Best Client Management Products in 2025

Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence.

Key Setuply features:

Project Management Case Management Secure Data Staging Client Impact Control Panel

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ClientPortalOS brings all your agency’s workflows together, task requests, feedback threads, billing, & integrations into one branded dashboard.

freemium $99.0 / Monthly

Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.

Key Service Provider Pro features:

Billing/Invoicing Help desk & requests management Project Management Shopping cart

paid Free Trial $49.0 / Monthly (Basic)

100% free online invoicing software for small businesses.

Key Zoho Invoice features:

Client Portal Estimates Expenses management Time Tracking

free

Classified Billing offers an all-in-one invoicing solution to streamline billing, manage clients, and improve efficiency. Try our this invoicing platform today!

Key Classified Billing features:

Workspace Invoices Customers Service Items

paid Free Trial $9.0 / Monthly

Dubsado is flexible — it gives you 5 (now 6!) ways to add new leads. Best of all, 5 ways are automated.

Key Dubsado features:

Comprehensive Client Management Customization Automated Workflows Integrations

Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.

Key Asana features:

User-friendly Interface Collaboration Features Integration Options Customizable Workflows

freemium $11.99 / Monthly (Per user - Premium)

ClickUp's #1 rated productivity software is making more productive projects with a beautifully designed and intuitive platform.

Key ClickUp features:

Flexible Task Management All-in-One Solution Integration Capabilities Scalability

Invoice Ninja is a free, open-source solution for invoicing and billing customers.

Key Invoice Ninja features:

Open Source Feature-Rich Competitive Pricing Customizable Invoices

Open Source

The no-code membership platform for any website.

Key Memberstack features:

Ease of Use No-Code Integration Flexible Pricing Customizable Membership Options

paid Free Trial $25.0 / Monthly (10,000 members)

Sales deal rooms, onboarding plans, and client portals that customers love.

Key Dock.us features:

Decentralization User Control Interoperability Blockchain Security

freemium $49.0 / Monthly (Per User)

Business management reinvented.

Key HoneyBook features:

All-in-One Platform Customizable Templates Automation User-Friendly Interface

Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Streamline client onboarding and deliver your services in a professional way with a branded client portal.

Key Hubflo features:

Client portal

The Invoice Machine is an online invoicing service with a simple and elegant user interface.

Key The Invoice Machine features:

User-Friendly Interface Customization Options Multi-Currency Support Automated Reminders