client relationship management tools - AI tools

Relata is an AI-powered platform that automatically tracks, explores, and improves client relationships through dashboards and CRM enrichment, providing insights from email communications and network analysis.

• Contact for Pricing

ClientPort is a modern client portal solution designed for freelancers to streamline project file sharing, communication, and branding with no-login secure access for clients.

• Pay Once

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

• Paid
• From 60$

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

• Paid
• From 7$

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

• Paid
• 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$

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$

ClientSuccess is an AI-powered customer success platform that helps businesses reduce churn and increase customer revenue through actionable insights, automation, and comprehensive customer journey management.

• Contact for Pricing

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$

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$