Best AI tools for< Manage Clients >

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.

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.

Handoff AI Estimating is an AI tool designed to help contractors and residential construction businesses automate their operations with the power of Artificial Intelligence. The application provides instant AI estimates, client management system, winning AI proposals, digital invoicing, and integration with top construction suppliers. Handoff aims to streamline the estimating process, improve accuracy, and accelerate business growth for remodelers, handymen, and fix and flip professionals.

B12 is an AI-powered website builder that helps businesses create professional websites quickly and easily. With B12, you can generate a website in seconds, complete with text, images, and client-facing tools. You can also use AI to generate drafts of new website content, blog posts, and email campaigns. B12 also offers a range of features to help you manage your business, including invoicing, scheduling, documents and eSignatures, and email marketing.

Fuddle is an AGI-powered nutrition platform designed for humanity. It provides professionals with a comprehensive set of tools to help them create personalized nutrition plans for their clients. Fuddle's features include a food database, recipe builder, meal planner, and progress tracker. The platform also offers a variety of resources and support to help professionals stay up-to-date on the latest nutrition science.

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.

Lexii.ai is an AI-powered article writer that helps businesses create SEO-ready content quickly and easily. With Lexii, you can generate finished articles in minutes, set a specific word count, and choose the tone and voice of your content. Lexii's articles are also plagiarism-free and optimized for Yoast SEO. In addition to its article writing capabilities, Lexii also offers agency workflow features to help teams manage multiple clients.

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.

StandardNodeAI is an AI application that offers end-to-end sales systems utilizing AI to help businesses scale without huge costs. It provides bespoke AI solutions, AI chat agents, and tools to optimize operations, streamline workflows, and automate tasks. The application also offers AI models to gain actionable insights, custom solutions to save time and increase revenue, and LLM's to improve work productivity. StandardNodeAI replaces manual staff timings with 24/7 customer support and lead qualification, making it easier for clients to manage leads effectively. The application aims to revolutionize businesses by harnessing the efficiency of AI and providing tailored solutions for startups and businesses.

Real Estate 7 is a premium Real Estate WordPress theme that offers a complete end-to-end solution for real estate websites and businesses. It includes features such as CRM, IDX, Valuations, and AI tools. The theme is designed to attract and convert more clients with engaging and modern website designs. Real Estate 7 has been serving the real estate tech niche since 2008, providing top-notch services to agents, brokers, and consultants worldwide.

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.

CueLab CRM is an AI-powered lead management and CRM app that helps businesses capture, contact, and manage leads from multiple sources, including WhatsApp, Facebook, LinkedIn, and IndiaMart. With its instant lead notifications, quick communication buttons, and lead caller ID pop-ups, CueLab CRM helps businesses streamline their lead management process and convert more leads into customers.

CaseGen is an AI communication platform designed exclusively for personal injury law firms. It offers an AI-powered phone intake agent and text messaging service that handles client interactions 24/7, capturing leads and delivering seamless, professional service. The platform helps law firms manage new intake calls, handle client inquiries, block unwanted sales calls, and more, ensuring no lead is missed outside office hours. CaseGen aims to revolutionize how law firms retain new clients and engage with key parties involved in the legal process by providing cost-effective, consistent, and scalable solutions.

HubSpot is an AI-powered platform that offers CRM, marketing, sales, customer service, and content management tools. It provides a unified platform optimized by AI, with features such as marketing automation, sales pipeline development, customer support, content creation, and data organization. HubSpot caters to businesses of all sizes, from startups to large enterprises, helping them generate leads, automate processes, and improve customer retention. The platform also offers a range of integrations and solutions tailored to different business needs.

Contra is a commission-free freelance platform that offers a new way to work by enabling users to build, manage, and grow their flexible workforce all in one place. With a talent network of over 800K freelancers and 20K+ teams, Contra empowers companies, agencies, and startups to access global independent experts, streamline flexible hiring processes, and handle tax reporting and compliance efficiently. The platform has been trusted by various professionals and businesses for its user-friendly interface, ease of finding suitable candidates, exceptional support, and full range of features for onboarding and paying freelancers.

