Search results for OpenClient

Closby is a Brazilian sales CRM for teams that sell through relationships. It pairs a drag-and-drop Kanban pipeline with labels, per-client history, and AI-written follow-ups (the rep just reviews and sends) so no deal goes cold for lack of a nudge. Its main edge is pricing: while most CRMs charge per user and get pricier with every seat, Closby charges one flat price for the whole team. Fully in Brazilian Portuguese, billing in BRL via Stripe, data hosted in Brazil, and LGPD-compliant.

Allbound360 is a LinkedIn automation platform that combines inbound presence-building and outbound outreach in a single suite. Most LinkedIn tools do one or the other. Content schedulers help you post. Outreach tools help you send. Running both means paying for two products, managing two workflows, and hoping the audience your content attracts is the same audience your campaigns are reaching. Allbound360 was built to close that gap — attract the right buyers, then reach them, from one platform. Inbound: build presence that makes outreach land Allbound360 learns your brand voice and writes LinkedIn posts that sound like you — not like AI. It formats and schedules them, maintains a consistent daily presence, and captures the leads that engage with your content. Instead of showing up as a cold stranger in someone's inbox, your profile is already familiar to them. Outbound: run outreach at scale, safely Launch multi-step campaigns with connection requests and automated messaging, manage every reply in a unified inbox, and run unlimited sender accounts on one flat price rather than paying per seat. Built-in sending limits and account-safety controls keep activity within safe ranges. Who uses Allbound360: Agencies: run unlimited client LinkedIn accounts on one flat price, with content, outreach, account safety, and per-client reporting in one dashboard. Sales teams: book more meetings with multi-step sequences running safely across every rep. Founders: founder-led growth without the hours; Allbound360 posts in your voice and runs outreach for you. GTM teams: align demand gen and outreach into one motion with a shared ICP, CRM and Clay sync, and unified reporting. Key capabilities: Brand-voice AI post creation, formatting, and scheduling Automated connection requests and LinkedIn messaging Multi-step outbound campaigns and sequences Unlimited sender accounts on flat pricing Unified inbox for all replies across accounts Account safety controls and sending limits Lead capture from inbound engagement CRM and Clay integrations Campaign and per-client reporting Allbound360 is part of GoZen, an AI-powered marketing, sales, and support suite. It is an independent product and is not affiliated with or endorsed by LinkedIn.

Timix.AI is a time-tracking and billing platform for services businesses that bill clients for time — IT services, law firms, consultancies, agencies, and accounting firms. It combines hierarchical time tracking (Customer → Project → Task → SubTask) with dual cost/bill rates and per-client margin reporting, budgets with soft and hard limits, and three billing models (Time & Materials, Fixed Price, Overhead). Built-in timesheet approvals, utilization and capacity reporting, client invoicing, and an AI assistant round it out. Timix.AI is also the first time-tracking tool with an official MCP server, so teams can run it from Claude, ChatGPT, or Cursor.

Ignitr ERP is a fully white-labeled, enterprise-grade ERP and CRM platform delivered as per-client isolated instances under your own brand. Each customer gets a dedicated subdomain and database, ensuring data sovereignty, compliance and performance. Deep, turnkey integrations with Webflow lead capture, n8n workflow automation, Twilio voice/SMS and the OpenAI API let you build end-to-end sales, operations and support processes without writing custom code. Whether you host on Ignitr Cloud, in your private cloud or on-prem, our templated deployment pipeline spins up new customers or features in minutes—so you can focus on growing your business, not managing infrastructure.

ChaseDesk cuts the document chase out of month-end close. Instead of sending 20 follow-up emails per client, bookkeepers send one magic upload link — clients upload without creating an account — and ChaseDesk's automatic reminders do the chasing until the per-client checklist is complete. A missing-items dashboard shows exactly which client owes which document across the whole book of business. Built for solo bookkeepers and small firms on QuickBooks and Xero, with client-list sync so nothing is retyped (integration in final development). Flat $19/mo solo · $39/mo firm — no per-document fees. Early access open. ChaseDesk is independent and not affiliated with or endorsed by Intuit or Xero.

