Best AI tools for< Client Relationship Manager >

Retainr is an all-in-one agency management software powered by AI, designed to help creative agencies and freelancers streamline their operations. It offers a comprehensive suite of features including file storage, client management, payments, tasks assignment, help desk, project delivery, and referrals. The platform aims to elevate agency identity by providing white-label features, custom sign-up experiences, and transparent pricing. Retainr simplifies client management from onboarding to service delivery, offers valuable insights into agency performance, and integrates with various tools for streamlined workflows. It enables agencies to scale their services, increase profitability, and enhance client experience through automation and collaboration tools.

Intail AI is a relationship-driven growth AI tool that leverages organizational collective networks to fuel scalable business growth. It helps dealmakers find new market opportunities by focusing on meaningful relationships. The tool provides client relationship intelligence, prioritizes contacts, and enables scalable and repeatable processes driven by the collective organizational network.

Kaizan is an all-in-one AI platform that helps businesses measure client sentiment, increase client coverage, and optimize productivity. It uses AI to analyze client communication and identify the root causes affecting clients from renewing and scaling. Kaizan also provides AI-generated client development plans that help businesses close more deals and increase revenue.

CCX AI is a smart Client Relationship Management tool that leverages artificial intelligence to transform customer interactions. It offers features such as call, chat, personalized engagement, voice & video conferencing, SMS, mail, innovative dashboard, real-time analytics, screen sharing, call forwarding, CRM integration, and more. CCX AI empowers businesses to streamline workflows, drive efficiency, and scale confidently with its AI-powered customer communication solutions. The platform provides real-time insights, smart automation, sentiment analysis, conversational AI, predictive analytics, and workflow automation to enhance customer engagement and satisfaction across multiple channels.

Bizware AI is an all-in-one AI-powered platform designed to help businesses automate their sales and marketing processes, attract and close more customers, and build long-lasting client relationships on autopilot. The platform offers a wide range of features such as social media management, website chat widget, forms & surveys, automated nurture sequences, email & SMS marketing, phone system & autodialer, CRM & sales pipeline management, invoicing & payments, review & reputation management, and reporting & analytics. Bizware AI aims to streamline sales, generate more leads, build brand reputation, impress existing customers, and automate various tasks to help businesses grow efficiently.

Vindey is an industry-leading AI-powered CRM platform designed for property management and sales solutions. It offers real-time smart suggestions, automation features, and intelligent sales automation to transform customer experiences. Vindey handles the entire sales pipeline, from lead qualification to deal closing, while providing personalized interactions and seamless lead management. The platform also offers AI-powered payment insights, workflow automation, and tailored solutions for various industries, such as sales, healthcare, real estate, education, and manufacturing.

Kira Systems is a machine learning contract search, review, and analysis software that helps businesses identify, extract, and analyze content in their contracts and documents. It uses patented machine learning technology to extract concepts and data points with high efficiency and accuracy. Kira also has built-in intelligence that streamlines the contract review process with out-of-the-box smart fields. Businesses can also create their own smart fields to find specific data points using Kira's no-code machine learning tool. Kira's adaptive workflows allow businesses to organize, track, and export results. Kira has a partner ecosystem that allows businesses to transform how teams work with their contracts.

Timworks is an all-in-one client support and team management app for online businesses and clients. It offers a range of features to help businesses streamline their customer support operations, including secure audit trails, unlimited client seats, and integrations with popular accounting and productivity tools. Timworks also includes a built-in AI assistant, TIMi, which can answer customer queries and questions, saving businesses time and resources.

Quant-Tek.AI is a premier provider of conversational artificial intelligence tools, empowering businesses with human-like voice AI solutions. Their mission is to revolutionize the way businesses interact with customers by providing intelligent solutions that automate communication and enhance customer experience. They aim to drive efficiency, improve customer satisfaction, and foster growth through cutting-edge AI technology. Quant-Tek.AI values innovation, excellence, integrity, and collaboration in their pursuit of AI innovation and shaping the future of business communication.

