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Results for “client management”

41 tools in the directory · Updated

“client management”Sign up onlineWays to use: iOSShowing 41 tools
  • Zocksby ZocksTurn advisor conversations into notes and structured client updates$67+/user/moFree trial
  • Shortwaveby ShortwaveAI email client for Gmail with inbox triage, search and writing helpPaidFree trial
  • Sembly AIby Sembly AIAI meeting agent that turns client meetings into proposals, reports, and decksFreemium
  • Doveby Canary MailAI email client that triages your inbox and surfaces what needs a reply.Freemium
  • Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
  • JotPsychby JotPsychAI documentation and practice-management platform for behavioral health.$53+/mo
  • SaneBoxby SaneBoxAI email management that sorts your inbox by importancePaidFree trial
  • Dartby DartYC W22Project management workspace where people and AI agents share tasks, context, and resultsFreemium
  • Martinby MartinYC S23AI personal assistant for inbox, calendar, and task management.Unknown
  • Saner.AIby Saner.aiTechstars 2024AI personal assistant for notes, email, calendar and tasksFreemium
  • Fabricby FabricAn AI workspace for files, notes and shared knowledge$8+/mo
  • SkedPalby SkedPalAI calendar that schedules your to-do list into time blocks and reschedules as plans change.$9.95+/moFree trial
  • Notionby NotionAll-in-one workspace for docs, databases, search and AI agents.Freemium
  • Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
  • Blueprint AI Assistantby BlueprintAI assistant for therapists’ clinical documentation and practice operations.Pay as you go
  • Motionby MotionYC W20AI planner that schedules tasks, projects, meetings and docs in one appPaid
  • Recallby RecallSave, summarize, and chat with your saved content and the webFreemium
  • Merlinby MerlinAI chat, research and creation assistant with multiple top modelsFreemium
  • Chatfuel AI Agentby ChatfuelAI agent that replies, qualifies, books and follows up in WhatsApp, Instagram and Facebook chatsPaid
  • Voicenotesby VoicenotesAI meeting notetaker that records, transcribes, and summarizes callsFreemium
  • Vyondby VyondAI video creation platform for turning documents, scripts, and knowledge into animated business videos.$58+/user/mo
  • Typliby TypliAll-in-one AI writing platform with chat, writing tools and branded PDF documentsFreemium
  • Simplifiedby SimplifiedBrief an AI marketing agent, review the finished campaign, and approve what ships.$79/mo
  • Podwiseby PodwiseAI copilot that turns podcast episodes into summaries, transcripts, and searchable knowledge.Freemium
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