Top AI tools for # client management

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

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$

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

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$

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

• Freemium

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$

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$

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$

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$

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$

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$

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$

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$

NutriAdmin is comprehensive software for nutrition and wellness professionals, offering client management, AI-powered meal planning, nutrition analysis, and practice automation tools.

• Free Trial
• From 35$

MyMeet.io is an AI-powered platform that streamlines scheduling, payments, meetings, and AI-generated summaries for coaches and consultants, enhancing client interactions.

• Free Trial

ReqIt AI accelerates client acquisition by rapidly generating detailed software requirements and managing client approvals, ensuring efficient project initiation and relationship management.

• Freemium
• From 15$

Salonist is a comprehensive salon management software designed to streamline operations and enhance client experiences in the beauty and wellness industry.

• Free Trial

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

• Paid
• From 60$

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

• 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$

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

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$

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$

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

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$

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$

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$

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

• Free

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

• Paid
• From 55$

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$

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$

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

• Paid
• From 29$