- Agencies and Freelancers: Manage multiple clients and projects with centralized communication and data tracking.
- Small to Medium Businesses: Organize client history, tasks, and project details for improved collaboration.
- Professional Service Providers: Consultants, marketers, and legal teams benefit from streamlined workflows and better client satisfaction.
- Teams Needing Workflow Automation: Automate repetitive processes for efficiency and consistency.
- Startups and Entrepreneurs: Track client deliverables, schedule meetings, and simplify client onboarding.
How to Use ClienTask App?
- Sign Up and Create Client Profiles: Start by adding clients and entering their information into the platform.
- Assign and Track Tasks: Distribute project-related tasks, monitor progress, and set deadlines.
- Communicate Seamlessly: Use the integrated messaging hub to keep all conversations and files organized.
- Generate Invoices and Schedule Meetings: Leverage built-in billing and scheduling tools for quick admin tasks.
- Centralized Client Data: All communications, histories, tasks, and files are organized for quick reference.
- Automated Task Workflows: Save time with customizable task and notification automations.
- Integrated Billing and Scheduling: Handle appointments and invoicing without switching platforms.
- Customizable Dashboards: Tailor workspaces to fit team or individual needs.
- Scalable Platform: Works for freelancers and large teams alike, adapting to business size.
- Automates repetitive client management tasks efficiently.
- Offers seamless team collaboration and task tracking.
- Centralizes client interactions for easy access.
- User-friendly dashboard, quick onboarding for new users.
- Limited advanced features compared to full-scale enterprise CRMs.
- Requires manual data input, especially during initial setup.
- Effectiveness depends on regular data updates.
- Some integrations and automations may require premium plans.
Entry
$ 25.00
1 AI report per month
Basic invoicing
Basic
$ 50.00
3 AI reports per month
Invoice generator
Advanced analytics
Pro
$ 80.00
2 team seats
5 AI reports per month
Invoice generator
Advanced analytics
Platinum
$ 150.00
3 team seats
Unlimited AI reports
Invoice generator
Advanced analytics
Proud of the love you're getting? Show off your AI Toolbook reviews—then invite more fans to share the love and build your credibility.
Add an AI Toolbook badge to your site—an easy way to drive followers, showcase updates, and collect reviews. It's like a mini 24/7 billboard for your AI.
Reviews
Rating Distribution
Average score
Popular Mention
FAQs
Similar AI Tools
Dilmach
Dilmach CRM is a modern customer relationship management (CRM) platform designed to help businesses manage customer interactions, sales pipelines, and relationships more effectively. It offers streamlined tools for tracking leads, managing deals, and customizing workflows—all aimed at growing customer relationships and boosting sales performance.
Dilmach
Dilmach CRM is a modern customer relationship management (CRM) platform designed to help businesses manage customer interactions, sales pipelines, and relationships more effectively. It offers streamlined tools for tracking leads, managing deals, and customizing workflows—all aimed at growing customer relationships and boosting sales performance.
Dilmach
Dilmach CRM is a modern customer relationship management (CRM) platform designed to help businesses manage customer interactions, sales pipelines, and relationships more effectively. It offers streamlined tools for tracking leads, managing deals, and customizing workflows—all aimed at growing customer relationships and boosting sales performance.
Thena
Thena.ai is an AI-powered customer support platform built specifically for modern B2B teams, unifying ticketing and messaging across channels like Slack, Microsoft Teams, email, and web chat. By leveraging intelligent automation and conversational AI agents, Thena turns support requests from any platform into structured, actionable tickets—automatically triaged, tracked, and routed to the right team for fast resolution. Its features include native Slack and Teams integration, proactive sentiment analysis, real-time knowledge base suggestions, workflow automation, and predictive analytics, streamlining customer ops and boosting support team efficiency.
Thena
Thena.ai is an AI-powered customer support platform built specifically for modern B2B teams, unifying ticketing and messaging across channels like Slack, Microsoft Teams, email, and web chat. By leveraging intelligent automation and conversational AI agents, Thena turns support requests from any platform into structured, actionable tickets—automatically triaged, tracked, and routed to the right team for fast resolution. Its features include native Slack and Teams integration, proactive sentiment analysis, real-time knowledge base suggestions, workflow automation, and predictive analytics, streamlining customer ops and boosting support team efficiency.
