Best CRM Software - Page 88

ClientDeck

Clientela Clinic

Clientela Clinic is a CRM built for clinics in Brazil. It brings the clinic's WhatsApp (official API), Instagram Direct and email into one shared inbox, uses an AI agent to answer patients and book appointments directly in the clinic's management system, tracks every patient in a pipeline from first contact to appointment, and shows which ad they came from (Google Ads, Meta Ads, tracked links or referrals). Native integrations with Clinicorp, Feegow and Amigo. With Clinicorp, appointments, visit status and treatment quotes move the patient through the pipeline automatically. WhatsApp campaigns bring inactive patients back. Built for dental, dermatology, aesthetic, physiotherapy and imaging clinics, from solo practices to multi-location groups. 15-day free trial.

Clientelec

Clientelo

Client Finch

ClientFinch is a UK-focused B2B lead discovery and website opportunity intelligence platform designed for SEO agencies, digital marketing professionals, web developers, and freelancers. **Discover Better Prospects. Identify Real Opportunities.** Traditional lead generation platforms often provide large lists of businesses without explaining why those companies might need your services. ClientFinch takes a different approach by combining UK business discovery, high-confidence website matching, and automated website analysis to help agencies identify potential clients based on evidence-backed improvement opportunities. **How ClientFinch Works** 1. Business Discovery Explore active UK businesses using structured company information. ClientFinch helps users research potential prospects across the UK market. 2. Verified Websites ClientFinch identifies company websites through a high-confidence matching process. The "Verified Websites" designation is used for records that meet the platform's website-matching criteria, helping users distinguish stronger matches from uncertain associations. 3. Automated Website Analysis The platform automatically analyses 500 websites every day, examining publicly accessible website information to identify potential SEO, performance, and usability issues. 4. Evidence-Backed Opportunities Instead of presenting generic leads, ClientFinch highlights specific website improvement opportunities that SEO specialists, web developers, and digital agencies may be able to address. 5. Prospect Research Explore company information, associated websites, and identified improvement opportunities in one platform, reducing the time spent on repetitive manual research. 6. Data Export CSV export functionality is available with the Pro subscription, allowing users to work with their data outside the platform. **Who Is ClientFinch For?** • SEO agencies and consultants • Digital marketing agencies • Web design and development companies • Freelancers offering digital services • Website optimization professionals • Business development teams targeting UK companies **What Makes ClientFinch Different?** ClientFinch focuses on connecting business discovery with identifiable service opportunities. Rather than relying exclusively on company directories, contact databases, or individual website auditing tools, ClientFinch brings these research activities together in a streamlined workflow. Its UK-first approach and continuously expanding opportunity database help users discover businesses with potential website improvement needs. **You Stay in Control** ClientFinch is a research and opportunity discovery platform, not an automated outreach service. Users independently evaluate findings, select prospects, and decide whether to contact businesses. The platform does not automatically send emails or guarantee customer acquisition. **Our Mission** Our mission is to help agencies and freelancers spend less time searching for potential clients and more time evaluating meaningful business opportunities. ClientFinch turns website analysis into actionable prospect research, making B2B client discovery more focused, transparent, and efficient. Discover your next opportunity at https://clientfinch.co.uk/

Clientfisher

Clientflow

Client Follow-up CRM

Client Follow-up CRM is a lightweight, offline client ledger for exporters, factory sales teams, trading companies and sourcing agents who juggle buyers from trade shows, Alibaba, Google outreach and referrals. It is simpler than a full CRM and tidier than a spreadsheet. Keep a profile for every client with company, country, contact person, WhatsApp/email, main products, source channel, core needs and notes, and mark each buyer as Potential, Interested or Converted. Record every contact in a follow-up log with the date, method (email, WhatsApp, phone, video call or visit) and what was discussed. Set a next follow-up date, and clients due today or overdue are highlighted and sorted to the top. Search by name, country or contact, filter by level, follow-up status and date range, and export one client's full history or your whole client list as a PDF. The interface and the PDF labels switch between English and Chinese. Nothing to install: it runs in your browser, and your client list stays on your own computer. Sold as a one-time purchase with a lifetime license (2 activations), no subscription. It does not send emails or messages for you, and there is no cloud sync or team sharing.

