Top 20 products relevant to Client Management

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.

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One platform to streamline your agency business. Consolidate your projects, clients and finances into one integrated and easy-to-use platform.

paid Free Trial $10.0 / Monthly (per user)

Moxtra is a multi layered, embeddable team collaboration solution.

Productivity OS for Agencies & Freelancers | All-in-one crm to Manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences.

paid Free Trial $149.0 / One-off (Per User for Life)

EyeOnTask is an all-in-one feature-rich cloud-based mobile workforce management software solution that helps field service companies and workers efficiently manage clients, inventory, jobs, and invoices in a single location.

paid Free Trial $5.0 / Monthly (Use for 15 days for free then pay $5/user and above as per plan)

Intranet software with everything you need, built in.

Bonzai is an intranet platform with flexible pre-built features for SharePoint and Office 365.

LS Intranet is a corporate intranet that facilitates multiple employees collaborating on projects, and working in synergy.

Shelf is a transformational content sharing platform that helps teams and companies organize...

HostBill is a powerful and flexible, all-in-one automation, billing, client management and support platform for online businesses.

paid Free Trial $599.0 / One-off (Core HostBill Features, 10 provisioning module, 10 support cases)

Bizstim is an all-in-one tool for scheduling, billing, invoicing, client management, finances and more. Perfect for tutoring companies, SAT/ACT preparation companies, therapists, legal services, driving schools or any service-based business.

freemium $39.99 / Monthly (Small Business Plan: Unlimited clients)

On-premises, enterprise collaboration solution for documents, emails, calendars and more.

Intranet solution for small to large businesses.

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

freemium $49.0 / Monthly (Per User)

Polaris PSA by Replicon is the world’s first self-driving professional services automation platform, that offers services organizations real-time data and insights to keep projects, resources, and finances on track.

paid Free Trial $29.0 / Monthly (Per User)

Zendo allows you to sell productized, subscription and custom services. Collaborate and collect payments. Create quotes and invoices. Eliminate multiple tools and enjoy the simplicity.

freemium $19.0 / Monthly (Per each seat)

Alfresco’s secure document management software brings content under control with powerful faceted search, smart folders, versioning & BPM workflow capabilities. Find out more.

Work easier and boost your revenue and profits with Kirmada. This is how Workspaces are *meant* to be! Efficient, time-tracked, socially integrated and shareable. All with no learning curve.

paid Free Trial £9.95 / Monthly (Per User. Ask for multi-user discounts.)

Jackrabbit Class is the Dance Studio Industry’s most responsive, reliable, and robust class management software. This software helps studio owners improve gymnastics, dance, swim, cheer, music and childcare gyms.

Free Trial

Oak Engage is a digital workplace for enterprises that need to communicate with their workforce. Connect your teams. Engage your people.