Best AI tools for< Track Client Interactions >
20 - AI tool Sites
MiClient.ai
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.
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.
Upheal
Upheal is an AI therapy notes application designed for therapists, psychiatrists, and coaches to streamline the process of creating progress notes, treatment plans, and session analytics. It offers comprehensive client plans, integrations with third-party tools, and scheduling features to enhance workflow efficiency. Upheal's AI technology helps professionals save time and stay more present during sessions, ultimately improving the quality of their work and life. The application supports various therapy formats, client types, languages, and progress notes templates, making it a versatile tool for mental health professionals worldwide.
SearchCandy
SearchCandy is a Generative AI-powered search and analytics tool designed for e-commerce businesses. It helps businesses understand their customers better, boost conversions, and gain valuable insights. The platform offers easy integration with popular data integrations like Azure, Google Cloud, and AWS, as well as API clients such as Node.js, Python, and .NET. With SearchCandy, businesses can connect their data, test data retrieval using conversational prompts, easily integrate into their e-commerce store, track customer conversions, and benefit from affordable pricing.
Foodzilla
Foodzilla is a meal planning and nutrition coaching software designed for professionals. It offers a range of features to help nutritionists, dietitians, and other healthcare professionals create personalized meal plans for their clients, track their progress, and provide ongoing support. Foodzilla's key features include a recipe builder, meal planner, mobile app for clients, secure messaging, nutrition reports, team collaboration, and grocery lists. The software is designed to be user-friendly and efficient, allowing professionals to save time and focus on providing high-quality care to their clients.
TruePrep
TruePrep is an AI software designed for tax accounting firms and CPAs to streamline tax planning, projections, and research processes. The AI Assistant within TruePrep helps accountants and financial advisors to quickly identify clients affected by tax changes, create tax projections, and answer complex tax questions in real time. By leveraging AI technology, TruePrep aims to save time, increase accuracy, and improve revenue generation for tax professionals.
Mailfluid
Mailfluid is an AI-powered email prospecting tool that helps users find their next client in seconds. It offers accurate leads, personalized outreach, and fresh email addresses, contact names, and company insights. Users can build smarter email campaigns, track performance, and let AI handle the prospecting process. The tool scans vast amounts of data to ensure accurate and relevant contacts, gathers real-time web data, validates emails, and provides downloadable lists for easy integration. Additionally, it generates unique, AI-driven messages for each recipient and offers performance analytics to track campaign metrics in real-time.
ProgressMagic
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.
Timely
Timely.com is an AI-powered time tracking software designed to help businesses automate time tracking, bill clients accurately, and focus on important tasks. It offers features such as automatic time tracking, memory tracker, timesheets, project dashboard, and billable rates. Timely is trusted by thousands of users in various industries and provides actionable insights to maximize margins, optimize utilization, and drive profitability. The application is known for its accuracy, efficiency, and user-friendly interface.
Timely
Timely is an AI-powered time tracking software designed to automate time tracking, bill clients accurately, and enhance productivity. It offers features such as automatic time tracking, memory tracker, timesheets, project dashboard, and efficient task management. Timely is trusted by thousands of users across various industries to provide accurate time data for informed decision-making and improved business operations.
Timely
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.
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.
Clockk
Clockk is an AI-powered time tracking tool designed for professionals to easily and accurately track their time spent on client projects. It eliminates the need for manual timers and time sheets by automatically tracking work in the background. Clockk helps users bill accurately, work the way they want to, plan for business growth, and integrate with their tech stack seamlessly. It offers a user-friendly experience with full control over data visibility and aims to make time tracking more efficient and enjoyable.
Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.
Canopy
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.
LexEdge
LexEdge is an AI-powered legal practice management solution that revolutionizes how legal professionals handle their responsibilities. It offers advanced features like case tracking, client communications, AI chatbot assistance, document automation, task management, and detailed reporting and analytics. LexEdge enhances productivity, accuracy, and client satisfaction by leveraging technologies such as AI, large language models (LLM), retrieval-augmented generation (RAG), fine-tuning, and custom model training. It caters to solo practitioners, small and large law firms, and corporate legal departments, providing tailored solutions to meet their unique needs.
