Best AI tools for< Manage Client Records >
20 - AI tool Sites
Upheal
Upheal is an AI-powered platform designed to assist mental health professionals with progress notes, treatment plans, session analytics, and scheduling. It leverages AI technology to automate note-taking, provide insights into client sessions, and streamline clinical workflows, allowing therapists to focus more on their clients and less on administrative tasks.
Recordme-Client
Recordme-Client is a web application designed to provide automated services for accounting processes. Users can access their accounts, fetch data, and manage their credentials securely. The application offers a seamless experience for users to streamline their accounting tasks efficiently.
AKASA
AKASA is a healthcare revenue cycle management company that uses generative AI (GenAI) to improve the revenue cycle for healthcare providers. AKASA's GenAI-powered platform and solutions help healthcare providers reduce denials, improve margins, and increase revenue. AKASA's platform includes solutions for authorization management, claim status, and claim attachment. AKASA's GenAI is trained on clinical and financial data and is optimized for healthcare. AKASA's clients include over 475 hospitals and 6,500 outpatient facilities across all 50 states.
Bliro
Bliro is an AI assistant designed for meetings, offering transcription and AI note-taking services to help users collect important information. It works across all meeting tools, both online and in-person, without the need for bots. Bliro ensures privacy compliance by not recording audio or video, with data processing and hosting on European servers. The tool integrates seamlessly with CRM systems, Slack, and Confluence, providing users with accurate meeting summaries and insights. Bliro is highly praised by customers for its efficiency, organization, and ability to improve customer experience through optimized conversation tracking.
BetterFriendAI
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.
Single Grain
Single Grain is a full-service digital marketing agency focused on driving innovative marketing for great companies. They specialize in services such as SEO, programmatic SEO, content marketing, paid advertising, CRO, and performance creative. With a team of highly specialized marketing experts, Single Grain helps clients increase revenue, lower CAC, and achieve their business goals through data-driven strategies and constant optimization. They have a proven track record of delivering impressive results for their clients, including significant increases in organic traffic, conversion rates, revenue growth, and more.
Coherent Solutions
Coherent Solutions is a custom software development and engineering company that offers a range of services including digital product engineering, artificial intelligence, data and analytics, mobile development, DevOps and cloud, quality assurance, Salesforce, and product design and UX. They work collaboratively and transparently with clients to deliver successful projects. The company values set the standard for all decisions, and they have a strong focus on understanding and meeting the business needs of their clients. Coherent Solutions has a strong track record of success in various industries and is known for empowering business success through global expertise and industry-specific product engineering consulting services.
PWI
PWI is a company that specializes in eco-friendly product development and sustainable consumer products. They offer supply chain management and product development services to help innovators bring their ideas to life. With a focus on reducing plastic waste and promoting eco-friendly alternatives, PWI aims to create a plastic-free future through innovative packaging solutions. The company has a strong track record of working with referred clients and is dedicated to sustainable supply chain management. PWI provides services such as new product development, sourcing of components, and contract manufacturing, all tailored to meet the unique needs of each project. They also offer free consultancy services to help individuals with sustainable product ideas get started on the right foot.
Apro Software
Apro Software is a custom software development company that specializes in AI, web, and mobile applications. They offer a range of services, including software development, consulting, and training. Apro Software has a team of experienced developers and engineers who are passionate about creating innovative and effective software solutions. They have a proven track record of success, and their clients include some of the world's leading companies.
Gideon Legal
Gideon Legal is an automated intake and document automation software designed to help law firms manage client journeys from contact to contract and intake to eSign. It uses bots, built-in integrations, and no-code technology to maximize revenue and streamline operations by automating client workflows.
Timworks
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.
SmartPlate
SmartPlate is an AI-powered application designed to simplify meal planning for nutritionists, dietitians, and health practitioners. The platform generates personalized meal plans based on individual client preferences and dietary restrictions, allowing users to save time and focus on providing tailored nutrition advice. With features like client management, meal plan generation, and 24/7 AI support, SmartPlate aims to streamline the meal planning process, increase profitability, and save time for health professionals.
