Search client management tools

HubSpot

CRM platforms ·

CRM with marketing, sales and service hubs on one contact database, plus AI tools for writing, summaries and prospecting.

• Free plan or free tier
• Mobile app
• Developer API

Salesforce

CRM platforms ·

Enterprise CRM for sales, service and marketing, with AI agents and predictions built on its Einstein and Agentforce features.

• Mobile app
• Developer API
• Integrates with Salesforce

Pipedrive

CRM platforms ·

Pipeline-first CRM for small sales teams, with an AI sales assistant that suggests next actions and drafts emails.

• Mobile app
• Developer API

Zoho CRM

CRM platforms · by Zoho

CRM from the Zoho suite, with an AI assistant called Zia for predictions, data checks and email writing.

• Free plan or free tier
• Mobile app
• Developer API

Freshsales

CRM platforms · by Freshworks

Sales CRM from Freshworks with built-in phone and email, and Freddy AI for lead scoring and deal insights.

• Mobile app
• Developer API

Close

CRM platforms ·

CRM built for inside sales teams that live on calls and email, with built-in calling, SMS and AI call summaries.

• Mobile app
• Developer API

Copper

CRM platforms ·

CRM that runs inside Google Workspace, logging Gmail and Calendar activity to contacts and deals automatically.

• Mobile app
• Developer API

monday sales CRM

CRM platforms · by monday.com

CRM built on monday.com boards, with pipelines, email sync and AI that drafts emails and fills in data.

• Mobile app
• Developer API

Attio

CRM platforms ·

Flexible CRM that builds records from your email and calendar, with custom objects and AI research on companies and people.

• Free plan or free tier
• Developer API

folk

CRM platforms ·

Lightweight CRM for relationship-driven work such as agencies and investors, with AI-written follow-ups and contact enrichment.

• Developer API

Less Annoying CRM

CRM platforms · by Less Annoying Software

Simple CRM for small businesses with contacts, notes, tasks and pipelines, built to be easy to learn.

Insightly

CRM platforms ·

CRM with built-in project management, so a won deal can turn into a delivery project in the same system.

• Mobile app
• Developer API

Apollo.io

Sales email and follow-up ·

Prospect database plus email sequences, with AI that writes outreach and researches accounts before you contact them.

• Free plan or free tier
• Developer API
• Integrates with HubSpot

Lavender

Sales email and follow-up ·

Email coach that scores sales emails as you write them and suggests changes to tone, length and personalization.

Outreach

Sales email and follow-up ·

Sales engagement platform for multi-step sequences, call coaching and deal management, with AI that drafts and summarizes.

• Developer API
• Integrates with Salesforce

Salesloft

Sales email and follow-up ·

Sales engagement platform for cadences, calling and forecasting, with AI that suggests the next best action on each deal.

• Developer API
• Integrates with Salesforce

Instantly

Sales email and follow-up ·

Cold email platform for sending campaigns from many inboxes, with warm-up, a lead database and AI reply handling.

lemlist

Sales email and follow-up ·

Outreach tool for personalized email and LinkedIn sequences, with custom images, a lead database and AI-written steps.

• Developer API

Reply.io

Sales email and follow-up · by Reply

Multichannel outreach for email, LinkedIn and calls, with an AI agent that can write and handle sequences.

• Developer API

Mailshake

Sales email and follow-up ·

Cold email and follow-up tool for small sales teams, with an AI writer and a simple campaign builder.

Smartlead

Sales email and follow-up ·

Cold email tool built for agencies, with unlimited mailboxes, inbox rotation and a shared inbox for replies.

Gong

Meeting notes into CRM ·

Revenue intelligence platform that records sales calls, analyzes what was said and updates deals and forecasts.

• Developer API
• Integrates with HubSpot
• Integrates with Salesforce

Fathom

Meeting notes into CRM ·

AI note taker for Zoom, Meet and Teams that writes call summaries and can send them to your CRM.

• Free plan or free tier
• Integrates with HubSpot
• Integrates with Salesforce

Otter.ai

Meeting notes into CRM ·

Meeting transcription and summaries with action items, plus a sales version that fills in CRM fields from calls.

• Free plan or free tier
• Mobile app

Fireflies.ai

Meeting notes into CRM ·

AI note taker that records and transcribes meetings, makes them searchable and logs notes to CRMs.

• Free plan or free tier
• Integrates with HubSpot
• Integrates with Salesforce

Avoma

Meeting notes into CRM ·

Meeting assistant for client-facing teams: scheduling, recording, AI notes and CRM updates in one tool.

• Integrates with HubSpot
• Integrates with Salesforce

Grain

Meeting notes into CRM ·

Records customer calls and turns them into AI notes, clips and CRM updates for sales and success teams.

• Integrates with HubSpot

tl;dv

Meeting notes into CRM ·

Meeting recorder for Zoom, Meet and Teams that writes notes in your template and syncs them to the CRM.

• Free plan or free tier

HoneyBook

Client portals and onboarding ·

Client management for small service businesses: inquiries, proposals, contracts, invoices and a client portal in one flow.

• Mobile app

Dubsado

Client portals and onboarding ·

Client management for creative and service businesses, with forms, contracts, invoices, scheduling and workflow automation.