Yogger
Yogger is a video analysis and AI movement assessment tool that empowers coaches, trainers, physical therapists, and athletes to gather precise movement data for performance enhancement, recovery optimization, and injury risk reduction. The software solutions offered by Yogger enable users to analyze movement, critique form, and visualize joint tracking with the help of AI technology. With Yogger, users can streamline client evaluations through automated movement screenings, delivering objective scores and data in just 60 seconds. The tool provides a versatile suite of features for any sport or activity, all accessible from a mobile device.
Scopey
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.
AllRize
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.
20 - Open Source AI Tools
LLMstudio
LLMstudio by TensorOps is a platform that offers prompt engineering tools for accessing models from providers like OpenAI, VertexAI, and Bedrock. It provides features such as Python Client Gateway, Prompt Editing UI, History Management, and Context Limit Adaptability. Users can track past runs, log costs and latency, and export history to CSV. The tool also supports automatic switching to larger-context models when needed. Coming soon features include side-by-side comparison of LLMs, automated testing, API key administration, project organization, and resilience against rate limits. LLMstudio aims to streamline prompt engineering, provide execution history tracking, and enable effortless data export, offering an evolving environment for teams to experiment with advanced language models.
parlant
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.
gptel
GPTel is a simple Large Language Model chat client for Emacs, with support for multiple models and backends. It's async and fast, streams responses, and interacts with LLMs from anywhere in Emacs. LLM responses are in Markdown or Org markup. Supports conversations and multiple independent sessions. Chats can be saved as regular Markdown/Org/Text files and resumed later. You can go back and edit your previous prompts or LLM responses when continuing a conversation. These will be fed back to the model. Don't like gptel's workflow? Use it to create your own for any supported model/backend with a simple API.
slack-bot
The Slack Bot is a tool designed to enhance the workflow of development teams by integrating with Jenkins, GitHub, GitLab, and Jira. It allows for custom commands, macros, crons, and project-specific commands to be implemented easily. Users can interact with the bot through Slack messages, execute commands, and monitor job progress. The bot supports features like starting and monitoring Jenkins jobs, tracking pull requests, querying Jira information, creating buttons for interactions, generating images with DALL-E, playing quiz games, checking weather, defining custom commands, and more. Configuration is managed via YAML files, allowing users to set up credentials for external services, define custom commands, schedule cron jobs, and configure VCS systems like Bitbucket for automated branch lookup in Jenkins triggers.
mahilo
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.
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.
awesome-langchain
LangChain is an amazing framework to get LLM projects done in a matter of no time, and the ecosystem is growing fast. Here is an attempt to keep track of the initiatives around LangChain. Subscribe to the newsletter to stay informed about the Awesome LangChain. We send a couple of emails per month about the articles, videos, projects, and tools that grabbed our attention Contributions welcome. Add links through pull requests or create an issue to start a discussion. Please read the contribution guidelines before contributing.
openlit
OpenLIT is an OpenTelemetry-native GenAI and LLM Application Observability tool. It's designed to make the integration process of observability into GenAI projects as easy as pie – literally, with just **a single line of code**. Whether you're working with popular LLM Libraries such as OpenAI and HuggingFace or leveraging vector databases like ChromaDB, OpenLIT ensures your applications are monitored seamlessly, providing critical insights to improve performance and reliability.