Gavel
Gavel is a legal document automation and intake software designed for legal professionals. It offers a range of features to help lawyers and law firms automate tasks, streamline workflows, and improve efficiency. Gavel's AI-enabled onboarding process, Blueprint, streamlines the onboarding process without accessing any client data. The software also includes features such as secure client collaboration, integrated payments, and custom workflow creation. Gavel is suitable for legal professionals of all sizes and practice areas, from solo practitioners to large firms.
SimplyConvert
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.
LaunchPal
LaunchPal is an AI-powered marketing tool designed to streamline and enhance the marketing workflow for individuals, agencies, and enterprises. It enables users to train AI on new brands in minutes, deliver results quickly, manage clients efficiently, and improve content delivery over time. LaunchPal offers features such as effortless setup, content engine, client portal, pricing plans tailored for different user needs, and a user-friendly interface for a seamless experience.
Manatal
Manatal is an AI Recruitment Software designed to streamline the hiring processes for HR teams, recruitment agencies, and headhunters. It offers features such as candidate sourcing from various channels, applicant tracking system, recruitment CRM, candidate enrichment, AI recommendations, collaboration tools, reports & analytics, branded career page creation, support & assistance, data privacy compliance, and more. The platform provides customizable pipelines, AI-powered recommendations, candidate profile enrichment, mobile application access, and onboarding & placement management. Manatal aims to transform recruitment by leveraging AI technology to source and hire candidates faster and more efficiently.
AutoNotes
AutoNotes is a leading healthcare AI Progress Note tool that offers AI-powered clinical documentation templates for generating SOAP Notes, DAP Notes, Treatment Plans, and more. It provides a user-friendly interface for therapists and healthcare professionals to create detailed and customizable clinical notes efficiently. With features like summarizing sessions, editing and downloading notes, and simple pricing plans, AutoNotes aims to streamline the documentation process in healthcare settings. The platform also offers advanced features like template customization, secure document storage, and dictation for voice-to-text conversion. Users can benefit from the platform's customization options, seamless integration with workflows, and responsive customer support.
Kira Systems
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.
Omni Engage
Omni Engage is a powerful omnichannel communications software designed to help businesses create meaningful and personalized interactions with their customers. It allows businesses to connect with their audience across multiple channels, including email, social media, and voice, and deliver a consistent and memorable experience for every customer. Omni Engage simplifies customer engagement with its Unified Inbox, which enables agents to handle requests from all channels seamlessly and efficiently. It also offers AI automation with Omni Automate, which streamlines customer interactions by automating routine inquiries and providing rapid response times. With its robust reporting and analytics capabilities, Omni Engage empowers supervisors to measure engagement and performance across all channels, identify areas for improvement, and drive success.
Beebzi.AI
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.
20 - Open Source AI Tools
pinecone-ts-client
The official Node.js client for Pinecone, written in TypeScript. This client library provides a high-level interface for interacting with the Pinecone vector database service. With this client, you can create and manage indexes, upsert and query vector data, and perform other operations related to vector search and retrieval. The client is designed to be easy to use and provides a consistent and idiomatic experience for Node.js developers. It supports all the features and functionality of the Pinecone API, making it a comprehensive solution for building vector-powered applications in Node.js.
redis-vl-python
The Python Redis Vector Library (RedisVL) is a tailor-made client for AI applications leveraging Redis. It enhances applications with Redis' speed, flexibility, and reliability, incorporating capabilities like vector-based semantic search, full-text search, and geo-spatial search. The library bridges the gap between the emerging AI-native developer ecosystem and the capabilities of Redis by providing a lightweight, elegant, and intuitive interface. It abstracts the features of Redis into a grammar that is more aligned to the needs of today's AI/ML Engineers or Data Scientists.
