ClientTrax is client management and business operations software for freelancers and small service businesses. It centralizes client records, communication, scheduling, proposals, contracts, and payments in one workspace.
💡 Pick it for a polished, widely adopted workflow from lead capture through payment.
HoneyBook is a creative business management platform that includes features for client management, project tracking, invoicing, and more.
$40/month
💡 Choose it if you also need project tracking, time logs, and freelancer-focused financial tools.
Bonsai is a platform for freelancers and independent professionals to streamline their workflow, including contracts, proposals, time tracking, and invoicing.
Starting from $19/month
💡 Pick it when customized forms and automated client workflows matter more than simplicity.
Dubsado is a client management system that helps streamline processes such as lead capturing, proposals, contracts, and invoicing.
$35/month
💡 Choose it for appointment booking, client portals, and payments in a service-business setting.
vCita is a comprehensive software for small businesses to manage appointments, client communication, billing, and more.
Starting at $19/month
💡 Pick it for affordable, repeatable workflows built around creative-service client projects.
17hats is a comprehensive business management solution for small businesses, offering tools for CRM, project management, invoicing, and more.
$45/month
💡 Choose it if you want a flexible, low-cost CRM foundation and are willing to build the workflows.
Airtable is a cloud collaboration service that allows users to organize and collaborate on information.
Starting from $10 per user per month
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