Thena
Thena.ai is an AI-powered customer support platform built specifically for modern B2B teams, unifying ticketing and messaging across channels like Slack, Microsoft Teams, email, and web chat. By leveraging intelligent automation and conversational AI agents, Thena turns support requests from any platform into structured, actionable tickets—automatically triaged, tracked, and routed to the right team for fast resolution. Its features include native Slack and Teams integration, proactive sentiment analysis, real-time knowledge base suggestions, workflow automation, and predictive analytics, streamlining customer ops and boosting support team efficiency.
SalesTarget
SalesTarget.ai is an all-in-one AI-powered outreach & lead generation platform built to help B2B sales and marketing teams streamline prospecting, automate email campaigns, and manage pipelines through a unified system. It combines a large database of verified leads, cold email tools, email deliverability features, and CRM capabilities so users can find, contact, and convert ideal clients more efficiently. It also includes a “Copilot” assistant to help write messages, suggest leads, and improve campaign strategy.
SalesTarget
SalesTarget.ai is an all-in-one AI-powered outreach & lead generation platform built to help B2B sales and marketing teams streamline prospecting, automate email campaigns, and manage pipelines through a unified system. It combines a large database of verified leads, cold email tools, email deliverability features, and CRM capabilities so users can find, contact, and convert ideal clients more efficiently. It also includes a “Copilot” assistant to help write messages, suggest leads, and improve campaign strategy.
SalesTarget
SalesTarget.ai is an all-in-one AI-powered outreach & lead generation platform built to help B2B sales and marketing teams streamline prospecting, automate email campaigns, and manage pipelines through a unified system. It combines a large database of verified leads, cold email tools, email deliverability features, and CRM capabilities so users can find, contact, and convert ideal clients more efficiently. It also includes a “Copilot” assistant to help write messages, suggest leads, and improve campaign strategy.
Regal AI
Regal.ai is an AI Agent Platform that revolutionizes customer communication by transforming support, sales, and operations through AI-powered calls. Unlike traditional contact center software, Regal enables businesses to build, monitor, and scale AI agents effortlessly, delivering human-like interactions at scale.
Regal AI
Regal.ai is an AI Agent Platform that revolutionizes customer communication by transforming support, sales, and operations through AI-powered calls. Unlike traditional contact center software, Regal enables businesses to build, monitor, and scale AI agents effortlessly, delivering human-like interactions at scale.
Regal AI
Regal.ai is an AI Agent Platform that revolutionizes customer communication by transforming support, sales, and operations through AI-powered calls. Unlike traditional contact center software, Regal enables businesses to build, monitor, and scale AI agents effortlessly, delivering human-like interactions at scale.
Wibe
Wibe.ai is an AI-powered communication platform that enhances client acquisition and support through 24/7 virtual receptionists, outbound outreach campaigns, and multi-channel messaging. It integrates live agents with AI to ensure timely responses via phone, chat, SMS, and social media, streamlining lead screening, intake, and appointment scheduling. Wibe.ai is designed to help businesses never miss a client interaction, providing seamless CRM integration and actionable insights.
Wibe
Wibe.ai is an AI-powered communication platform that enhances client acquisition and support through 24/7 virtual receptionists, outbound outreach campaigns, and multi-channel messaging. It integrates live agents with AI to ensure timely responses via phone, chat, SMS, and social media, streamlining lead screening, intake, and appointment scheduling. Wibe.ai is designed to help businesses never miss a client interaction, providing seamless CRM integration and actionable insights.
Wibe
Wibe.ai is an AI-powered communication platform that enhances client acquisition and support through 24/7 virtual receptionists, outbound outreach campaigns, and multi-channel messaging. It integrates live agents with AI to ensure timely responses via phone, chat, SMS, and social media, streamlining lead screening, intake, and appointment scheduling. Wibe.ai is designed to help businesses never miss a client interaction, providing seamless CRM integration and actionable insights.
Cezanne HR
Cezanne HR's AI in HR is a suite of AI-powered tools designed to streamline and improve various Human Resources processes. It helps HR professionals automate tasks, improve decision-making, and enhance the employee experience. The platform integrates AI capabilities into core HR functions, improving efficiency and effectiveness.
Cezanne HR
Cezanne HR's AI in HR is a suite of AI-powered tools designed to streamline and improve various Human Resources processes. It helps HR professionals automate tasks, improve decision-making, and enhance the employee experience. The platform integrates AI capabilities into core HR functions, improving efficiency and effectiveness.
Cezanne HR
Cezanne HR's AI in HR is a suite of AI-powered tools designed to streamline and improve various Human Resources processes. It helps HR professionals automate tasks, improve decision-making, and enhance the employee experience. The platform integrates AI capabilities into core HR functions, improving efficiency and effectiveness.
