Search results for OpenClient

The OpenClinica Enterprise Edition is an enhanced, fully-supported build that is ideal for mission-critical settings.

OpenClinic GA is an open source integrated hospital information management system covering management of administrative, financial, clinical, lab, x-ray, pharmacy, meals distribution and other data. Extensive statistical and reporting capabilities.

VoiceAIWrapper is a multi-provider white-label platform for agencies that resell voice AI services to their clients. Agencies connect their own API keys from Vapi, Retell, ElevenLabs Agents Platform, Bolna, and Ultravox, then resell those platforms under their own brand, on their own domain, with their own client portals and pricing. Core capabilities: - White-label client portals with custom branding (logo, domain, color scheme) - Inbound and outbound calling workflow builders - Pod architecture for connecting multiple providers per client account - Built-in Stripe billing engine with markup pricing, 10-currency support, and four billing frequencies (daily, weekly, monthly, yearly) - Webhook and API integrations with Make, n8n, Zapier, GoHighLevel, HubSpot, Airtable, and Google Sheets - Per-client access control: agencies set what each end-client can see and do - Post-call structured data with full transcripts via webhook - Voice minutes bill direct to the underlying provider (no markup from VoiceAIWrapper)

Evidence ERP is a cloud-based ERP and CRM platform developed by Evidence Technology, a Mexican enterprise software company founded in 2018. It brings together 30+ integrated modules — accounting, inventory, sales, purchasing, production, projects, collections, point of sale and payroll — in a single system, giving teams real-time operational visibility and removing parallel spreadsheets. Built specifically for the way Mexican companies operate, Evidence includes native tax compliance (CFDI, payroll and NOM-035), implementation delivered directly by the manufacturer (no third-party partners) and fast deployments. It runs 100% in the cloud on Amazon Web Services with Multi-AZ architecture and per-client data isolation, accessible from web and mobile, 24/7, with continuous updates included. Evidence ERP fits mid-sized companies in commerce and distribution, industrial services, construction and project management, manufacturing and logistics — from growing SMBs to organizations with 3,000+ employees. By integrating ERP, CRM and tax compliance in one platform, it helps businesses reduce reliance on external consultants, control costs and scale without proportionally increasing operational complexity.

MyCPACRM is practice management software built for CPA, EA and accounting firms in Canada and the United States. It brings the whole firm into one system: every client and entity type, CRA and IRS filings with deadlines auto-calculated from each client's year-end, automatic email and SMS reminders, a firm-wide workflow board, a secure client portal with per-filing document tracking, and built-in e-signatures. Accounting modules cover year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, and engagements and billing. Pricing is flat and monthly, in CAD for Canadian firms and USD for US firms, with no per-client charges.

Peachblue is a marketing intelligence platform for brands and agencies: unified ad data, creative analytics, reporting and brand monitoring, with AI that shows what is working, why, and what to do next. It covers Meta, TikTok, Google Ads and Amazon DSP, plus brand and competitor mentions on Reddit. Creative fingerprinting recognizes the same creative across ads and platforms, even after re-crops and re-compression, so you see how each asset performs everywhere it runs. Every creative gets a Creative Read: a breakdown of its hook, tone, format, CTA and more, a score, and a written analysis with copy suggestions. Intelligence compares the Creative Reads of your winners and turns what they share into a Next Creative Brief, a formula for your next ad with proven hooks, concepts, dos and don'ts, and reference ads. Paste it into an AI ad tool or hand it to your creative team. Dashboards flag fatigue and wasted spend. Ask Agent Peach anything about your accounts, or query your own data from Claude through the MCP. Agencies get per-client workspaces, Amazon DSP pacing with margin markup, supplier breakdowns and client reports. Stop guessing what to make next.

ClientPlug is all-in-one software for digital marketing and Facebook ads agencies. It offers deep per-client and campaign analytics, AI campaign plans, white-label reporting, to-do lists, Conversion API setup, and campaign reporting.

Build beautiful, branded trip itineraries for your clients in minutes: no design work, no code, no per-client setup. Add your logo, your colors, and your bio, and every itinerary your clients open carries your agency's identity, not ours. Your name. Your colors. Your page. You even get a free public website at yourname.globeitinerary.com to share with clients. Powered by Globe Itinerary.

