and business management capabilities.

• Paid
• From 99$

Koteshen is a streamlined invoicing platform designed for businesses and freelancers, offering automated billing, customizable templates, and intelligent payment tracking features.

• Freemium

SEO Vendor is a comprehensive white-label SEO platform offering AI-powered tools, automated workflows, and branded reporting capabilities for agencies, backed by 20 years of industry experience and patented technology.

• Freemium
• From 5$

OneSuite is an all-in-one platform designed for freelancers, agencies, and creatives to manage projects, leads, invoices, documents, and clients.

• Paid
• From 29$

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

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

MyCoach AI is a comprehensive coaching platform that leverages artificial intelligence to automate client management, nutrition planning, and workout programming while providing access to an extensive content library of exercises, recipes, and expert videos.

• Freemium
• From 12$

Indy is an all-in-one business management platform designed to help freelancers and small businesses streamline their workflow. It offers tools for proposals, contracts, invoicing, time tracking, and more.

• Freemium
• From 19$

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$

Vapify offers a white-label platform for Vapi.ai, allowing agencies to resell AI voice agents under their own brand, increasing revenue and brand control.

• Freemium
• From 19$

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$

Acuity Scheduling is a comprehensive online appointment scheduling platform that automates bookings, payments, and client management. It empowers businesses to streamline their scheduling process and enhance customer engagement.

• Free Trial

Two Minute Reports automates client reporting by seamlessly pulling data from 30+ marketing sources, saving time and improving client communication.

• Free Trial
• From 9$

Foodzilla streamlines meal planning with dietitian-approved recipes, smart grocery lists, and client communication, all within a branded app.

• Free Trial