redisvl
Redis Vector Library (RedisVL) is a Python client library for building AI applications on top of Redis. It provides a high-level interface for managing vector indexes, performing vector search, and integrating with popular embedding models and providers. RedisVL is designed to make it easy for developers to build and deploy AI applications that leverage the speed, flexibility, and reliability of Redis.
humanlayer
HumanLayer is a Python toolkit designed to enable AI agents to interact with humans in tool-based and asynchronous workflows. By incorporating humans-in-the-loop, agentic tools can access more powerful and meaningful tasks. The toolkit provides features like requiring human approval for function calls, human as a tool for contacting humans, omni-channel contact capabilities, granular routing, and support for various LLMs and orchestration frameworks. HumanLayer aims to ensure human oversight of high-stakes function calls, making AI agents more reliable and safe in executing impactful tasks.
argilla
Argilla is a collaboration platform for AI engineers and domain experts that require high-quality outputs, full data ownership, and overall efficiency. It helps users improve AI output quality through data quality, take control of their data and models, and improve efficiency by quickly iterating on the right data and models. Argilla is an open-source community-driven project that provides tools for achieving and maintaining high-quality data standards, with a focus on NLP and LLMs. It is used by AI teams from companies like the Red Cross, Loris.ai, and Prolific to improve the quality and efficiency of AI projects.
free-for-life
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
swarms
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.
amazon-transcribe-live-call-analytics
The Amazon Transcribe Live Call Analytics (LCA) with Agent Assist Sample Solution is designed to help contact centers assess and optimize caller experiences in real time. It leverages Amazon machine learning services like Amazon Transcribe, Amazon Comprehend, and Amazon SageMaker to transcribe and extract insights from contact center audio. The solution provides real-time supervisor and agent assist features, integrates with existing contact centers, and offers a scalable, cost-effective approach to improve customer interactions. The end-to-end architecture includes features like live call transcription, call summarization, AI-powered agent assistance, and real-time analytics. The solution is event-driven, ensuring low latency and seamless processing flow from ingested speech to live webpage updates.
SunoApi
SunoAPI is an unofficial client for Suno AI, built on Python and Streamlit. It supports functions like generating music and obtaining music information. Users can set up multiple account information to be saved for use. The tool also features built-in maintenance and activation functions for tokens, eliminating concerns about token expiration. It supports multiple languages and allows users to upload pictures for generating songs based on image content analysis.
reductstore
ReductStore is a high-performance time series database designed for storing and managing large amounts of unstructured blob data. It offers features such as real-time querying, batching data, and HTTP(S) API for edge computing, computer vision, and IoT applications. The database ensures data integrity, implements retention policies, and provides efficient data access, making it a cost-effective solution for applications requiring unstructured data storage and access at specific time intervals.
AIlice
AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.
bytedesk
Bytedesk is an AI-powered customer service and team instant messaging tool that offers features like enterprise instant messaging, online customer service, large model AI assistant, and local area network file transfer. It supports multi-level organizational structure, role management, permission management, chat record management, seating workbench, work order system, seat management, data dashboard, manual knowledge base, skill group management, real-time monitoring, announcements, sensitive words, CRM, report function, and integrated customer service workbench services. The tool is designed for team use with easy configuration throughout the company, and it allows file transfer across platforms using WiFi/hotspots without the need for internet connection.
embodied-agents
Embodied Agents is a toolkit for integrating large multi-modal models into existing robot stacks with just a few lines of code. It provides consistency, reliability, scalability, and is configurable to any observation and action space. The toolkit is designed to reduce complexities involved in setting up inference endpoints, converting between different model formats, and collecting/storing datasets. It aims to facilitate data collection and sharing among roboticists by providing Python-first abstractions that are modular, extensible, and applicable to a wide range of tasks. The toolkit supports asynchronous and remote thread-safe agent execution for maximal responsiveness and scalability, and is compatible with various APIs like HuggingFace Spaces, Datasets, Gymnasium Spaces, Ollama, and OpenAI. It also offers automatic dataset recording and optional uploads to the HuggingFace hub.