Mesha is an AI-powered accounts receivable software solution that automates invoice follow-up processes. It offers powerful tools to streamline billing, automate payments, and enhance client communication. Mesha's AI capabilities, led by Marcus, help businesses save time, improve cash flow, and boost productivity. With features like client response tracking, automated email reminders, and white-label client portals, Mesha simplifies invoicing tasks and enhances the overall client experience.

BetterFriendAI is an AI-powered assistant that helps users record, summarize, and remember key points from conversations. It transcribes voice notes, provides clear summaries, suggests follow-up questions, and identifies connections that energize the user. It is designed to assist busy entrepreneurs in staying organized and building valuable networks.

Mindreader is an AI application that enhances client communication by leveraging personality AI. It helps users engage with client personalities better through quizzes, linguistics, and physiognomy. The application ensures success during client research and background analysis by combining psychology, biology, and AI. Mindreader's personality AI minimizes misunderstandings with key decision makers and guarantees effective client communication. It offers a proven profiling framework to identify clients' preferred communication styles, enabling users to build strong relationships effortlessly.

Supermoon is an AI-powered E-Commerce & Customer Service Communication Management Software that simplifies customer support by leveraging the power of AI. It offers features such as Shared Inbox, Live Chat, Smart Contact Form, Omnichannel Inbox, AI Customization, Shopify integration, Team Chat, and CRM capabilities. Supermoon's AI assistant provides automatic reply suggestions, message summaries, sentiment analysis, and personalized responses to customer inquiries, enhancing customer service efficiency and satisfaction.

Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.

Ravyn is an AI-powered sales tool that helps businesses capture insights, build stronger relationships with clients, and close deals faster. It offers features such as automatic insight capture, enhanced relationship management, advanced segmentation, sales personalization, and productivity tools. Ravyn integrates with popular CRMs and can be accessed via a Chrome extension for added convenience.

QRev is an AI-powered sales tool designed to revolutionize the sales process by automating mundane tasks and allowing salespeople to focus on closing deals. It offers features such as researching prospects, scaling outreach, competitive research, and personalized email campaigns. QRev aims to save time and increase efficiency for sales teams, providing modern CRM capabilities and insights into sales calls. With QRev, users can access leads from a massive database, run research 24/7, and personalize campaign sequences at scale.

DonorSearch is a platform that provides donor prospect research and data solutions for nonprofits. Since 2007, it has been a trusted partner for thousands of organizations, offering AI-enhanced fundraising solutions. DonorSearch helps organizations make better decisions in donor cultivation, ensures data security, and provides custom AI models tailored to each client's unique needs. The platform offers various solutions such as prospect research, wealth screening, and capital campaigns, supported by a resource library and professional services.

Vendasta is an AI-powered platform that helps digital agencies scale their business and assist clients in succeeding. It offers a full-stack platform with features like Snapshot Report for personalized needs assessment, Project Management for tracking and executing projects, Workflow Automations for optimizing productivity, CRM for managing customer relationships, Marketing Automation for generating leads, and Payments for invoicing clients. Vendasta also provides a Marketplace to grow revenue, Brandable Client Portal for client management, and AI-Assisted Web Chat for capturing leads. The platform caters to various industries and roles, offering solutions for B2B companies, web agencies, SEO agencies, advertising agencies, MSP & VAR, SaaS, social media agencies, creative agencies, franchises, and publishers.

SimplyConvert is an award-winning legal tech platform designed to streamline client intake processes, manage client relationships, and enhance case management for law firms. Founded by a mass tort lawyer and developed by legal specialists and programmers, SimplyConvert automates various aspects of the legal workflow, from client intake to case resolution, providing real-time analysis and insights. The platform offers features such as an automated client intake chatbot, a feature-rich CRM, referral management tools, client portal, reporting dashboard, and data management capabilities.

ProgressMagic is the ultimate practice management tool powered by AI, designed to streamline client management, scheduling, and engagement tracking. It offers tailored exercises, gamified patient experiences, and AI-based note-taking and homework generation. The application aims to revolutionize the way therapists and coaches interact with clients, providing seamless communication, personalized guidance, and efficient progress tracking. With features like automated follow-up alerts, custom marketing websites, and a companion mobile app, ProgressMagic enhances client relationships and boosts practice growth.