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
julep
Julep is an advanced platform for creating stateful and functional AI apps powered by large language models. It offers features like statefulness by design, automatic function calling, production-ready deployment, cron-like asynchronous functions, 90+ built-in tools, and the ability to switch between different LLMs easily. Users can build AI applications without the need to write code for embedding, saving, and retrieving conversation history, and can connect to third-party applications using Composio. Julep simplifies the process of getting started with AI apps, whether they are conversational, functional, or agentic.
thecodersgig
TheCodersGig is an AI-powered open-source social network platform for developers, facilitating seamless connection and collaboration. It features an integrated utility marketplace for creating plugins easily, automating backend development with scalable code. The user-friendly interface supports API integration, data models, databases, authentication, and authorization. The platform's architecture includes frontend, backend, AI services, database, marketplace, security, and DevOps layers, enabling customization and diverse integrations. Key components encompass technologies like React.js, Node.js, Python-based AI frameworks, SQL/NoSQL databases, payment gateways, security protocols, and DevOps tools for automation and scalability.
AiTreasureBox
AiTreasureBox is a versatile AI tool that provides a collection of pre-trained models and algorithms for various machine learning tasks. It simplifies the process of implementing AI solutions by offering ready-to-use components that can be easily integrated into projects. With AiTreasureBox, users can quickly prototype and deploy AI applications without the need for extensive knowledge in machine learning or deep learning. The tool covers a wide range of tasks such as image classification, text generation, sentiment analysis, object detection, and more. It is designed to be user-friendly and accessible to both beginners and experienced developers, making AI development more efficient and accessible to a wider audience.
llmware
LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.
Awesome-Code-LLM
Analyze the following text from a github repository (name and readme text at end) . Then, generate a JSON object with the following keys and provide the corresponding information for each key, in lowercase letters: 'description' (detailed description of the repo, must be less than 400 words,Ensure that no line breaks and quotation marks.),'for_jobs' (List 5 jobs suitable for this tool,in lowercase letters), 'ai_keywords' (keywords of the tool,user may use those keyword to find the tool,in lowercase letters), 'for_tasks' (list of 5 specific tasks user can use this tool to do,in lowercase letters), 'answer' (in english languages)
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.
AITreasureBox
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.
MedLLMsPracticalGuide
This repository serves as a practical guide for Medical Large Language Models (Medical LLMs) and provides resources, surveys, and tools for building, fine-tuning, and utilizing LLMs in the medical domain. It covers a wide range of topics including pre-training, fine-tuning, downstream biomedical tasks, clinical applications, challenges, future directions, and more. The repository aims to provide insights into the opportunities and challenges of LLMs in medicine and serve as a practical resource for constructing effective medical LLMs.
20 - OpenAI Gpts
Account Management Advisor
Drives client retention, renewals, upsells and client satisfaction.
Assistant to Fitness & Personal Trainers
Assistant to Fitness & Personal Trainers, skilled in client management and fitness education (Version 2.0)
Mental Health Affairs Progress Note Assistant
Assists therapists in crafting session progress notes, with a focus on professionalism and confidentiality.
BookkeeperGPT
BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.
Agency Growth Expert
Expert in agency growth, focusing on strategic advice for scaling and client acquisition.
VetMarketingGuru
Dynamic veterinary marketing assistant with tailored advice and updates.
The Bitcoin Adviser
Expert in guiding clients through the Bitcoin Adviser's process, offering clear, detailed, and helpful support.
Winning Lawyer - More Time and Organization
Your virtual legal assistant for swift legal research and case management.
AgencyAi
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.
Time Tracker Visualizer (See Stats from Toggl)
I turn Toggl data into insightful visuals. Get your data from Settings (in Toggl Track) -> Data Export -> Export Time Entries. Ask for bonus analyses and plots :)
ScreenScope
Your TV/Film Companion. Keep track of plot developments and character arcs in your favourite TV shows and films, spoiler-free.
EcoTracker Pro 🌱📊
Track & analyze your carbon footprint with ease! EcoTracker Pro helps you make eco-friendly choices & reduce your impact. 🌎♻️
AI Calorie Counter and NutriGoal Tracker
by Medicinex.tech: Simply snap a photo of your meals or nutrition label, and AI will calculate the calories and nutrients in your food and track progress.