# ClientPro AI Reviews
**Vendor:** ClientPro AI  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About ClientPro AI
The Most Trusted All-in-one Solution for Small Businesses Delivering Customer Relationship Management and AI Automation




## ClientPro AI Reviews
  ### 1. Best CRM for small businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roger B. | Dispositions Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2023

**What do you like best about ClientPro AI?**

I like how everything is together in one spot and the AI integration and how it automates everything from getting google reviews to responding to your clients for you

**What do you dislike about ClientPro AI?**

AI is new so there's some bugs but when it's setup right it book's appointments and everything for you so not much to dislike it's a great software for real estate, investing, mortgage, plumbing and any service based business

**What problems is ClientPro AI solving and how is that benefiting you?**

Automating things for me and it has a website builder too with blogs and funnels. And if your building a community it has a kajabi like course builder built inside and automated your email sequences to



- [View ClientPro AI pricing details and edition comparison](https://www.g2.com/products/clientpro-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+23%3A02%3A10+-0500&secure%5Bsession_id%5D=44a58f96-f6f6-454e-9d46-60780b82a95e&secure%5Btoken%5D=f2ba3b42edb787f277a7e284f618338d66c51a1176fe078270c3c30b6a68bd58&format=llm_user)

## ClientPro AI Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

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