Upsonic offers a cutting-edge enterprise-ready framework for orchestrating LLM calls, agents, and computer use to complete tasks cost-effectively. It provides reliable systems, scalability, and a task-oriented structure for real-world cases. Key features include production-ready scalability, task-centric design, MCP server support, tool-calling server, computer use integration, and easy addition of custom tools. The framework supports client-server architecture and allows seamless deployment on AWS, GCP, or locally using Docker.

TrustGraph is a tool that deploys private GraphRAG pipelines to build a RDF style knowledge graph from data, enabling accurate and secure `RAG` requests compatible with cloud LLMs and open-source SLMs. It showcases the reliability and efficiencies of GraphRAG algorithms, capturing contextual language flags missed in conventional RAG approaches. The tool offers features like PDF decoding, text chunking, inference of various LMs, RDF-aligned Knowledge Graph extraction, and more. TrustGraph is designed to be modular, supporting multiple Language Models and environments, with a plug'n'play architecture for easy customization.

The Artificial Intelligence Controller Interface (AICI) lets you build Controllers that constrain and direct output of a Large Language Model (LLM) in real time. Controllers are flexible programs capable of implementing constrained decoding, dynamic editing of prompts and generated text, and coordinating execution across multiple, parallel generations. Controllers incorporate custom logic during the token-by-token decoding and maintain state during an LLM request. This allows diverse Controller strategies, from programmatic or query-based decoding to multi-agent conversations to execute efficiently in tight integration with the LLM itself.

Cosdata is a cutting-edge AI data platform designed to power the next generation search pipelines. It features immutability, version control, and excels in semantic search, structured knowledge graphs, hybrid search capabilities, real-time search at scale, and ML pipeline integration. The platform is customizable, scalable, efficient, enterprise-grade, easy to use, and can manage multi-modal data. It offers high performance, indexing, low latency, and high requests per second. Cosdata is designed to meet the demands of modern search applications, empowering businesses to harness the full potential of their data.

hongbomiao.com is a personal research and development (R&D) lab that facilitates the sharing of knowledge. The repository covers a wide range of topics including web development, mobile development, desktop applications, API servers, cloud native technologies, data processing, machine learning, computer vision, embedded systems, simulation, database management, data cleaning, data orchestration, testing, ops, authentication, authorization, security, system tools, reverse engineering, Ethereum, hardware, network, guidelines, design, bots, and more. It provides detailed information on various tools, frameworks, libraries, and platforms used in these domains.

Awesome MCP Servers is a curated list of Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list includes production-ready and experimental servers that extend AI capabilities through file access, database connections, API integrations, and other contextual services.

ATLAS (Adaptive Task & Logic Automation System) is a high-performance Model Context Protocol server designed for LLMs to manage complex task hierarchies. Built with TypeScript, it features ACID-compliant storage, efficient task tracking, and intelligent template management. ATLAS provides LLM Agents task management through a clean, flexible tool interface. The server implements the Model Context Protocol (MCP) for standardized communication between LLMs and external systems, offering hierarchical task organization, task state management, smart templates, enterprise features, and performance optimization.

ESP-AI provides a complete AI conversation solution for your development board, including IAT+LLM+TTS integration solutions for ESP32 series development boards. It can be injected into projects without affecting existing ones. By providing keys from platforms like iFlytek, Jiling, and local services, you can run the services without worrying about interactions between services or between development boards and services. The project's server-side code is based on Node.js, and the hardware code is based on Arduino IDE.

Mem0 is a tool that provides a smart, self-improving memory layer for Large Language Models, enabling personalized AI experiences across applications. It offers persistent memory for users, sessions, and agents, self-improving personalization, a simple API for easy integration, and cross-platform consistency. Users can store memories, retrieve memories, search for related memories, update memories, get the history of a memory, and delete memories using Mem0. It is designed to enhance AI experiences by enabling long-term memory storage and retrieval.