Digital Analyst Team is an AI-powered digital media automation platform that offers a suite of services for digital agencies. The platform provides automation solutions for various digital media operations, including paid search, SEO, social media, website development, campaign management, workflow automation, marketing automation, analytics, and dashboards. With a focus on AI and machine learning capabilities, Digital Analyst Team aims to streamline and optimize digital media campaigns for agencies, allowing them to focus on strategic growth and client satisfaction. The platform also offers custom software development services and resources such as blogs, case studies, and contact information.

Datasparq is a specialist AI & data firm that designs, builds, and runs high-impact AI & data solutions. They help businesses at every stage of their AI journey, from value discovery to managing AI solutions. Datasparq combines data science, data engineering, product thinking, and design to deliver valuable, operational AI solutions quickly. Their focus is on creating AI tools that drive business improvements, efficiency, and effectiveness through data platforms, analytics, and machine learning.

CX Assist is an AI-powered email assistant designed to revolutionize your inbox by automating email responses using personalized, AI-driven technology. It allows you to upload your knowledge base, set personalized rules, and sit back while the AI assistant handles your inbound emails with precision and expertise. With features like training on your data, custom personas, Inbox Autopilot, custom check intervals, and auto-assign to a human, CX Assist streamlines email management for businesses of all sizes. The platform offers transparent pricing based on the number of emails answered per month, ensuring flexibility and scalability for users.

Localo is an AI-powered local SEO tool and software designed to enhance the visibility and rankings of businesses on Google. It offers a comprehensive set of features such as position tracking, task management, monitoring, audit, publication platform, statistics, citations, and more. With AI-driven tasks and tools, Localo helps businesses attract new customers in their area and improve their online presence. The tool is suitable for various industries and functions, providing specialized solutions to improve business profiles and online visibility.

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.

Envoy AI Gateway is an open source project that utilizes Envoy Gateway to manage request traffic from application clients to Generative AI services. The project aims to provide a seamless and efficient solution for handling communication between clients and AI services. It is designed to enhance the performance and scalability of AI applications by leveraging the capabilities of Envoy Gateway. The project welcomes contributions from the community and encourages collaboration to further develop and improve the functionality of the AI Gateway.

Pezzo is a fully cloud-native and open-source LLMOps platform that allows users to observe and monitor AI operations, troubleshoot issues, save costs and latency, collaborate, manage prompts, and deliver AI changes instantly. It supports various clients for prompt management, observability, and caching. Users can run the full Pezzo stack locally using Docker Compose, with prerequisites including Node.js 18+, Docker, and a GraphQL Language Feature Support VSCode Extension. Contributions are welcome, and the source code is available under the Apache 2.0 License.

IW5 Bot Warfare is a GSC mod for the PlutoniumIW5 project that adds playable AI to the multiplayer games of Modern Warfare 3. It features a Waypoint Editor for creating and modifying bot's waypoints, a customizable menu for editing bot DVARs, compatibility with other mods, AI clients that simulate real players, and various bot behaviors such as capturing objectives, using killstreaks, targeting equipment, and more. The mod aims to provide a comprehensive Combat Training experience for MW3 multiplayer games.

IW4 Bot Warfare is a GSC mod for IW4x that adds playable AI to the multiplayer games of Modern Warfare 2. It features a Waypoint Editor for creating and modifying bot's waypoints, a customizable menu for editing bot DVARs, compatibility with other mods, loading waypoints from CSV files, and AI clients that simulate real players in various game modes with realistic behaviors and abilities. The mod aims to enhance the multiplayer experience by providing a challenging and dynamic gameplay environment with intelligent bots that interact with the game world effectively.

AzureOpenAI-with-APIM is a repository that provides a one-button deploy solution for Azure API Management (APIM), Key Vault, and Log Analytics to work seamlessly with Azure OpenAI endpoints. It enables organizations to scale and manage their Azure OpenAI service efficiently by issuing subscription keys via APIM, delivering usage metrics, and implementing policies for access control and cost management. The repository offers detailed guidance on implementing APIM to enhance Azure OpenAI resiliency, scalability, performance, monitoring, and chargeback capabilities.

vnc-lm is a Discord bot designed for messaging with language models. Users can configure model parameters, branch conversations, and edit prompts to enhance responses. The bot supports various providers like OpenAI, Huggingface, and Cloudflare Workers AI. It integrates with ollama and LiteLLM, allowing users to access a wide range of language model APIs through a single interface. Users can manage models, switch between models, split long messages, and create conversation branches. LiteLLM integration enables support for OpenAI-compatible APIs and local LLM services. The bot requires Docker for installation and can be configured through environment variables. Troubleshooting tips are provided for common issues like context window problems, Discord API errors, and LiteLLM issues.

