Best AI tools for< Manage Client Accounts >

Postiz is an all-in-one social media management tool designed to streamline content creation, scheduling, and analytics for individuals, businesses, and agencies. It offers features such as seamless scheduling, AI content assistant, team collaboration, marketplace exposure, and comprehensive analytics. Postiz supports various social media channels and provides tools for post scheduling, content creation, and audience engagement. Users can manage multiple client accounts, analyze data, and optimize their social media strategy from one platform. The platform aims to enhance workflow efficiency and effectiveness in social media planning.

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.

SiteRecon is an AI-powered mapping tool designed for landscapers, offering features such as automated takeoffs, site condition reports, job plans, account management, and enhancement proposals. It helps landscapers streamline their sales process, improve productivity, and enhance client relations by providing accurate measurements, detailed site audits, and work reports. SiteRecon aims to revolutionize the landscaping industry by leveraging AI technology to simplify property mapping, estimate generation, and job management, ultimately leading to increased efficiency and profitability for landscaping businesses.

Vendasta is a full-stack growth platform that provides agencies with the tools and resources they need to scale their businesses and help their clients succeed. With Vendasta, agencies can offer a wide range of services to their clients, including marketing automation, project management, sales and CRM, workflow automations, and more. Vendasta also offers a marketplace where agencies can resell products and services from other vendors, as well as a white-label client portal that allows clients to manage their own accounts and access all of the services that their agency offers.

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.

Scopey is an AI-powered scope management tool designed to help businesses manage shifting client demands and prevent scope creep. It offers real-time tracking of project changes, detailed scopes of work creation, seamless integration with team workflows, and upselling opportunities. Scopey aims to save time, increase revenue, ensure transparency, stop scope creep, and boost project success effortlessly.

Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance productivity and efficiency. It helps in managing client requests, customer onboarding, and information intake, allowing firms to double their bandwidth without the need for additional headcount. The platform leverages AI technology to streamline workflows, reduce manual tasks, and improve client interactions, ultimately leading to increased profitability and client satisfaction.

Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.

Beebzi.AI is an all-in-one AI content creation platform that offers a wide array of tools for generating various types of content such as articles, blogs, emails, images, voiceovers, and more. The platform utilizes advanced AI technology and behavioral science to empower businesses and individuals in their marketing and sales endeavors. With features like AI Article Wizard, AI Room Designer, AI Landing Page Generator, and AI Code Generation, Beebzi.AI revolutionizes content creation by providing customizable templates, multiple language support, and real-time data insights. The platform also offers various subscription plans tailored for individual entrepreneurs, teams, and businesses, with flexible pricing models based on word count allocations. Beebzi.AI aims to streamline content creation processes, enhance productivity, and drive organic traffic through SEO-optimized content.

Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.

Timely is an AI-powered automatic time tracking solution designed for consultancies, agencies, and software companies. It helps users automate time tracking, bill clients accurately, and focus on important tasks. With features like memory tracking, timesheets, project dashboard, and task management, Timely streamlines workflow and enhances team collaboration. The application offers benefits such as 100% accurate time data, optimized utilization, and improved margins. However, manual time tracking can lead to inaccurate data, lost efficiency, and employee dissatisfaction. Timely's AI technology eliminates manual input, provides comprehensive reporting, and ensures team-wide transparency, making time tracking and reporting pain-free.

Botkeeper is an AI-powered bookkeeping platform designed specifically for accounting firms. It automates manual and time-consuming bookkeeping tasks using machine learning and workflow tools, allowing accounting professionals to save time, increase efficiency, and focus on serving their clients. With features like Smart Connect, Transaction Manager, Auto Bank Rec, and more, Botkeeper offers a comprehensive solution to streamline bookkeeping processes. The platform is built to be secure, scalable, and user-friendly, providing a seamless experience for accounting firms of all sizes.

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.