Evoriqa is an AI customer-support platform that trains agents on your own knowledge base and deploys them across website chat, AI site search, WhatsApp, voice, Instagram, Messenger, SMS, Slack and email, with every conversation landing in a single unified inbox. The agent answers instantly, captures leads, books appointments through an in-chat calendar, and hands off to human agents when a conversation calls for one. Industry templates get new workspaces productive quickly. Agencies and consultancies can resell the platform white-label under their own branding and domain, with separate client workspaces, pooled credits and per-client caps. Free plan with no credit card required. Paid plans from $29/month; white-label reseller plans from $79/month.

PromptPulse is AI search visibility tracking for small businesses, brands, and marketing agencies. It asks ChatGPT, Claude, Perplexity, Gemini, and Google's AI Overviews and AI Mode the questions your buyers ask, then shows how often each engine recommends you versus your competitors, and why. Every prompt is sampled several times per run, so each score carries a margin of error and you can tell a real change from noise. The Fix-It Playbook names the exact pages and sources the engines cite for your competitors, so you know where to get listed to close each gap. Agencies get per-client workspaces, white-labeled reports, and share links. Plans start at $29.99/mo with a 14-day free trial.

Onboardly is an all-in-one onboarding and payroll-settlement platform built for hiring in Poland. New hires complete the entire process from their phone in 15 minutes: biometric identity verification (KYC), a personal-data questionnaire, ZUS social-security declarations, and a legally valid e-signature — no paper, no scanning, no manual re-keying. HR receives a ready e-file (e-teczka) and data prepared for export to any Polish payroll system. For staffing/outsourcing agencies and accounting bureaus, Onboardly also runs the full monthly cycle: one-click payroll lists, auto-generated contractor bills (rachunki), Elixir bank-transfer batches, per-client/per-project settlements, and one-click invoicing per end client via Saldeo or Fakturownia. It can even settle workers on behalf of another employer and invoice your clients' clients automatically. What makes Onboardly different: it's the only platform on the Polish market that closes the whole chain.

SocialForge is a Brazilian platform built for social media managers, from freelancers handling several clients to agencies with a team. Each client gets a workspace with briefing, visual identity, persona, files, content calendar, tasks, reports and history. Clients approve posts through a link, with no account needed, and approved content is published automatically to Instagram, Facebook, LinkedIn, Threads, TikTok and YouTube. AI uses each client's context to create carousels, brainstorm ideas and produce a 360 profile diagnosis. The business side is covered too, with a CRM, per-client finances, calendar and team tasks. Plans start at R$ 35 per month with unlimited clients, no lock-in and a 7-day free trial with no credit card. Data is stored in Brazil, in line with the LGPD. Interface and support in Brazilian Portuguese.

RECOVMAX is a workspace for professionals who manage accounts receivable for several companies at once — office managers, freelance administrative assistants, outsourced/part-time CFOs and small accounting firms. Each client's portfolio stays strictly separate: a dedicated frame per client (interest regime, bank details, history, reminders), fully isolated. It computes late-payment penalties under the correct regime (B2B or consumer), includes the statutory €40 recovery indemnity, runs a controlled amicable reminder sequence, generates formal notices of default, and produces a per-client report. Every action is time-stamped in an audit trail. The positioning is strictly amicable: RECOVMAX acts on the creditor's mandate, payment always goes to the end client's own bank account, and it never acts as a collection agency. It is compatible with France's 2026 e-invoicing reform, working on the payment stage between the "Approved" status and actual collection.