OpenAdapt
OpenAdapt is an open-source software adapter between Large Multimodal Models (LMMs) and traditional desktop and web Graphical User Interfaces (GUIs). It aims to automate repetitive GUI workflows by leveraging the power of LMMs. OpenAdapt records user input and screenshots, converts them into tokenized format, and generates synthetic input via transformer model completions. It also analyzes recordings to generate task trees and replay synthetic input to complete tasks. OpenAdapt is model agnostic and generates prompts automatically by learning from human demonstration, ensuring that agents are grounded in existing processes and mitigating hallucinations. It works with all types of desktop GUIs, including virtualized and web, and is open source under the MIT license.
airbroke
Airbroke is an open-source error catcher tool designed for modern web applications. It provides a PostgreSQL-based backend with an Airbrake-compatible HTTP collector endpoint and a React-based frontend for error management. The tool focuses on simplicity, maintaining a small database footprint even under heavy data ingestion. Users can ask AI about issues, replay HTTP exceptions, and save/manage bookmarks for important occurrences. Airbroke supports multiple OAuth providers for secure user authentication and offers occurrence charts for better insights into error occurrences. The tool can be deployed in various ways, including building from source, using Docker images, deploying on Vercel, Render.com, Kubernetes with Helm, or Docker Compose. It requires Node.js, PostgreSQL, and specific system resources for deployment.
agentops
AgentOps is a toolkit for evaluating and developing robust and reliable AI agents. It provides benchmarks, observability, and replay analytics to help developers build better agents. AgentOps is open beta and can be signed up for here. Key features of AgentOps include: - Session replays in 3 lines of code: Initialize the AgentOps client and automatically get analytics on every LLM call. - Time travel debugging: (coming soon!) - Agent Arena: (coming soon!) - Callback handlers: AgentOps works seamlessly with applications built using Langchain and LlamaIndex.
clarifai-python
The Clarifai Python SDK offers a comprehensive set of tools to integrate Clarifai's AI platform to leverage computer vision capabilities like classification , detection ,segementation and natural language capabilities like classification , summarisation , generation , Q&A ,etc into your applications. With just a few lines of code, you can leverage cutting-edge artificial intelligence to unlock valuable insights from visual and textual content.
20 - OpenAI Gpts
Client Relations Advisor
Strengthens business relationships through client interaction and feedback analysis.
Account Executive
Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.
Agency Growth Expert
Expert in agency growth, focusing on strategic advice for scaling and client acquisition.
Clinic Counselor and Psychotherapist Assistant
Assists professionals with psychotherapy cases and treatment plans
Abogado Digital
Soy un profesor de derecho digital que busca acercar a los abogados al fascinante mundo de la tecnología.
VetMarketingGuru
Dynamic veterinary marketing assistant with tailored advice and updates.
Account Management Advisor
Drives client retention, renewals, upsells and client satisfaction.
Account Management Advisor
Supports business growth by maintaining strong client relationships.
Siemens BF
Expert on Siemens Active Workspace and Rich Application Client, guiding based on specific documentation.
Himanshu Jain
Engineering Director | Delivery Management, and Client Engagement | Bridging the Gap Between Technology and Business Goals
👑 Data Privacy for Freelancers & Independents 👑
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.
Assistant to Fitness & Personal Trainers
Assistant to Fitness & Personal Trainers, skilled in client management and fitness education (Version 2.0)
👑 Data Privacy for Architecture & Construction 👑
Architecture and Construction Firms handle sensitive project data, client information, and architectural plans, necessitating strict data privacy measures.
BookkeeperGPT
BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.
Real Estate Pro
A real estate expert aiding in listings, market analysis, and client communication.
Coach Therapy Guide
Guiding you in business & mental health with compassion and expertise.
inPro Assistant
A guide for professionals becoming consultants, specializing in service offerings and pricing strategies.