Helios is a powerful open-source tool for managing and monitoring your Kubernetes clusters. It provides a user-friendly interface to easily visualize and control your cluster resources, including pods, deployments, services, and more. With Helios, you can efficiently manage your containerized applications and ensure high availability and performance of your Kubernetes infrastructure.

AIStore is a lightweight object storage system designed for AI applications. It is highly scalable, reliable, and easy to use. AIStore can be deployed on any commodity hardware, and it can be used to store and manage large datasets for deep learning and other AI applications.

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.

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.

Parlant is a structured approach to building and guiding customer-facing AI agents. It allows developers to create and manage robust AI agents, providing specific feedback on agent behavior and helping understand user intentions better. With features like guidelines, glossary, coherence checks, dynamic context, and guided tool use, Parlant offers control over agent responses and behavior. Developer-friendly aspects include instant changes, Git integration, clean architecture, and type safety. It enables confident deployment with scalability, effective debugging, and validation before deployment. Parlant works with major LLM providers and offers client SDKs for Python and TypeScript. The tool facilitates natural customer interactions through asynchronous communication and provides a chat UI for testing new behaviors before deployment.

Instructor is a Python library that makes it a breeze to work with structured outputs from large language models (LLMs). Built on top of Pydantic, it provides a simple, transparent, and user-friendly API to manage validation, retries, and streaming responses. Get ready to supercharge your LLM workflows!

Palico AI is a tech stack designed for rapid iteration of LLM applications. It allows users to preview changes instantly, improve performance through experiments, debug issues with logs and tracing, deploy applications behind a REST API, and manage applications with a UI control panel. Users have complete flexibility in building their applications with Palico, integrating with various tools and libraries. The tool enables users to swap models, prompts, and logic easily using AppConfig. It also facilitates performance improvement through experiments and provides options for deploying applications to cloud providers or using managed hosting. Contributions to the project are welcomed, with easy ways to get involved by picking issues labeled as 'good first issue'.

Steel is an open-source browser API designed for AI agents and applications, simplifying the process of building live web agents and browser automation tools. It serves as a core building block for a production-ready, containerized browser sandbox with features like stealth capabilities, text-to-markdown session management, UI for session viewing/debugging, and full browser control through popular automation frameworks. Steel allows users to control, run, and manage a production-ready browser environment via a REST API, offering features such as full browser control, session management, proxy support, extension support, debugging tools, anti-detection mechanisms, resource management, and various browser tools. It aims to streamline complex browsing tasks programmatically, enabling users to focus on their AI applications while Steel handles the underlying complexity.

A curated list of awesome Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list focuses on production-ready and experimental servers extending AI capabilities through file access, database connections, API integrations, and other contextual services.

Supabase is an open source Firebase alternative that provides a wide range of features including a hosted Postgres database, authentication and authorization, auto-generated APIs, REST and GraphQL support, realtime subscriptions, functions, file storage, AI and vector/embeddings toolkit, and a dashboard. It aims to offer developers a Firebase-like experience using enterprise-grade open source tools.

Mahilo is a flexible framework for creating multi-agent systems that can interact with humans while sharing context internally. It allows developers to set up complex agent networks for various applications, from customer service to emergency response simulations. Agents can communicate with each other and with humans, making the system efficient by handling context from multiple agents and helping humans stay focused on specific problems. The system supports Realtime API for voice interactions, WebSocket-based communication, flexible communication patterns, session management, and easy agent definition.

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.

MCPHost is a CLI host application that enables Large Language Models (LLMs) to interact with external tools through the Model Context Protocol (MCP). It acts as a host in the MCP client-server architecture, allowing language models to access external tools and data sources, maintain consistent context across interactions, and execute commands safely. The tool supports interactive conversations with Claude 3.5 Sonnet and Ollama models, multiple concurrent MCP servers, dynamic tool discovery and integration, configurable server locations and arguments, and a consistent command interface across model types.

Burr is a Python library and UI that makes it easy to develop applications that make decisions based on state (chatbots, agents, simulations, etc...). Burr includes a UI that can track/monitor those decisions in real time.

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