Posttico is a social media management platform that streamlines scheduling, engagement, and analytics across Instagram, Facebook, X, LinkedIn, TikTok, YouTube, Pinterest, Threads, Bluesky, and Google Business Profile. Its composer customizes content per network with platform-specific caption overrides and media (image, video, carousel), plus a bulk upload flow for scheduling in batch, including automatic PDF-to-carousel conversion. A visual calendar supports drag-and-drop rescheduling and best-times-to-post recommendations. An AI assistant, powered by Claude, drafts captions and suggested replies while keeping brand voice consistent. A centralized inbox unifies comments, DMs, and mentions across every connected account, with reply assignment, saved responses, and status tracking. Analytics cover per-post and per-platform performance, top posts, and audience insights, with white-label report export for client-facing teams. For agencies, a dedicated multi-client workspace adds per-client

ATS Engine is recruitment software for UK agencies placing candidates into regulated sectors, and for the job seekers they place. For agencies: one desk for candidates, clients and roles. Every match carries a criterion-by-criterion score you can see the reasoning behind, so a shortlist can be defended rather than asserted. Duplicate submissions are caught before two agencies send the same person. Compliance documents, expiry dates and per-client requirements are tracked across healthcare and social care, education, early years, construction, energy and offshore, driving and logistics, financial services, and security-cleared work. For job seekers: score yourself against a real job posting, see exactly where you lose points, and generate a tailored CV written only from experience already in your own — every claim traced back to the line it came from. Free to start. No card required.

IOLTA Trusts is trust accounting software built by a licensed CPA to manage client funds and track compliance requirements for law firms. The software features three-way reconciliation, which aligns bank statements, book balances, and per-client ledgers as required by state bar rules. It tracks deposits, disbursements, check numbers, and real-time balances per client. An immutable audit trail maintains complete transaction records. The system prevents negative balances and flags period-locked entries to maintain data integrity. IOLTA Trusts integrates with Plaid for automatic bank feeds, QuickBooks Online for double-entry posting, and Clio for syncing cases and contacts. The software generates audit reports, reconciliations, client ledgers, and compliance guides. Team access controls allow customized permissions, so staff members see only relevant data while administrators maintain full oversight. Designed for solo attorneys and small to mid-size law firms.

Centranum is an integrated Talent and Capability Management platform that unifies skills, performance, career, and succession management in a single system. The platform enables organizations to define, assess, and develop workforce capability through role-based skills frameworks, performance reviews, targeted individual development planning, and succession analytics. Centranum’s modular design covers the full talent lifecycle—from capability and skills management to career development and workforce readiness—helping medium and large enterprises replace spreadsheets and disconnected HR tools with evidence-based, data-driven processes. Built for complex organizations, Centranum supports multi-entity and multilingual environments, offers per-client database isolation for data security, and includes AI-powered tools for role definition, competency modelling, and learning recommendations. The platform is used across manufacturing, healthcare, engineering, utilities, government, and financial services sectors to create a single source of truth for capability, performance, and succession data—reducing risk, improving visibility, and building measurable workforce intelligence.

Sprigly turns your WordPress site into a private client portal. Coaches, personal trainers, mentors and nutritionists use it to guide clients through structured journeys with milestones, reflections, and resources. Clients log in to their own portal, see where they are in their program, complete check-in questions, write reflections, and access the resources you have given them. You see a real-time dashboard of each client's progress. Sprigly Lite is free and uncapped: unlimited clients, unlimited journeys, unlimited milestones. Pro adds the practitioner toolkit (custom fields, scheduled content unlocking, PDF reports, file uploads, practitioner notes, branded emails, CSV export, per-event email controls), plus Team tier multi-practitioner data isolation for gyms and coaching schools. Native WordPress plugin: lives inside your existing website with your branding and your domain. No separate platform to learn, no per-client fees, your data stays on your own hosting.

