# AI tools for “Client Management Software”

743 matching tools; showing 24, ranked by relevance.

| # | Tool Name | Monthly Visits | MoM Growth Rate | Pricing Model | Summary | Why it matched | Profile (Markdown) |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 1 | [Client Hub](https://openaitools.app/tool/clienthub-app) | 77,025 | -2.5% | Free Trial, Paid | Practice management and client portal for accounting firms | keywords 100%; semantic match | [.md](https://openaitools.app/tool/clienthub-app.md) |
| 2 | [Intapp](https://openaitools.app/tool/intapp) | 220,730 | +13.6% | Contact for Pricing | Applied AI and deal software for professional and financial services firms | keywords 100%; semantic match | [.md](https://openaitools.app/tool/intapp.md) |
| 3 | [Recruit CRM](https://openaitools.app/tool/recruit-crm) | 729,799 | -7.8% | Contact for Pricing | AI-powered ATS + CRM that runs the entire recruitment desk in one place | keywords 100%; semantic match | [.md](https://openaitools.app/tool/recruit-crm.md) |
| 4 | [Inflowave](https://openaitools.app/tool/inflowave) | 49,787 | -16.2% | Free Trial, Paid, Contact for Pricing | The AI-native CRM marketing agencies run their clients on | keywords 100%; semantic match | [.md](https://openaitools.app/tool/inflowave.md) |
| 5 | [Vendasta](https://openaitools.app/tool/vendasta-com) | 166,436 | -13.1% | Contact for Pricing | An AI workforce platform that helps agencies and local partners serve SMB clients at scale | keywords 100%; semantic match | [.md](https://openaitools.app/tool/vendasta-com.md) |
| 6 | [Onboard](https://openaitools.app/tool/onboard-io) | 10,376 | -12.7% | Free Trial, Paid | Run every client implementation on one shared, transparent system | keywords 100%; semantic match | [.md](https://openaitools.app/tool/onboard-io.md) |
| 7 | [Rytr](https://openaitools.app/tool/rytr) | 140,787 | -22.8% | Freemium | An AI assistant that remembers your relationships and writes in your voice | keywords 100%; semantic match | [.md](https://openaitools.app/tool/rytr.md) |
| 8 | [Retainr.io](https://openaitools.app/tool/retainr-io-v2) | 3,556 | +40.2% | Free Trial, Paid | Package your expertise, sell with one link and turn client work into recurring revenue | keywords 100%; semantic match | [.md](https://openaitools.app/tool/retainr-io-v2.md) |
| 9 | [MyCoach Ai](https://openaitools.app/tool/mycoachai-com) | 15,959 | +47.2% | Free Trial, Paid | One branded app for nutrition, training and client check-ins | keywords 100%; semantic match | [.md](https://openaitools.app/tool/mycoachai-com.md) |
| 10 | [Hubflo](https://openaitools.app/tool/hubflo) | 10,273 | -6.3% | Free Trial, Paid | Client portal and workflow automation platform for service businesses | keywords 100%; semantic match | [.md](https://openaitools.app/tool/hubflo.md) |
| 11 | [Kaizan](https://openaitools.app/tool/kaizan) | 15,959 | -49.2% | Free Trial, Paid, Contact for Pricing | AI client intelligence that protects and grows client revenue | keywords 100%; semantic match | [.md](https://openaitools.app/tool/kaizan.md) |
| 12 | [Dispute Panda](https://openaitools.app/tool/disputepanda-com) | 9,437 | -13.9% | Freemium, Free Trial, Paid | AI credit repair software that runs your whole CRO business | keywords 100%; semantic match | [.md](https://openaitools.app/tool/disputepanda-com.md) |
| 13 | [PetsApp](https://openaitools.app/tool/petsapp-com) | 48,130 | -10.2% | Contact for Pricing | Client communication and engagement for veterinary practices | keywords 100%; semantic match | [.md](https://openaitools.app/tool/petsapp-com.md) |
| 14 | [Serif](https://openaitools.app/tool/serif) | 131,023 | +3.4% | Free Trial, Paid, Contact for Pricing | AI agents that run your email and document work | keywords 100%; semantic match | [.md](https://openaitools.app/tool/serif.md) |
| 15 | [Brevo](https://openaitools.app/tool/brevo) | 6,527,382 | +5.8% | Freemium | All-in-one customer platform for email, SMS, CRM, and automation | semantic match | [.md](https://openaitools.app/tool/brevo.md) |
| 16 | [Vibly](https://openaitools.app/tool/vibly) | 10,092 | -8.6% | Free Trial, Paid | Run your entire coaching practice on one HIPAA-compliant platform | keywords 100%; semantic match | [.md](https://openaitools.app/tool/vibly.md) |
| 17 | [Chatbox](https://openaitools.app/tool/chatbox) | 567,170 | -16.1% | Freemium | One privacy-first AI client for GPT, Claude, Gemini and more | keywords 70%; semantic match | [.md](https://openaitools.app/tool/chatbox.md) |
| 18 | [Attio](https://openaitools.app/tool/attio) | 1,652,928 | -4.2% | Free Trial, Contact for Pricing | The AI-native CRM for agentic revenue teams | semantic match | [.md](https://openaitools.app/tool/attio.md) |
| 19 | [MonoDesk](https://openaitools.app/tool/monodesk) | 9,764 | -32.2% | Free | Win the work, run it, keep clients in the loop, get paid — in one calm workspace | keywords 100%; semantic match | [.md](https://openaitools.app/tool/monodesk.md) |
| 20 | [Filevine (LOIS)](https://openaitools.app/tool/demandsai) | 1,132,201 | +16.2% | Contact for Pricing | Legal AI and case management that runs across every matter in your firm. | semantic match | [.md](https://openaitools.app/tool/demandsai.md) |
| 21 | [Missive](https://openaitools.app/tool/missive) | 631,353 | +0.2% | Free Trial, Paid | Collaborative inbox and email management for teams | keywords 100% | [.md](https://openaitools.app/tool/missive.md) |
| 22 | [JIFFYAI](https://openaitools.app/tool/jiffy-ai) | 6,060 | +13.3% | Contact for Pricing | AI client engagement and intelligent automation for wealth management | keywords 100%; semantic match | [.md](https://openaitools.app/tool/jiffy-ai.md) |
| 23 | [Zocks](https://openaitools.app/tool/zocks) | 392,807 | +26.4% | Free Trial, Contact for Pricing | AI meeting and client intelligence for financial advisors | keywords 100% | [.md](https://openaitools.app/tool/zocks.md) |
| 24 | [Jump](https://openaitools.app/tool/jump-ai) | 553,230 | +33.1% | Free Trial, Paid, Contact for Pricing | Compliant AI assistant for financial advisors | keywords 100% | [.md](https://openaitools.app/tool/jump-ai.md) |

Page 1 of 31 · [Next page →](https://openaitools.app/index.md?q=Client+Management+Software&page=2)

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Source: https://openaitools.app/?q=Client%20Management%20Software

More Markdown: [Categories](https://openaitools.app/categories.md) · [Traffic rankings](https://openaitools.app/rankings.md) · [llms.txt](https://openaitools.app/llms.txt)
