freelancer client management tool - AI tools

Lancer offers freelancers and small teams a simplified, all-in-one project management platform to easily manage projects, clients, income, expenses, invoicing, and team collaboration.

• Freemium
• From 40$

SwiftCliq is an all-in-one client portal designed for freelancers and clients to streamline project management, communication, file sharing, and invoicing through a unified dashboard.

• Other

Chik streamlines client collaboration, task management, and communication for freelancers and small teams through a unified dashboard.

• Pay Once

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

Plutio is an integrated business management platform designed for freelancers and agencies, enabling users to manage projects, invoicing, proposals, contracts, forms, scheduling, and more from a single intuitive interface.

• Free Trial
• From 19$

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$

Overbooked is an all-in-one AI-driven project management platform designed to streamline tasks, client communication, invoice management, and progress tracking for freelancers, solo-founders, and agencies.

• Freemium
• From 9$

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$

Fingertip offers a consolidated platform for creators, freelancers, and businesses to manage sales, bookings, and customer connections via a single link, optimized for social media.

• Freemium
• From 8$

Wingleap is an AI-powered freelance operations platform that centralizes client management, project tracking, time monitoring, and invoicing to streamline workflows for freelancers, consultants, and agencies.

• Free Trial
• From 25$

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$

Freel is a Canadian freelance marketplace connecting freelancers with clients. It offers tools and features to help freelancers showcase their skills and find work, with transparent pricing and no commission fees for clients.

• Freemium
• From 6$

Bundlify is brandable, client-managing, invoice-tracking, and payment-processing software for freelancers that connects to Stripe and runs on your domain.

• Free Trial
• From 19$

The Freelance Client Checklist provides freelancers with a comprehensive roadmap covering service design, business setup, portfolio creation, client acquisition, sales optimization, and project management to achieve stable income.

• Pay Once

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$

Freelance Spreadsheets offers creative freelancers an intuitive, easy-to-use Google Sheets solution for managing budgets, profit and loss, projections, and pricing, all at an affordable one-time cost.

• Pay Once

Freelancer Club is a comprehensive platform providing creative freelancers with access to paid jobs, collaborative opportunities, business education, and community support to build sustainable careers.

• Contact for Pricing

Workv.io streamlines freelance work with AI-powered contract generation, time tracking, expense monitoring, and client management—all in one free platform designed specifically for freelancers.

• Free

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

• Free Trial
• From 10$

KeepWeek is a cloud-based management software that streamlines business operations for solopreneurs and small teams, featuring project management, invoicing, financial automation, HR tools, and client communication in one platform.

• Freemium
• From 8$

JobDone is an AI-powered freelance marketplace connecting clients with skilled professionals across various industries, from design and development to marketing and content creation.

• Other

Invoice & Estimate with Alto streamlines invoicing, payments, and time tracking for freelancers, contractors, and small companies—available on iPhone and iPad.

• Freemium
• From 13$

Assembly is a comprehensive client portal platform that helps service businesses streamline operations, automate workflows, and deliver branded client experiences through integrated tools for CRM, billing, contracts, and communication.

• Freemium
• From 39$

Wethos is a comprehensive business management platform that helps freelancers and agencies create proposals, manage invoices, and handle payments while providing AI-powered tools and customizable templates.

• Freemium
• From 12$

Midcontract offers freelancers, agencies, and businesses a secure, AI-enhanced escrow platform supporting crypto and fiat payments, low fees, and comprehensive contract management.

• Usage Based

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

• Paid
• From 29$

Baselance streamlines freelance talent management with visual portfolios and advanced search, built for creative teams seeking efficient, portfolio-based workflows.

• Freemium
• From 8$

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

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$

Dataforma is a cloud-based field service management platform designed specifically for commercial contractors, offering robust solutions for project management, client communication, scheduling, and business operations.

• Contact for Pricing