Tracker Coach is a white-label web app for fitness professionals to manage their whole client roster on one platform. Each trainer gets a fully branded app — their name, logo, colors and domain — with data isolated in its own backend for clean GDPR compliance and full ownership. The coach dashboard handles the workflow: client management, a routine builder, exercise and food databases, a recipe library and meal plans. Progress tracking captures workouts, body measurements and photos. Clients install the app on their phone as a PWA (no app store) to follow their routine and log training, meals and metrics. Premium adds lead-capture landing pages, AI-generated routines and an AI support chatbot. Onboarding starts with a discovery call, then customization to the trainer's brand. Pricing is a fixed monthly fee — no per-client charges and no commission, unlike most platforms in the category (e.g. Trainerize, Harbiz). The product interface and support are in Spanish. Available in Spain and Latin America.

HourToBill is time tracking software that combines a timer with invoicing functionality. The software allows consultants to start a timer for a client, stop it when work concludes, and receive a generated PDF invoice with itemized hours, dates, descriptions, rates, and totals. Time entries capture date, duration, and description, with manual entry options available in flexible formats such as 1:30, 90m, 1h 30m, or 1.5. The system tracks per-client hourly rates, currencies, and payment terms, offering billing increments of six, fifteen, thirty, or sixty minutes. A running total displays unbilled hours and amounts throughout the month. Generated invoices include the consultant's logo, business details, client information, and a payment link. HourToBill stores client contact information, rates, payment terms, and billing history. The software supports unlimited clients, time entries, and invoices. CSV export functionality provides access to all entries and invoices.

SafeGuardGRC is a governance, risk, and compliance platform built for CPA firms, tax preparers, and the vCISOs and MSPs who serve them. The platform generates compliance documentation, including WISPs, incident response playbooks, risk assessments, and data inventories, personalized to each firm's tax software, team size, client types, and state breach notification laws across all 50 states. Core capabilities include a 7-module risk assessment aligned to FTC Safeguards Rule (16 CFR 314) and IRS Publication 4557, a 58-control register with evidence upload and AI-powered effectiveness evaluation, Microsoft 365 integration for automated MFA and device compliance monitoring, staff security awareness training with tracked completion, task assignment with approval workflows, vendor security assessment tracking, and cross-module compliance event detection. Regulatory updates are applied to documentation automatically when federal or state requirements change. SafeGuardGRC offers multi-tenant management for vCISOs and MSPs deploying compliance programs across client portfolios, with per-client pricing.

ScribeosAI is an AI-powered receipt and invoice automation platform for bookkeepers, accounting professionals, and small CPA firms using QuickBooks Online. The platform helps firms collect and organize documents across multiple clients, extract receipt and invoice data—including vendor, date, amount, tax, and line items—and review the results before posting approved transactions to QuickBooks Online. Field-level confidence scores highlight information that may require attention, while human review and edit history provide oversight and traceability. Duplicate detection helps prevent the same document from being posted more than once. Approved data can be sent directly to QuickBooks Online or exported in structured formats such as CSV and JSON. ScribeosAI combines multi-client document collection, AI extraction, human review, duplicate checking, and QuickBooks synchronization in one workflow. It complements QuickBooks rather than replacing it. Its flat-pricing model includes unlimited clients without separate per-client charges. Firms can evaluate the platform using 50 free document pages without providing a credit card.

ShellYard is a desktop workspace for MSP techs, sysadmins, network engineers, and DevOps teams. It replaces the pile — terminal client, API client, database GUI, network utilities, vault, docs wiki — with one app that keeps the connection, output, and writeup together. Inside: SSH, RDP, VNC, serial, AWS SSM, and WinRM sessions; an HTTP/GraphQL/WebSocket client; a database inspector for Postgres, MySQL, SQL Server, SQLite, Redis, and MongoDB; 35+ network tools (Nmap, MTR, SNMP, packet capture, config diff); an encrypted vault; and docs, runbooks, and IPAM per Space. The differentiator: API requests and database connections route through an active SSH session — internal services behind jump hosts are testable without manual port forwards. MSPs get per-client Spaces with isolated credentials and audit trails. Magellan AI runs on your own Anthropic, OpenAI, Gemini, or Ollama key. macOS, Windows, Linux. Free, no account or card required; Pro from $24/mo.