customizable CRM for professional services - AI tools

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$

theCRM is a modern Customer Relationship Management software designed to streamline business processes across marketing, sales, and customer service with personalized configurations and enterprise-grade capabilities at sensible pricing.

• Contact for Pricing

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$

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

• Paid
• From 49$

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$

Super Easy CRM is a unified productivity platform that combines project management, contact tracking, and automated workflows, designed specifically for freelancers, bloggers, and small businesses.

• Freemium
• From 10$

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$

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

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$

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

Sapinco is an AI-powered business platform offering CRM, project management, and HRMS solutions with a one-time payment model and full data ownership.

• Free Trial
• From 29$

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$

Property CRM is a comprehensive CRM software designed for real estate professionals, offering tools for lead management, property listing, and automated workflows to boost sales efficiency and customer engagement.

• Freemium
• From 7$

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

• Free Trial

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$

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$

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$

Erecpr is a comprehensive cloud-based business management solution that combines HR, CRM, and project management features to help businesses streamline operations, track performance, and improve productivity.

• Freemium
• From 5$

Less Annoying CRM is a customer relationship management platform designed specifically for small businesses, offering intuitive features, transparent pricing, and exceptional customer support to help users manage contacts, track leads, and close deals efficiently.

• Free Trial
• From 15$

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

• Freemium
• From 28$

MarketSharp offers a comprehensive, cloud-based CRM solution designed specifically for contractors, remodelers, and home improvement businesses. The platform streamlines lead generation, project management, sales processes, and payment processing to help businesses grow efficiently.

• Paid
• From 199$

ServicePal is an intuitive software platform designed for service professionals, offering comprehensive business management tools including customer management, job scheduling, sales analytics, invoicing, and team empowerment.

• Freemium
• From 199$

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$

Propjini CRM empowers real estate professionals to manage leads, automate follow-ups, and streamline property business operations through powerful automation and team management features.

• Free Trial
• From 3$

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

Mauju Invoice offers user-friendly, feature-rich invoicing and time tracking software, designed to help businesses create professional invoices, automate billing, and monitor cash flow efficiently.

• Free Trial
• From 4$

IntelliStant is a comprehensive CRM and business management software that automates critical business activities, offering customizable modules for various industries with 24/7 support.

• Contact for Pricing

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$

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$

TaskPutty is an affordable, flexible CRM platform that helps businesses manage sales pipelines, track client activity, and generate custom reports with pricing starting at $3 per user per month.

• Freemium
• From 3$