Top AI tools for # client management

BrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.

• Freemium

Senegal Software streamlines staffing operations using AI-powered tools for recruiting, onboarding, payroll, and client management, helping agencies save time and reduce costs.

• Contact for Pricing

RazorSync is a comprehensive field service management software that simplifies scheduling, dispatching, and invoicing, helping service businesses improve team productivity and reduce operational costs.

• Free Trial
• From 90$

DoubleTime is a comprehensive productivity platform offering seamless time tracking, intuitive task management, note integration, invoicing, and analytics to help users optimise work processes and boost earning potential.

• Freemium
• From 5$

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$

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

TattooSchedule streamlines appointment booking, calendar management, and automated reminders for tattoo artists, helping reduce no-shows and save valuable time.

• Paid
• From 10$

Maroo streamlines invoicing, payments, contract management, and financial workflows for small to medium-sized businesses and freelancers, helping them save on processing fees and increase efficiency.

• Freemium
• From 50$

Handyman provides a complete Flutter-based solution for creating personalized on-demand home services platforms, featuring dynamic AI-powered booking descriptions and robust business management tools.

• Pay Once

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$

Prosolutions offers comprehensive salon and spa management software with scheduling, inventory, POS, marketing, and business reporting, including a personalized mobile app for seamless business operations.

• Paid
• From 69$

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$

SSL Monitor provides automatic SSL certificate monitoring for unlimited domains with timely email alerts, customizable notifications, and public status pages to keep websites secure and prevent costly expirations.

• Freemium
• From 2$

Tydwork offers automated time tracking solutions with detailed reports and client management features, designed to enhance productivity for teams and professionals. This user-friendly platform supports multiple users, secure data handling, and flexible exporting options.

• Free Trial
• From 5$

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$

FuseBase offers AI-powered workspaces designed to enhance team productivity, streamline client collaboration, and automate business workflows. Empowering businesses with customizable client portals, AI agents, and project management tools, FuseBase consolidates essential functions for internal and external success.

• Freemium

VoiceAIWrapper is a comprehensive voice AI platform that enables agencies to connect multiple providers like VAPI, Retell, ElevenLabs, and Deepgram under one white-labeled dashboard, allowing rapid deployment of voice AI services.

• Freemium
• From 29$

Bluedatal offers an integrated HR, CRM, and Project Management platform designed to optimize team collaboration, streamline business workflows, and boost productivity for small to medium-sized businesses.

• Paid
• From 50$

Duet provides an easy-to-use, all-in-one dispatching and management solution for NEMT (Non-Emergency Medical Transportation) providers, featuring dispatch, scheduling, client management, billing, and more. Streamline operations and scale your transportation business efficiently.

• Freemium
• From 19$

Bookura streamlines appointment scheduling, payments, client management, and business operations in a single, user-friendly dashboard for service-based businesses.

• Freemium
• From 9$

Schedulista is a comprehensive online appointment scheduling platform allowing businesses to manage bookings, send automated reminders, and accept payments seamlessly, all through a branded scheduling page or your website.

• Paid
• From 19$

TimeTap streamlines business scheduling with advanced automation, custom booking options, and calendar integrations, designed for organizations with complex appointment needs. Its secure and configurable features cater to medical practices, schools, enterprises, and more.

• Free Trial
• From 23$

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

• Free Trial
• From 10$

Bidsketch streamlines sales proposal creation with customizable templates, automated analytics, and e-signature functionality, helping teams close deals faster and more effectively.

• Free Trial

Launch27 is a comprehensive maid service software designed to automate scheduling, payments, and client communications for cleaning businesses, helping them scale efficiently.

• Paid
• From 75$

ChiDesk is an all-in-one booking, payment, and management platform tailored for spas, salons, and wellness businesses, featuring appointment scheduling, class management, point of sale, and advanced reporting.

• Paid
• From 40$

Press Jockey uses AI to monitor, filter, and help you respond to expert requests across major PR platforms, saving you time and enhancing your media outreach. Gain access to over 275,000 media contacts with automated pitch drafting and response management.

