For agencies
Client Management Software
Automate onboarding, check-ins, and renewals so no client slips through the cracks.
Onboard and retain on autopilot.
What Client Management Software does for you.
The same AI-native platform, focused on the outcome that matters most for your team.
- 01
Onboard on autopilot
Automated sequences walk every new client through onboarding without manual chasing.
- 02
Retain proactively
Scheduled check-ins and renewal nudges keep accounts from quietly lapsing.
- 03
Nothing slips
Every client gets the touches they need, tracked and never forgotten.
One system. Every plan.
Every figure here is something the product includes, on every plan.
- Autonomous AI agents, working 24/7
- 8
- Native integrations
- 70+
- Karrie never clocks out
- 24/7
- of plans include unlimited contacts
- 100%
One platform, fewer compromises.
Capabilities other CRMs lock behind enterprise tiers or sell as add-ons come standard here, so Client Management Software never means a second tool.
- Eight autonomous agents on every plan
- Revenue forecasting and AI lead scoring built in
- White-label and multi-tenant ready for agencies
- 70+ native integrations with two-way sync
- Full audit trail with human-in-the-loop approvals
- Starts at $49/month — no per-seat penalties
Onboarding, check-ins and renewals as workflows, not memory.
Every touch a client should get is a workflow: one trigger, then the emails, texts, tasks, waits and branches that follow, all executed for real. Templates for client onboarding, the closing checklist and re-engaging quiet customers ship in the builder, and the Ops agent picks up the tasks they create.
- Client onboarding and Customer Onboarding Workflow templates
- Onboarding Checklist: everything a new client needs in their first weeks
- Re-engage Quiet Customers and Follow Up on Stale Deals
- Wait Until a reply, an open or a click before the next step
- Tasks assigned to the right person, with due dates
- Every run kept in the workflow history
The building blocks are the workflow builder and the template gallery; the client-facing side is the client portal.
Explore similar solutions.
Client Management Software, answered.
One record per client with every conversation, project, quote, invoice and meeting on its timeline, plus workflows that run the routine touches: onboarding, check-ins, renewals and win-back. The AI agents draft the messages and create the tasks; your team approves what goes out.
Pick the Client onboarding or Customer Onboarding Workflow template, or build your own: a trigger such as a deal moving to Closed Won, then the welcome email, the kickoff task for the account owner, a wait, the check-in text, and a branch on whether they replied. Every step executes for real once the workflow is active.
Yes. The Re-engage Quiet Customers template reaches out after a period without contact, and Karrie's daily brief lists stale deals and low-odds deals due to close while there is still time to act.
Renewals live on quotes (the Quotes page has a Renewals tab) and as deals in your pipeline. A workflow on a date approaching or a stage change sends the reminder, creates the task and, if you like, the renewal quote.
They work together. Client management automation is what your team runs behind the scenes; the client portal is what the client sees. Onboarding steps can include portal access and the documents to sign.
Get started with Client Management Software.
Start your 7-day free trial. No credit card. Karrie is ready on day one.