Best Client Management Software

HoneyBook is a client management platform for small service businesses, covering proposals, contracts, invoices and payments, a client portal and lead forms. Every plan has unlimited clients and projects, and the Essentials plan adds more automation and team features.

Dubsado is client management software for service businesses, covering lead capture forms, contracts, invoicing with payment plans and client portals. The Premier plan adds scheduling, automated workflows and a Zapier integration.

Bonsai combines client management, projects, time tracking, proposals, contracts and invoicing for freelancers and small service businesses. The cheapest Basic plan covers time and task tracking; invoices, payments and contracts start on Essentials.

Moxie is business management software for freelancers covering client management, projects, invoicing and payments, proposals and contracts, time tracking, a sales pipeline, forms, meeting schedulers and basic accounting. Pro adds a white-label client portal, workflow automations and integrations. It offers a 14-day free trial and monthly or annual billing.

17hats is client management software for small businesses, with contacts, projects, quotes, contracts, invoices, questionnaires, lead capture forms, online scheduling, workflows and a client portal. It is sold as one all-inclusive plan paid monthly, yearly or every two years, with a 7-day free trial. A free CRM tier covers unlimited contacts and projects with four invoices per quarter.

Plutio is business management software for freelancers and agencies, covering projects, tasks, time tracking, proposals, contracts with e-signatures, invoices, scheduling, forms, file storage and a client portal with its own login. Every plan has the same core features; plans differ by active clients, contributors, AI credits, workflow actions, storage, white-labelling and single sign-on. There is a 7-day free trial with no card required.

SuiteDash is all-in-one business software built around white-label client portals, with CRM, proposals, contracts and e-signature, invoicing and subscriptions, appointment scheduling, projects and tasks, file sharing, email marketing and secure messaging. Pricing is one flat price per account rather than per user, with unlimited clients and staff on every plan. A 14-day free trial runs on the Pinnacle plan with no card required.

Assembly, formerly Copilot, is a client portal platform for professional service firms that combines a CRM, a branded client experience, messaging, billing and payments, contracts, files and forms. It also includes an AI app builder that turns a plain-language description into an internal or client-facing app inside the portal. The free plan covers 5 active contacts and 1 internal user.

Clientjoy is a CRM for agencies, freelancers and consultants that covers a sales pipeline, web forms, email sequences, proposals and contracts with e-signatures, invoicing and payments, a meeting scheduler and a client portal. Starter includes up to 5 team members and 25 client accounts; Premium raises this to 10 team members and 100 client accounts.

Bigin is a pipeline-based CRM from Zoho for small businesses, covering contacts, companies, products, activities, pipelines, automations, web forms and booking pages. The free edition is for a single user with one pipeline and 500 records; paid editions add team pipelines, email and WhatsApp integration and payment links. Paid plans come with a 15-day free trial.

Capsule is a CRM for small businesses covering contacts, sales pipelines and project boards. The free plan allows 2 users and 250 contacts; paid plans add email templates, reporting and, from Growth, workflow automations.

Less Annoying CRM is a simple CRM for small businesses with contacts, pipelines, tasks, calendar and email logging. It has a single plan at one price with no tiers or contracts.

HubSpot offers a free CRM with paid hubs for marketing, sales, service, content and data on top. The free tools cover up to 2 users and 1,000 contacts, and Starter plans add automation and remove HubSpot branding.

Streak is a CRM built into Gmail that tracks deals, contacts and tasks in pipelines alongside email, with automatic email sharing across a team. Every paid plan includes unlimited contacts, pipelines and records, and Pro+ adds reporting, integrations and automations. A free plan covers email tools only, and Pro+ has a 14-day free trial.

Keap sells one plan with its whole platform: CRM, an automation builder, email and text marketing, sales pipeline, landing pages, payments, appointments and reporting. Price scales with users and contacts, and implementation services are required.