• Paid
• From 27$

Test It offers a no-code, developer-free A/B testing platform for marketers, agencies, and business owners, empowering users to deploy fast, insightful experiments without technical expertise. With a visual editor and detailed reporting, it enables rapid optimization of websites to boost conversion rates.

• Freemium
• From 20$

SureClient offers a streamlined CRM solution designed for small teams and businesses, featuring client management, invoicing, lead tracking, and automation in one unified platform.

• Paid
• From 10$

NewLedger is a cloud-based accounting platform that automates bookkeeping, invoicing, expense tracking, and financial reporting, designed for freelancers, entrepreneurs, and growing businesses seeking to streamline their financial operations.

• Paid
• From 19$

KYC Portal CLM is an award-winning Client Lifecycle Management platform that centralizes and simplifies customer due diligence processes, reducing costs and increasing efficiencies by over 60%.

• Contact for Pricing

SubSync is an AI-driven CRM platform designed specifically for home service businesses, offering lead prospecting, marketing automation, and sales management tools to accelerate revenue growth.

• Paid
• From 79$

Corebility is an AI-powered studio management platform designed specifically for independent Pilates and Yoga studios, simplifying bookings, automating reminders, and managing client relationships without enterprise complexity.

• Contact for Pricing

Bizstim is a business software solution that helps small businesses streamline scheduling, reminders, reporting, and customer billing with user-friendly features and fixed pricing plans.

• Freemium
• From 40$

Ring My Stylist is an appointment booking and client management software designed for independent beauty professionals, featuring scheduling, payment processing, client history tracking, and automated reminders to streamline business operations.

• Freemium
• From 10$

Aggregatur is an advanced lead distribution software that automatically identifies, prices, and routes incoming leads in real-time, helping businesses sell leads and calls 24/7.

• Paid
• From 249$

Braum is an AI-powered tool that protects freelancers and agencies from unpaid invoices by allowing remote control over websites until payment is received, with a simple one-line script setup.

• Pay Once

Modalboard is an AI-powered marketing reporting platform that transforms data into actionable insights through automated reports, custom dashboards, and real-time alerts for agencies and in-house teams.

• Freemium
• From 49$

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$

Gymvio is an all-in-one AI-powered platform for personal trainers to manage training, nutrition, and client communication with features like workout design, diet planning, and progress tracking.

• Paid
• From 20$

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$

Nutrium is an AI-powered nutrition software platform that helps dietitians manage client care, create personalized meal plans, and streamline practice operations with automated tools and secure data compliance.

• Freemium
• From 15$

Nutrition Maker is an AI-powered dietitian software that simplifies meal planning, nutrition consultations, and client management for health professionals with automated meal plans, recipes, and shopping lists.

• Freemium
• From 15$

Quilia is a digital client manager for law firms that automates client engagement, appointment reminders, and document collection to improve case outcomes and save staff time.

• Contact for Pricing

Astravue is an AI-powered project management tool that centralizes tasks, timelines, and communication for agencies and professional service teams, offering predictable delivery and transparent pricing.

• Freemium
• From 10$

SalenGo is a web-based business management software that centralizes contacts, invoicing, and products to streamline operations for professionals and businesses.

• Freemium
• From 28$

WeSuite provides AI-powered sales software solutions for small to medium businesses and enterprises, streamlining the quote-to-close process with tools like WeOpportunity, QuoteAnywhere, and WeEstimate.

• Contact for Pricing

Timestead is a paperless job sheet application that simplifies job tracking and reduces paperwork for businesses across various professions, offering easy integration with accounting platforms.

• Free Trial
• From 11$

Brand2Social is an AI-powered social media management tool that automates scheduling, content generation, and performance analysis across multiple platforms to help businesses grow their online presence efficiently.

• Freemium

Client Portal is a WordPress plugin that helps businesses create professional client portals to organize projects, share files, and improve client communication without coding.

• Paid
• From 25$