LLM App Stack, also known as Emerging Architectures for LLM Applications, is a comprehensive list of available tools, projects, and vendors at each layer of the LLM app stack. It covers various categories such as Data Pipelines, Embedding Models, Vector Databases, Playgrounds, Orchestrators, APIs/Plugins, LLM Caches, Logging/Monitoring/Eval, Validators, LLM APIs (proprietary and open source), App Hosting Platforms, Cloud Providers, and Opinionated Clouds. The repository aims to provide a detailed overview of tools and projects for building, deploying, and maintaining enterprise data solutions, AI models, and applications.

**Promptulate** is an AI Agent application development framework crafted by **Cogit Lab** , which offers developers an extremely concise and efficient way to build Agent applications through a Pythonic development paradigm. The core philosophy of Promptulate is to borrow and integrate the wisdom of the open-source community, incorporating the highlights of various development frameworks to lower the barrier to entry and unify the consensus among developers. With Promptulate, you can manipulate components like LLM, Agent, Tool, RAG, etc., with the most succinct code, as most tasks can be easily completed with just a few lines of code. 🚀

Zep is a long-term memory service for AI Assistant apps. With Zep, you can provide AI assistants with the ability to recall past conversations, no matter how distant, while also reducing hallucinations, latency, and cost. Zep persists and recalls chat histories, and automatically generates summaries and other artifacts from these chat histories. It also embeds messages and summaries, enabling you to search Zep for relevant context from past conversations. Zep does all of this asyncronously, ensuring these operations don't impact your user's chat experience. Data is persisted to database, allowing you to scale out when growth demands. Zep also provides a simple, easy to use abstraction for document vector search called Document Collections. This is designed to complement Zep's core memory features, but is not designed to be a general purpose vector database. Zep allows you to be more intentional about constructing your prompt: 1. automatically adding a few recent messages, with the number customized for your app; 2. a summary of recent conversations prior to the messages above; 3. and/or contextually relevant summaries or messages surfaced from the entire chat session. 4. and/or relevant Business data from Zep Document Collections.

A massive list including a huge amount of products and services that are completely free! ⭐ Star on GitHub • 🤝 Contribute # Table of Contents * APIs, Data & ML * Artificial Intelligence * BaaS * Code Editors * Code Generation * DNS * Databases * Design & UI * Domains * Email * Font * For Students * Forms * Linux Distributions * Messaging & Streaming * PaaS * Payments & Billing * SSL

Experts.js is a tool that simplifies the creation and deployment of OpenAI's Assistants, allowing users to link them together as Tools to create a Panel of Experts system with expanded memory and attention to detail. It leverages the new Assistants API from OpenAI, which offers advanced features such as referencing attached files & images as knowledge sources, supporting instructions up to 256,000 characters, integrating with 128 tools, and utilizing the Vector Store API for efficient file search. Experts.js introduces Assistants as Tools, enabling the creation of Multi AI Agent Systems where each Tool is an LLM-backed Assistant that can take on specialized roles or fulfill complex tasks.

Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.

Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

Supports business growth by maintaining strong client relationships.

Drives client retention, renewals, upsells and client satisfaction.

Strengthens business relationships through client interaction and feedback analysis.

Expert in agency growth, focusing on strategic advice for scaling and client acquisition.

Dynamic veterinary marketing assistant with tailored advice and updates.

Advanced GPT for LinkedIn Sales Navigator user, offering personalized sales advice.

Client outreach specialist for Instagram.

Expert in corporate gifts, providing informative and suitable gift ideas.

Guiding clients through Leadeth's LinkedIn services and strategies.

Legal assistant specializing in complex visa cases.

I simulate realistic interactions with design clients, offering diverse scenarios and feedback.

Aide à la définitions des besoins des clients pour leur chantier de chape fluide.

Freelancers and Independent Consultants, individuals in these roles often handle client data, project specifics, and personal contact information, requiring them to be vigilant about data privacy.

Adapts to each client's unique ad campaign needs.

Helps you build an OpenAI Assistant Client

Expert Growth Hacker using Reforge methods for client strategy

Guides freelancers in enhancing skills and client acquisition.

A sales specialist AI for customized client solutions.

Assistant to Fitness & Personal Trainers, skilled in client management and fitness education (Version 2.0)