TurtleSave automatically files email attachments into Dropbox, OneDrive, or Box — no manual downloading, sorting, or dragging files between folders. Each account gets its own private email address; attachments are filed automatically based on sender, recipient, or a simple subject-line tag. Built for bookkeepers, small business owners, and anyone handling documents across multiple clients, with flat usage-based pricing instead of per-client or per-task fees.

SisteAcuse is a Colombian web-based software that automates DIAN RADIAN e-invoice events for companies and accounting firms: receipt acknowledgment (030), receipt of goods or services (032) and express acceptance (033). It syncs the electronic invoices each company receives from the DIAN, shows the status of every event, and sends them in bulk with a single click; auto-acknowledgment runs every night. Claims (031) are sent manually, invoice by invoice. Built for SMBs and accountants who manage several tax IDs (NIT): multi-company selector, per-client reports exported to Excel, unlimited documents. 100% web, no installation. Annual plans with no automatic renewal.

AdPlug is a hosted MCP server that connects Google Ads and LinkedIn Ads to Claude, ChatGPT and any AI tool that supports the Model Context Protocol (MCP). It gives PPC specialists and agencies a Google Ads MCP server and a LinkedIn Ads MCP server in one account, so they can audit accounts, check pacing, build reports and prepare changes from live campaign data, without CSV exports or another dashboard. What you can do: - Google Ads: audit search terms and wasted spend, check budget pacing, compare CPA and ROAS by campaign, research keywords, then pause ads, adjust budgets, update bids or add negative keywords once you approve the change. - LinkedIn Ads: review campaigns, audiences, creatives, lead gen forms and conversions, explain changes in cost per lead, and create or update campaigns with a preview first. - Cross-channel reporting: spend, conversions and CPMs lined up across Google Ads and LinkedIn Ads for weekly client reports. Safe by default: AdPlug is read-only until you switch on write access per platform. Every write shows the exact resource, field, current value and new value, then waits for confirmation. Every tool call is recorded in an audit log with user, account, action and timestamp. Platform tokens are encrypted at rest, and disconnecting revokes access immediately. No developer setup: No server to host, no Google Ads developer token, no Google Cloud project and no LinkedIn developer app. Sign up, connect your ad accounts with Google or LinkedIn sign-in, and add AdPlug to Claude, Claude Code or ChatGPT in a few minutes. One Google Ads manager (MCC) connection covers every client account underneath it, with per-client permissions for agencies. Built by a PPC operator: AdPlug is built by Daniel Popa, a performance marketer with 12+ years in PPC and $100M+ in managed ad spend, who still runs client accounts every week. It is designed around the checks a senior media buyer runs: search terms, pacing, conversion tracking and the Monday report.

Coachway is client management software for online fitness coaches and personal trainers, built in Copenhagen and used across Europe. It runs the full coaching workflow in one platform: a meal planner with 1,100+ recipes, 3,900+ ingredients, allergy filters, and reusable templates; a workout builder with 1,800+ exercises, supersets, alternative exercises, and progressive overload tracking; and weekly check-ins with drag-and-drop forms, progress photos, measurements, and custom metrics. Payments run through the coach's own Stripe account. Lead forms capture and convert prospects, and automations trigger onboarding flows and reminders based on client behavior. Clients use a branded in-app experience with your logo and colors, with messaging on iOS and Android. The coach and client UI is written and reviewed by native speakers in six languages: English, Danish, Norwegian, Swedish, Finnish, and German. Per-client pricing starts at EUR 69 per month, and support replies same-day.

Cadenus is an all-in-one operating system built specifically for video and social media agencies. It brings production, client approvals, scheduling, publishing, and reporting into a single workspace, so teams stop juggling spreadsheets, chat threads, and half a dozen disconnected tools. Cadenus is built around the real agency workflow: content moves from idea to production to client approval to publishing without ever leaving the platform. Clients review and sign off in their own branded portal, and approved content publishes natively to Instagram, Facebook, TikTok, LinkedIn, X, and YouTube. Key capabilities: - Production pipeline that tracks every video and post from brief to published - Client approval portal with two-way feedback, no more email chains - Native multi-platform publishing and a unified content calendar - Per-client workspaces, roles, and permissions for growing teams - Analytics and creative intelligence to spot what is working - Built-in finances, so delivery and revenue live in one place Cadenus is for agencies that produce a high volume of video and social content and need one place to run production, keep clients in the loop, and publish everywhere their audience is.

