client management CRM for service providers - AI tools

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

• Paid
• From 49$

GnomGuru is a CRM and scheduling app that helps service providers automate appointments, manage clients, and send SMS reminders to boost customer retention and business efficiency.

• Freemium
• From 12$

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$

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$

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

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$

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

• Free Trial

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$

ExpertBox is an AI-powered service business management tool that streamlines scheduling, booking, billing, video meetings, and client management to enhance daily operations and client experience.

• Other

SpinOffice CRM streamlines customer relationship management for SMEs by unifying contacts, communications, documents, and tasks into a single, secure platform. Boost team productivity, enhance customer interactions, and efficiently manage your business processes with cross-platform access and strong integrations.

• Paid
• From 35$

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$

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$

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$

Fieldwork is a comprehensive field service management software that helps businesses manage teams, reduce costs, and improve efficiency through automation, CRM, scheduling, invoicing, and mobile access.

• Freemium
• From 59$

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$

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$

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$

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

• Paid
• From 7$

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$

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$

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

FinKoper is an AI-powered CRM platform designed for accounting firms, offering task management, client communication, tax calendar automation, and integrations with messengers like WhatsApp and Telegram to streamline operations.

• Freemium
• From 5$

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$

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