Clients

ClickUp

Run tasks, docs and deadlines for every client from one place instead of five apps

Asana

Juggle several client projects at once without a deadline slipping through

Loom

Record screen videos to explain tasks faster than writing emails

Trello

See at a glance what's open, in progress and done — on a board clients can join

Folk

Save LinkedIn leads in one click and let AI fill in the details you'd otherwise look up

CloudTalk

Call international leads from a local number and log every call in your CRM

Slack

Keep each client project in its own channel instead of buried in DMs and email

Zoho CRM

Keep every lead and deal in one place instead of a spreadsheet

HubSpot

Stop losing leads in your inbox — track every client and deal in one free CRM

Things 3

GTD app for Mac and iPhone with one-time purchase

HoneyBook

Inquiries, contracts, invoices and payments in one platform

Monday.com

Rebuild your team's workflow as a board and see who is doing what by when

Airtable

Spreadsheet-database hybrid with grid, kanban, calendar

awork

Log hours right on the task and see who on the team still has room for more work

Bonsai

Manage contracts, invoices, and projects without juggling

Akiflow

Consolidate tasks from Notion, Asana, and Gmail

Sunsama

Sync your calendar and tasks to plan focused work days

Todoist

Organize tasks by priority, set recurring reminders

TickTick

Plan your day, block focus time and tick off tasks on every device in one app

MOCO

Project management with quoting, invoicing and time tracking

Basecamp

Lean PM with to-dos, chat, schedules and flat pricing

Pipedrive

See every deal and its next step at a glance, so no proposal goes cold

Dubsado

Automate contracts, invoices, and client workflows to save hours

Linear

Issue tracking and project management built for developer speed

Smartsheet

Plan projects with dependencies and deadlines without leaving the spreadsheet you know

Wrike

Gantt charts and time tracking keep growing teams organized

Thunderbird

Client and personal inboxes in one place, no subscription

Lucen Timeline

Show project status as a clean PowerPoint slide without drawing timelines by hand

GanttPRO

Schedules with dependencies and milestones — a clear plan instead of spreadsheet juggling

Mesh (formerly Clay)

Contacts from email, calendar and social in one place — with reminders to reconnect

Pumble

Chat with your team and clients and keep every message searchable, without paying per seat

Zoho One

45+ integrated business apps (CRM, accounting, projects, mail)

Attio

Customizable CRM that adapts to your client and deal workflows

Content Snare

Gather client content through guided forms instead of chasing

Superlist

Minimalist task manager with smart lists and team collaboration

Motion

AI calendar that automatically schedules your tasks and meetings

Dadan

Record screen videos, edit them from the transcript and share by link

TeamGantt

Drag-and-drop Gantt charts that keep deadlines and dependencies in clear view

xTiles

Notes, tasks and daily planner on one visual board, with templates and AI

GanttProject

Plan projects as Gantt charts offline — free, no subscription, your data stays local

Tom’s Planner

Turn a project into a Gantt chart in minutes — pick a template, invite your team free

Google Chat

Team chat right inside Gmail — messages, spaces and files without another app

Instagantt

A Gantt view for Asana or on its own — deadlines and dependencies at a glance

Bitscale

Enrich and qualify lead lists with AI — free tier, paid plans built for sales teams

Monica

Open-source contact management with notes and reminders — free when self-hosted

Vida

AI agents answer your calls and book appointments — 24/7

Plaky

Organize client projects in boards with your whole team, without per-seat costs

Nutshell

Move your leads out of a spreadsheet and into a pipeline your team actually uses

Tradify

Schedule jobs, track materials, and invoice clients in one place

Any.do

Task and calendar app with reminders and workspace sharing

Bitrix24

Manage clients, projects, and team chat in one unified workspace

Capsule CRM

Lightweight CRM for contacts, pipeline and tasks without bloat

Copper

CRM built into Gmail and Google Calendar for Workspace teams

Microsoft Dynamics 365 Sales

Enterprise CRM with Outlook/Teams integration — overkill for most solos

Freshworks

CRM with sales, support and chat tools built for growing teams

Nimble

LinkedIn-connected CRM with browser plugin for contact capture

Salesforce

Enterprise CRM for sales and service — worth it once your team grows

Zendesk Sell

Sales CRM with pipeline management and email automation

Zenkit

Manage projects across multiple views with a built-in database

Breeze

Kanban and time tracking for small agencies and freelance teams

ClientJoy

Manage clients, projects, and invoices in one dashboard

Discord

Build real-time teams with voice, video, and organized channels

Full Scope

Project management, CRM, invoicing and time tracking

Gmail

Free email with 15GB storage, labels and advanced search tools

Google Meet

Free video conferencing in your browser with Gmail integration

HEY

Email inbox with built-in screening to block spam

Mailbox.org

Privacy-focused email with encryption and calendar from Germany

Moxie

Manage clients, projects, and invoices in one platform

Proton for Business

Keep sensitive client mail and files private, beyond the reach of US laws

Superhuman

AI email client with keyboard shortcuts and smart automations

Whereby

Browser-based video meetings let guests join instantly via link

Zoom

Send clients a link they already know — they join without signing up

BigBlueButton

Host live classes and webinars with screen sharing

Jitsi

Video conferencing with no signup, time limits or account needed

Microsoft Teams

Video calls, chat and file storage integrated with Microsoft 365

Riverside.fm

Remote podcast and video recording with studio-quality audio

Tella

Screen recording software with built-in editing for client demos

Airmeet

Run webinars and virtual conferences where attendees actually network, not just watch

KrispCall

Keep client calls off your personal number — business line on your phone, no hardware

MegaMeeting

Meet clients on video who won't install software: they just open a browser link

tl;dv

Stay in the conversation while AI records, transcribes and summarizes your client calls

Goodlance

Accounting, invoicing, time tracking and project management

Chanty

Chat, calls and to-dos in one place — turn a message into a task without switching apps

Textmagic

Reach clients who ignore email with appointment reminders and replies by text

Mattermost

Self-hosted team chat for growing teams — usually overkill solo; Slack is the simpler pick

Rocket.Chat

Team chat on your own server with full data control — best for teams with in-house IT

Cushion

Track income, expenses, and workload in one dashboard

PDware ResourceFirst

Portfolio and resource management with real-time dashboards

Calilio

VoIP phone system from $15 a seat — numbers and minutes billed on top

SaneBox

Moves unimportant mail out of the inbox into its own folders

Scopefolio

Scope, change approvals and handover in one place — free during early access

AT&T Business Marketplace

Business apps and AT&T connectivity, bundled on one account — US only

Clean Email

Cleans up crowded inboxes and unsubscribes from newsletters in one click

ClearCRM

All-in-one CRM with projects, quotes and invoices for teams of 1 to 50

Aircall

Cloud phone system with IVR, call recording and CRM integrations for teams

Apollo.io

B2B contact data, email sequences and calling tools for outbound sales

Close

Sales CRM with built-in calling, email sequences and SMS in one tool

Inflowave

Agency CRM: every client account in one inbox, from $149

Krisp

AI noise cancellation for calls — background noise out, your voice clear

Riibase

AI CRM with lead scoring, pipeline automation and forecasting

SparrowDesk

AI helpdesk with a free tier: resolves support tickets automatically

PounceWorthy

Scans prospect websites and turns real issues into evidence-led pitches

tremigos

AI interpreting, translation, transcription & captions in one browser workspace

Retainr

Client portal, invoicing, projects and helpdesk in one platform