Tango is an automated platform for managing contracts, billing, and payments, designed for small and medium professional services practices and consultancies. It streamlines client management, automates payment collection, and offers easy payment options for clients. Tango helps businesses save time by automating billing processes and ensuring transparent contracts with key terms highlighted. The platform is trusted by over 600 practices, studios, and agencies, with 5-star ratings on G2Crowd.

Smartlead is an AI-powered cold email outreach tool designed to help businesses scale their outreach efforts seamlessly. With features like unlimited mailboxes, email warmups, multi-channel infrastructure, and a unified master inbox, Smartlead empowers users to manage their entire revenue cycle in one place. The platform offers powerful APIs, automation, and white labeling options to build long-lasting relationships with clients and boost email deliverability. Smartlead caters to lead generation agencies, marketing agencies, sales leaders, recruiters, and more, providing versatile solutions for a variety of industries.

MiClient.ai is an AI-powered Sales automation SaaS that offers a Lead Management System Software to streamline the deal closure process for businesses. It provides a comprehensive CRM software with CPQ capabilities, enabling users to manage their pipeline, create deals, send proposals, co-review deals with customers, and close contracts with e-signatures. MiClient.ai aims to boost sales efficiency by automating client interactions, speeding up proposal sending, eliminating quoting errors, and maximizing revenue through intelligent pricing strategies.

Sensible Proforma is a free team invoicing software that offers a comprehensive solution for managing invoices, quotes, receipts, stock, sales, inventory, customer management, and taxes. The software provides cutting-edge tools to streamline organization and enhance productivity, such as simultaneous quotes, price quote history, smart product organization, sales tracking, quick quote-to-invoice conversion, client overview, client records, and sales & tax insights. It is suitable for various businesses including shops, restaurants, bars, laundries, pharmacies, taxi services, and more. Sensible Proforma offers a free plan with limited documents per day and various paid unlimited plans for companies with different needs.

Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.

AllRize is a legal practice management software designed to streamline operations, enhance efficiency, and improve profitability for modern law firms. It offers a comprehensive solution built on Microsoft 365 platform, integrating CRM, marketing, matter management, and accounting. AllRize aims to provide total transparency, visibility, and control to law firms, helping them make informed business decisions and stay competitive in the legal market.

BeC is an AI-powered email management tool that revolutionizes the way users handle their inbox. By automatically organizing emails based on priority levels and providing personalized notifications, BeC helps users save time and stay focused. The tool integrates directly with existing email providers and clients, supporting multiple languages. With features like automatic email classification, priority-based notifications, and integration with various email services, BeC offers a seamless and efficient email management experience.

RLAMA is a powerful AI-driven question-answering tool that seamlessly integrates with local Ollama models. It enables users to create, manage, and interact with Retrieval-Augmented Generation (RAG) systems tailored to their documentation needs. RLAMA follows a clean architecture pattern with clear separation of concerns, focusing on lightweight and portable RAG capabilities with minimal dependencies. The tool processes documents, generates embeddings, stores RAG systems locally, and provides contextually-informed responses to user queries. Supported document formats include text, code, and various document types, with troubleshooting steps available for common issues like Ollama accessibility, text extraction problems, and relevance of answers.

Riona-AI-Agent is a versatile AI chatbot designed to assist users in various tasks. It utilizes natural language processing and machine learning algorithms to understand user queries and provide accurate responses. The chatbot can be integrated into websites, applications, and messaging platforms to enhance user experience and streamline communication. With its customizable features and easy deployment, Riona-AI-Agent is suitable for businesses, developers, and individuals looking to automate customer support, provide information, and engage with users in a conversational manner.

Awesome Algorand is a curated list of resources related to the Algorand Blockchain, including official resources, wallets, blockchain explorers, portfolio trackers, learning resources, development tools, DeFi platforms, nodes & consensus participation, subscription management, security auditing services, blockchain bridges, oracles, name services, community resources, Algorand Request for Comments, metrics and analytics services, decentralized voting tools, and NFT marketplaces. The repository provides a comprehensive collection of tools, tutorials, protocols, and platforms for developers, users, and enthusiasts interested in the Algorand ecosystem.

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.