Sextant AEO audits how AI engines describe a brand: ChatGPT, Perplexity, Gemini, Claude, and Grok in every audit, plus Google AI Overviews in daily monitoring, and scores it across five weighted dimensions: brand recognition, market position, presence quality, sentiment, and share of voice. Every audit runs up to 40 prompts across 3 samples per engine, and every page an engine cites gets fetched and passage-checked instead of only counted. Where most tools stop at a dashboard, Sextant's Fix-It layer generates the actual deployment-ready artifact for each gap it finds: FAQPage and Organization schema, author/Person markup, blog title and H2 rewrites in AI-query format, and ready-to-submit G2/Clutch profile drafts: copy-paste fixes, not advice. The platform is white-label for agencies: agency admins see only their own clients, clients see only their own brand, and reports carry the agency's logo and colors. Sextant AEO also runs the Sextant AEO Certification Standard (SACS), a public, checkable bar for AI visibility rather than a vendor's own claim about it. Pricing: a direct brand plan at $49.95/month; agency plans at $349, $899, and $1,999/month (5, 15, and 40 monitored clients); per-client add-ons from $99 falling to $45 at volume, with a brand's first client free.

Kuma Agents is an AI ads copilot for agencies, PPC specialists, e-commerce managers, and marketing teams running paid media across Google Ads, Meta Ads, Microsoft Ads, and more. It eliminates the hours spent manually checking accounts by running automated scans across your entire portfolio. **How it works.** Connect your ad accounts and choose a monitoring schedule: daily, three times per week, or weekly. Kuma scans each ad platform and combines findings into a prioritized action list, ranked by financial impact. Teams save up to 4 hours per week, with full portfolio coverage every cycle. **What it detects.** CPM spikes, CTR drops, CPA and ROAS drift, zombie campaigns, rejected and disapproved ads, budget pacing issues, zero-spend detection, ad spend anomalies, fraud signals and invalid traffic, search term waste, impression share loss, Quality Score degradation, Meta creative fatigue, audience saturation, and Performance Max optimization opportunities. **What you get.** A portfolio dashboard showing all clients and their open alerts. Per-client reports with cross-platform breakdowns. Objectives: set KPI targets (CPA, ROAS, CTR, and more) per ad platform and campaign. Kuma tracks progress against each objective and steers its recommendations toward helping you reach them. One-click fix recommendations that improve performance without increasing budget. From alert to fix in under 60 seconds. Nothing changes in your ad accounts without your explicit approval. An alert inbox with team assignment so every issue has an owner. ROI tracking that quantifies the impact of every resolved alert. **Built for teams.** Multi-user organizations, role-based access, and client sharing. Kuma standardizes expert-level optimizations across your team, giving every member, junior or senior, the same quality of guidance. New hires get up to speed faster, and performance no longer depends on a handful of key individuals. Free setup assistance included. Free trial available, no credit card required.

SpanTime is a time tracking solution built for freelancers, consultants, and small agencies that bill clients by the hour. It handles the full cycle from starting a timer to producing invoice-ready totals, without requiring an account, a subscription, or an internet connection. // Overview Users configure clients, services, and jobs once, then track time against them with a single click. SpanTime automatically applies the correct billing rate, separates billable from non-billable hours, and rolls entries up into per-client and per-project totals ready for invoicing. // Key Features - Per-client and per-service billing rates, with a configurable default rate - Configurable time rounding to match invoicing conventions - Per-project budgets with overrun alerts - Automatic billable/non-billable totals by client, project, and month - Export to PDF, CSV, and JSON - Optional backup sync to a user-selected folder (including cloud-synced folders such as iCloud Drive or Dropbox) - Native mac