ClientFoyer

ClientFoyer is a client portal solution tailored for independent freelancers and boutique studios, designed to streamline client communication and project management. It addresses common challenges such as cluttered email chains and misplaced file attachments by providing secure, shareable project hubs. These hubs allow clients to access live project statuses, download deliverables, view invoices, and provide instant feedback through a single, simple link, eliminating the need for client logins. One of the standout features of ClientFoyer is the generation of unguessable secret links for each project. This ensures that clients can access their project information without the hassle of creating and remembering passwords. The platform supports the upload of various deliverables, including final assets, design mockups, contracts, and code archives, with a file size limit of up to 10MB per file. This centralized approach ensures that all project-related materials are easily accessible in one place. Client feedback is streamlined through a clean feedback stream, allowing clients to leave comments directly on the status timeline with their names attached. This reduces the friction associated with traditional email communications and ensures that feedback is actionable and organized. For freelancers and boutique studios, ClientFoyer offers a professional client management experience without the complexity often found in enterprise project management tools. It is particularly beneficial for photographers, designers, contractors, home service providers, consultants, and freelancers with retainer agreements. By consolidating project updates, files, and invoices into a single portal, ClientFoyer enhances transparency and efficiency in client interactions. The platform offers a free tier suitable for managing one client project at a time, with unlimited drafts and essential features. For those managing multiple concurrent clients, the Pro Freelancer Unlimited plan provides unlimited active projects, white-labeling options, and additional benefits such as a self-service Stripe Customer Portal and priority support. In summary, ClientFoyer simplifies the client management process for freelancers and boutique studios by offering a centralized, secure, and user-friendly portal that enhances communication, organization, and overall project transparency.

Clientisima

Clientlo

Clientlo is a browser-based WhatsApp CRM and case management tool for service teams of 3–30 staff. It helps businesses manage enquiries from one business WhatsApp number with named case owners, working-hours deadlines, follow-ups and outcomes. Managers can oversee assignments and transfer approvals. Teams can track document checklists and prepare versioned quotations with calculated totals and PDF output. Replies are handled by people. Product access and pricing are arranged through a demo at clientlo.com.

ClientMax

ClientMax is an all-in-one CRM and marketing automation platform designed to streamline business communications and lead management. It consolidates essential tools into a single dashboard, including 2-way SMS and email conversation handling, GMB and Facebook messaging, reputation management, and automated "missed-call text-back" workflows. ClientMax also features a full social media content planner, professional invoicing, and dynamic form building to help agencies and businesses drive measurable ROI.

ClientSync

ClientSync is an online booking app and client base that works inside Telegram, built for specialists who work on their own: nail, brow and lash artists, hairdressers, barbers, massage therapists, cosmetologists, psychologists, tutors and trainers. Clients book themselves through the specialist's link, right in Telegram. There is nothing to install and no account to create, for the specialist or the client. The bot confirms the booking and reminds the client about the visit. ClientSync is a Telegram Mini App together with a Telegram bot. It is a web app that opens inside Telegram, not a separate iOS or Android app, so there is nothing to download from an app store. What's included: - online booking via a personal link, with no limit on bookings; - reminders to clients in Telegram; - manual bookings for clients who call or write in Instagram; - client base with notes, visit history, no-show marks and a blacklist; - sync with Google Calendar and Apple Calendar; - analytics and export of all clients to Excel; - on the Pro plan: a waitlist (clients get a message when a slot frees up) and several services in one booking. Prices in your currency (hryvnia, złoty, euro, koruna and others), the schedule in your time zone, and clients in another time zone see the visit time in their own. Interface in 13 languages. Clients pay the specialist directly; ClientSync handles bookings, reminders and records. Pricing: every new specialist gets 30 days free, no card required. After the trial there are two plans: Base at 99 UAH per month (about $2.40) and Pro at 149 UAH per month (about $3.60). There is no free plan. The subscription is paid through Monobank. Made in Ukraine.

ClientSync

O Client Sync é uma plataforma de gestão de relacionamento com o cliente (CRM) e automação de marketing 360° projetada para centralizar operações comerciais de pequenas e médias empresas. A solução conecta canais de aquisição (Google Ads, Meta Ads e sites) a fluxos automatizados de WhatsApp, e-mail e SMS, organizando o funil de vendas e otimizando a conversão de leads em clientes.

Clientus

Clientus is an omnichannel CRM for sales and customer service teams that brings customer conversations, history, purchases, notes, tasks and context into one place. Teams can manage WhatsApp, Instagram, Facebook and TikTok conversations, automate workflows, track follow-ups and access a complete Customer 360 profile without paying per user. Clientus also makes customer context available to AI tools such as ChatGPT, Claude and Codex through MCP, API and webhooks, allowing teams and AI agents to work with the same customer information. Clientus is designed for businesses that manage customer relationships through messaging and need a single place to understand each customer, coordinate their team and automate follow-up.