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

A curated list of Generative AI projects, tools, artworks, and models

Gemini-API is a reverse-engineered asynchronous Python wrapper for Google Gemini web app (formerly Bard). It provides features like persistent cookies, ImageFx support, extension support, classified outputs, official flavor, and asynchronous operation. The tool allows users to generate contents from text or images, have conversations across multiple turns, retrieve images in response, generate images with ImageFx, save images to local files, use Gemini extensions, check and switch reply candidates, and control log level.

AIAvatarKit is a tool for building AI-based conversational avatars quickly. It supports various platforms like VRChat and cluster, along with real-world devices. The tool is extensible, allowing unlimited capabilities based on user needs. It requires VOICEVOX API, Google or Azure Speech Services API keys, and Python 3.10. Users can start conversations out of the box and enjoy seamless interactions with the avatars.

EXIF Photo Blog is a full-stack photo blog application built with Next.js, Vercel, and Postgres. It features built-in authentication, photo upload with EXIF extraction, photo organization by tag, infinite scroll, light/dark mode, automatic OG image generation, a CMD-K menu with photo search, experimental support for AI-generated descriptions, and support for Fujifilm simulations. The application is easy to deploy to Vercel with just a few clicks and can be customized with a variety of environment variables.

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.

Deepgram JavaScript SDK. Power your apps with world-class speech and Language AI models.

AITreasureBox is a comprehensive collection of AI tools and resources designed to simplify and accelerate the development of AI projects. It provides a wide range of pre-trained models, datasets, and utilities that can be easily integrated into various AI applications. With AITreasureBox, developers can quickly prototype, test, and deploy AI solutions without having to build everything from scratch. Whether you are working on computer vision, natural language processing, or reinforcement learning projects, AITreasureBox has something to offer for everyone. The repository is regularly updated with new tools and resources to keep up with the latest advancements in the field of artificial intelligence.

Kohaku-NAI is a simple Novel-AI client with utilities like a generation server, saving images automatically, account pool, and an auth system. It also includes a standalone client, a DC bot based on the generation server, and a stable-diffusion-webui extension. Users can use it to generate images with NAI API within sd-webui, as a standalone client, gen server, or DC bot. The project aims to add features like QoS system, better client, random prompts, and fetch account info in the future.

Numerapi is a Python client to the Numerai API that allows users to automatically download and upload data for the Numerai machine learning competition. It provides functionalities for downloading training data, uploading predictions, and accessing user, submission, and competitions information for both the main competition and Numerai Signals competition. Users can interact with the API using Python modules or command line interface. Tokens are required for certain actions like uploading predictions or staking, which can be obtained from Numer.ai account settings. The tool also supports features like checking new rounds, getting leaderboards, and managing stakes.

aiograpi is an asynchronous Instagram API wrapper for Python that allows users to interact with various Instagram functionalities such as retrieving public data of users, posts, stories, followers, and following users, managing proxy servers and challenge resolver, login by different methods, managing messages and threads, downloading and uploading various types of content, working with insights, likes, comments, and more. It is designed for testing or research purposes rather than production business use.

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

Drives client retention, renewals, upsells and client satisfaction.

Supports business growth by maintaining strong client relationships.

Strengthens business relationships through client interaction and feedback analysis.

BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.

I'm a marketing fox offering startup-friendly strategies to reach clients.

A sales specialist AI for customized client solutions.

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

If you are running an Agency, use this AI. It will answer you based on some books and podcast which I have used over the year. Also I uploaded some articles I have written for agency.

Assists in efficient tax planning and compliance.

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

Assists professionals with psychotherapy cases and treatment plans

Soy un profesor de derecho digital que busca acercar a los abogados al fascinante mundo de la tecnología.

Dynamic veterinary marketing assistant with tailored advice and updates.

Expert on Siemens Active Workspace and Rich Application Client, guiding based on specific documentation.

Engineering Director | Delivery Management, and Client Engagement | Bridging the Gap Between Technology and Business Goals

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.

Guides freelancers in enhancing skills and client acquisition.

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