AI-native entity management, compliance & governance hub. 17 jurisdictions modelled at depth, 25+ statutory registers, per-client billing, real client portals. Built for fractional corporate secretaries, CSPs, fund admins & in-house teams. From $0. GovernOS is the global hub for corporate secretary, compliance, and governance work for private and public companies, and for the practitioners who run governance for many companies at once. Where legacy entity-management platforms hide pricing behind a sales call and demand months of integration, GovernOS publishes its prices ($0 to $699/mo), gets you to your first company record in five minutes, and models 17 jurisdictions at real depth: UK (Companies House live import), US Delaware + FinCEN BOI, Canada (CBCA, Ontario, BC), Singapore, Hong Kong, Cayman, Bermuda, Australia, and the full GCC. DIFC, ADGM, DMCC, KSA, Qatar, Bahrain, Oman. Five integrated AI agents work off one system of record: an AI Corporate Secretary that resolves the exact approvals and filings any action requires (with governing law cited), a continuous 0–100 Governance Health score, a Board Meeting agent with AGM electronic voting, a Regulatory Intelligence agent tracking every deadline, and a Governance Copilot. Plus daily registry-diff alerts, a multi-jurisdiction UBO rollup (PSC, RoRC, BOTA, ESR), free legally-valid e-signature, cryptographic audit trail, SAML SSO/SCIM, and per-client billing with Stripe pay links built in. Free forever for your first company. No card, no sales call, no integration project.

PalmDesk is an IT ticketing and field service platform built for MSPs and internal IT teams who manage work across an office, the field, and their clients, all at once. Most helpdesk tools stop at the ticket. PalmDesk follows the job from creation to a signed work order in the client's hands, without re-entering data in three different systems. For admins: Track every ticket from a live dashboard, assign agents, customize work order templates, manage per-client knowledge bases, and control billing with per-seat, tiered pricing (Starter, Professional, Enterprise). For field agents: A mobile-first app for on-the-go ticket updates, time logging, digital signature capture, and instant work order generation, closed on-site, emailed automatically to the client and accounting. For clients: A dedicated portal to submit requests, track ticket status in real time, chat directly with the support team, and browse a knowledge base curated specifically for their account. Everything, tickets, chat, notifications, and work orders, updates live across all three apps, so nobody's looking at stale data. Key features: Real-time ticket sync across admin, agent, and client apps Digital signature capture with auto-generated PDF work orders Client portal with self-service ticketing, live chat, and knowledge base Per-client, admin-managed knowledge base articles Role-based access (owner/admin/agent/client) with company-level data isolation Email notifications on new tickets and assignments Per-seat, tiered subscription billing (Stripe-powered) Custom branding (logo, color) reflected across client-facing docs and the portal

Kaeli is an AI executive assistant built for individual senior salespeople. Where a CRM is a database the rep maintains, Kaeli is an assistant that produces work on the rep's behalf. Kaeli runs a three-step loop: Capture. Connect Gmail and Google Calendar in 60 seconds. From then on, every email, meeting, and voice note becomes structured per-client context. No data entry forms. Produce. While the rep sleeps, Kaeli drafts the day's client-facing work. Email replies, meeting prep briefs, quotes, status reports, follow-ups, and a synthesized list of next moves per client. Each draft uses the rep's voice, references the project history, and respects the rep's standards. Review and ship. The rep opens Kaeli in the morning. A production review queue is waiting: 5 to 7 ranked drafts across the full portfolio, each row showing client + draft type + a one-line "why now." The rep reviews each one, edits if needed, ships. Edits become signal that teaches Kaeli the rep's voice and standards. Signature features include the Deal Integrity Audit (catches scope mismatches, missing approvals, and missing compliance clauses before quotes reach clients), an Action Item Synthesizer that turns flat backlogs into a sequenced Next Move surface, per-client voice profiles that improve from rep edits, and Rules and Policies in plain English. The core promise: reclaim your mornings. Spend the saved hours on outbound, strategic thinking, and the work that grows commission. Built in Hong Kong by Karvita Limited. Founded by William Fung, a 15-year enterprise B2B sales veteran. Kaeli is the executive assistant senior salespeople cannot otherwise afford.

Invoices Tracker is a free invoicing app for freelancers and small businesses. Create unlimited invoices and clients, track billable time and turn it into invoices, send estimates that convert to invoices, and set up recurring invoices that send themselves. Automatic payment reminders and per-client late fees follow up on overdue invoices. Clients get a portal to view invoices and mark them paid. Supports 36 currencies, per-line VAT/GST and EU reverse-charge.