Top AI tools for # client management

Vitally is a Customer Success Platform (CSP) designed to help B2B teams manage and scale customer relationships by unifying data, automating workflows, and enhancing collaboration.

• Contact for Pricing

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Suvit is an AI-powered accounting automation tool designed for Tax Professionals and CAs to streamline tasks like data entry, document management, and GST reconciliation, improving accuracy and efficiency.

• Free Trial
• From 12$

Vedeeo is a video platform enabling businesses to connect with customers through seamless 1:1 video calls, offering a 'phygital' shopping experience with AI-powered insights.

• Freemium
• From 47$

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$

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

• Paid
• From 49$

Inita is an AI-powered platform designed for small businesses to easily create websites, automate bookings, manage payments, and streamline client communications.

• Free Trial
• From 12$

imeetify offers smart scheduling solutions to simplify appointment booking for professionals and businesses, enhancing client experience and operational efficiency.

• Freemium
• From 6$

AI Invoicer is an AI-powered platform designed to automate invoice creation, management, and tracking, helping businesses streamline financial workflows and accelerate payments.

• Freemium
• From 9$

Sheetsway is an AI-powered platform designed for financial audits, offering automation through AI, OCR, and custom risk-based audits to streamline the audit process for professionals.

• Free Trial
• From 130$

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

NinjaPipe is an AI-powered CRM and sales automation platform designed to streamline business operations. It helps businesses manage leads, automate workflows, and track sales performance.

• Paid
• From 49$

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Lofty is an AI-powered platform designed for real estate professionals, offering tools for lead generation, marketing automation, CRM, and transaction management to boost productivity and close more deals.

• Contact for Pricing

Bolten offers a customizable white-label CRM platform for partners to provide personalized solutions to their clients, featuring AI-powered data entry, WhatsApp integration, and a generous revenue-sharing model.

• Free Trial
• From 20$

Sketchnote is an all-in-one marketing management platform designed for agencies, combining social media management, ad performance analytics, and team productivity tools to streamline operations from strategy to execution.

• Free Trial
• From 5$

Schedo is an all-in-one AI-powered booking solution that helps businesses, tutors, and trainers streamline appointments, accept payments, and personalize client experiences with branded booking pages.

• Free Trial
• From 12$

Calday is an online scheduling platform that simplifies appointment booking, calendar management, and automated client reminders for professionals across various industries.

• Freemium
• From 12$

Breely offers a customizable scheduling platform designed to automate appointment booking, client management, and business operations for service-based businesses.

• Freemium
• From 7$

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$

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$

Spur.fit is an AI-powered coaching platform that helps fitness professionals manage clients, create personalized workout and nutrition plans, and scale their business through custom-branded apps and wearable integration.

• Freemium
• From 59$

A comprehensive invoicing platform that offers unlimited invoicing, estimates, and client management with AI-powered expense tracking and receipt capture capabilities.

• Freemium
• From 10$

Gluecharm is an AI-powered platform that helps software agencies convert client conversations into comprehensive technical specifications and requirements documentation. It streamlines the project scoping process and improves proposal win rates.

• Freemium
• From 40$

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

Duda is an AI-powered website builder platform designed for agencies and SaaS companies to create and manage websites at scale, offering white-label solutions, team collaboration tools, and automated workflows.

• 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

B12 is an AI-powered website builder that automatically creates professional websites with integrated business tools including invoicing, scheduling, documents, eSignatures, and email marketing.

• Freemium
• From 49$

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$