SuiteDash

Client portals and onboarding ·

White-label client portal with CRM, projects, invoicing, file sharing and onboarding flows under your own brand.

Moxo

Client portals and onboarding ·

Client interaction platform for onboarding and service workflows, with portals, approvals and messaging for professional firms.

Content Snare

Client portals and onboarding ·

Collects files and information from clients with structured requests and automatic reminders.

Plutio

Client portals and onboarding ·

All-in-one workspace for freelancers with projects, proposals, invoices, time tracking and a branded client portal.

PandaDoc

Proposals and invoicing ·

Proposals, quotes and contracts with e-signature, document analytics and AI drafting, connected to the main CRMs.

• Free plan or free tier
• Developer API
• Integrates with HubSpot

Proposify

Proposals and invoicing ·

Proposal software with design templates, approval workflows, e-signature and data on how clients read each proposal.

• Developer API
• Integrates with HubSpot
• Integrates with Salesforce

Qwilr

Proposals and invoicing ·

Turns proposals and quotes into interactive web pages with embedded video, pricing options, e-signature and payment.

• Integrates with HubSpot
• Integrates with Salesforce

Better Proposals

Proposals and invoicing ·

Web-based proposal builder with templates, e-signature and online payment on acceptance.

Bonsai

Proposals and invoicing ·

Business tools for freelancers and agencies: proposals, contracts, invoices, time tracking and a client CRM.

• Mobile app

FreshBooks

Proposals and invoicing ·

Invoicing and accounting for small service businesses, with estimates, time tracking and online payments.

• Mobile app
• Developer API

QuickBooks Online

Proposals and invoicing · by Intuit

Accounting software with invoicing, expenses and reports, and AI agents that help with bookkeeping and payments.

• Mobile app
• Developer API

Xero

Proposals and invoicing ·

Cloud accounting with quotes, invoices, bank feeds and a large app marketplace for small businesses.

• Mobile app
• Developer API

Wave

Proposals and invoicing · by Wave Financial

Invoicing and bookkeeping for very small businesses and freelancers, with free invoicing and paid payment processing.

• Free plan or free tier
• Mobile app

Invoice Ninja

Proposals and invoicing ·

Invoicing, quotes and client portal software that you can use hosted or install on your own server.

• Free plan or free tier
• Developer API

Clay

Customer data enrichment ·

Spreadsheet-style tool that pulls data from many providers and AI research into one table to enrich leads.

• Integrates with HubSpot
• Integrates with Salesforce

ZoomInfo

Customer data enrichment ·

Large B2B contact and company database with intent data, enrichment and AI tools for sales and marketing teams.

• Developer API
• Integrates with HubSpot
• Integrates with Salesforce

Lusha

Customer data enrichment ·

B2B contact data with a browser extension and CRM enrichment for finding emails and phone numbers.

• Free plan or free tier
• Integrates with HubSpot
• Integrates with Salesforce

Hunter

Customer data enrichment ·

Finds and verifies professional email addresses by company domain, with simple outreach campaigns.

• Free plan or free tier
• Developer API

Cognism

Customer data enrichment ·

B2B contact data with verified mobile numbers, focused on Europe and North America, for sales prospecting.

• Integrates with HubSpot
• Integrates with Salesforce

People Data Labs

Customer data enrichment ·

Person and company data delivered by API for developers who build enrichment into their own products.

• Developer API

Calendly

Scheduling and booking ·

Booking links that show your free times so clients pick a slot, with routing forms, reminders and CRM sync.

• Free plan or free tier
• Mobile app
• Developer API

Chili Piper

Scheduling and booking ·

Books meetings the moment a lead fills in a form, routing them to the right rep based on CRM rules.

• Integrates with HubSpot
• Integrates with Salesforce

SavvyCal

Scheduling and booking ·

Scheduling links that let invitees overlay their own calendar to find a time that suits both sides.

Cal.com

Scheduling and booking ·

Open-source scheduling platform with booking pages, team routing and an API you can self-host or use hosted.

• Free plan or free tier
• Developer API

Acuity Scheduling

Scheduling and booking · by Squarespace

Appointment booking for service businesses, with intake forms, packages and payments at booking.

• Mobile app

Reclaim.ai

Scheduling and booking ·

Calendar assistant that schedules meetings, tasks and focus time around each other automatically.

• Free plan or free tier

Intercom

Client support inboxes ·

Customer service platform with a help desk, chat and Fin, an AI agent that answers questions from your help content.

• Mobile app
• Developer API
• Integrates with HubSpot

Zendesk

Client support inboxes ·

Help desk for email, chat, phone and social support, with AI agents and summaries for support teams.

• Mobile app
• Developer API
• Integrates with Salesforce

Help Scout

Client support inboxes ·

Shared inbox and help center for small support teams, with AI drafts, summaries and answers from your docs.

• Developer API
• Integrates with HubSpot

Front

Client support inboxes ·

Shared inbox that brings email, chat and SMS into one place for teams that handle client conversations together.

• Developer API
• Integrates with HubSpot
• Integrates with Salesforce

Freshdesk

Client support inboxes · by Freshworks

Ticketing help desk from Freshworks with Freddy AI for suggested replies, ticket summaries and self-service.

• Mobile app
• Developer API

Gorgias

Client support inboxes ·

Help desk for online stores that shows order details next to each ticket and uses AI to answer common questions.