CRM and billing tools for agencies - AI tools

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

• Paid
• From 7$

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$

Teamleader delivers a comprehensive business management platform supporting CRM, invoicing, project management, and more—empowering SMEs and agencies to optimize operations efficiently.

• Paid
• From 37$

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$

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$

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$

Apex27 is a cloud-based estate agent and letting agent CRM platform that streamlines sales, lettings, and property management with integrated AI-powered reporting, automation, and marketing tools.

• Free Trial
• From 42$

Harpoon is forward-looking time-tracking and invoicing software that helps agencies, studios, and freelancers plan and forecast a profitable future through financial goal tracking, real-time revenue forecasting, and automated billing.

• Freemium
• From 9$

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial

CalendarCrush automates invoicing by transforming calendar events into accurate project bills, streamlining billing for freelancers, consultants, and teams.

• Freemium
• From 30$

The Customer Factor is a CRM platform designed to streamline customer management, scheduling, invoicing, and business automation for service-based businesses. Its extensive set of features supports growth and organization, helping users manage contacts, tasks, and payments with ease.

• Paid
• From 45$

Invoice Desk is an AI-powered platform that enables solo professionals and small teams to manage tasks, projects, and invoicing effortlessly through a conversational interface.

• Freemium

WORKetc is a comprehensive cloud business management platform combining CRM, project management, billing, and help desk features into a single solution. Designed to centralize operations, it streamlines collaboration, reporting, and customer engagement for growing businesses.

• Paid
• From 78$

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$

RealtyJuggler is a comprehensive real estate CRM software designed to help agents organize leads, manage transactions, and automate communications, featuring a 90-day free trial and affordable annual pricing.

• Free Trial
• From 15$

Rex Software is an advanced real estate agency platform leveraging AI to automate CRM, streamline marketing, and enhance productivity for property professionals.

• Contact for Pricing

SharpSpring is a comprehensive platform that combines marketing automation, sales automation, and CRM into a single solution for agencies and businesses seeking to streamline workflows and grow revenue.

• Paid
• From 449$

Fyrestone CRM is an intelligent business management platform designed to help busy business owners organize contacts, automate workflows, manage bookings, invoices, and drive growth with ease.

• Paid
• From 9$

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$

TRIS by Recruitment Systems is a cloud-based recruitment software suite designed to enhance productivity, streamline candidate management, and simplify recruitment processes for agencies of all sizes.

• Paid
• From 106$

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$

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$

Invoicera is a comprehensive automated billing and invoicing platform that streamlines financial management, client relationships, and business operations for companies of all sizes.

• Freemium
• From 4$

TripControl is a free web-based travel agency CRM and itinerary planning tool, helping tour operators streamline operations, boost sales, and manage customer communications efficiently.

• Free

Spacebring offers comprehensive management software for coworking and shared spaces, automating business workflows, resource bookings, billing, and customer engagement to boost efficiency and retention.

• Paid
• From 93$

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$

My CPA Dashboard is an all-in-one online CPA practice management software designed for accountants, CPAs, and bookkeepers, offering secure document storage, e-signatures, and streamlined client communication. Enhance efficiency and productivity with its robust client portal and efficient workflow features.

• Free Trial
• From 49$

RentSyst is a cloud-based CRM software designed to optimize car rental, leasing, and vehicle sharing businesses through fleet tracking, reservation management, and automated reporting.

• Free Trial

Prospur is an integrated CRM platform designed to help small businesses automate campaigns, manage customer relationships, and streamline sales and marketing efforts.

• Free Trial
• From 29$

CliniGro is user-friendly CRM software designed for clinics, simplifying management, automating marketing, and boosting business growth.

• Free Trial