Hints is an AI-powered productivity assistant that helps teams capture, update, and manage CRM and project data using natural language — by voice or text. It transforms spoken or typed messages into structured actions such as creating leads, updating deal stages, adding notes, assigning tasks, and syncing information across tools. Designed to reduce manual data entry and speed up workflows, Hints plugs into messaging channels and CRM systems so teams spend less time on admin and more time on high-value work.
Hints is an AI-powered productivity assistant that helps teams capture, update, and manage CRM and project data using natural language — by voice or text. It transforms spoken or typed messages into structured actions such as creating leads, updating deal stages, adding notes, assigning tasks, and syncing information across tools. Designed to reduce manual data entry and speed up workflows, Hints plugs into messaging channels and CRM systems so teams spend less time on admin and more time on high-value work.
Hints is an AI-powered productivity assistant that helps teams capture, update, and manage CRM and project data using natural language — by voice or text. It transforms spoken or typed messages into structured actions such as creating leads, updating deal stages, adding notes, assigning tasks, and syncing information across tools. Designed to reduce manual data entry and speed up workflows, Hints plugs into messaging channels and CRM systems so teams spend less time on admin and more time on high-value work.
Lightfield CRM
Lightfield is a next-generation CRM built for founders and small teams, designed to remember every detail of customer relationships and turn that data into action. It captures full-fidelity interactions — from meetings and emails to product analytics — and creates a living memory of your leads, customers, and accounts. With AI-powered insights, it surfaces patterns, automates follow-ups, and empowers you to ask natural-language questions like “How has our ideal customer profile changed this quarter?” and get grounded answers instantly. It’s built for speed, clarity, and helping you serve customers better while spending less time on admin.
Lightfield CRM
Lightfield is a next-generation CRM built for founders and small teams, designed to remember every detail of customer relationships and turn that data into action. It captures full-fidelity interactions — from meetings and emails to product analytics — and creates a living memory of your leads, customers, and accounts. With AI-powered insights, it surfaces patterns, automates follow-ups, and empowers you to ask natural-language questions like “How has our ideal customer profile changed this quarter?” and get grounded answers instantly. It’s built for speed, clarity, and helping you serve customers better while spending less time on admin.
Lightfield CRM
Lightfield is a next-generation CRM built for founders and small teams, designed to remember every detail of customer relationships and turn that data into action. It captures full-fidelity interactions — from meetings and emails to product analytics — and creates a living memory of your leads, customers, and accounts. With AI-powered insights, it surfaces patterns, automates follow-ups, and empowers you to ask natural-language questions like “How has our ideal customer profile changed this quarter?” and get grounded answers instantly. It’s built for speed, clarity, and helping you serve customers better while spending less time on admin.
Double
Double is a remote staffing platform that connects businesses with dedicated virtual assistants specialized in operations, customer support, and administrative tasks. The service pairs companies with skilled professionals who act as an extension of their team, handling day-to-day operational work to save time and increase productivity. Double emphasizes personalized matching, ongoing support, and integration into clients’ workflows to ensure seamless collaboration. Their virtual assistants can manage emails, calendar scheduling, customer interactions, and various administrative duties, enabling business leaders to focus on higher-value activities without hiring full-time staff.
Double
Double is a remote staffing platform that connects businesses with dedicated virtual assistants specialized in operations, customer support, and administrative tasks. The service pairs companies with skilled professionals who act as an extension of their team, handling day-to-day operational work to save time and increase productivity. Double emphasizes personalized matching, ongoing support, and integration into clients’ workflows to ensure seamless collaboration. Their virtual assistants can manage emails, calendar scheduling, customer interactions, and various administrative duties, enabling business leaders to focus on higher-value activities without hiring full-time staff.
Double
Double is a remote staffing platform that connects businesses with dedicated virtual assistants specialized in operations, customer support, and administrative tasks. The service pairs companies with skilled professionals who act as an extension of their team, handling day-to-day operational work to save time and increase productivity. Double emphasizes personalized matching, ongoing support, and integration into clients’ workflows to ensure seamless collaboration. Their virtual assistants can manage emails, calendar scheduling, customer interactions, and various administrative duties, enabling business leaders to focus on higher-value activities without hiring full-time staff.
Cresta
Cresta is an enterprise-grade generative AI platform built for contact centres, designed to combine human and AI agents in one unified workspace. It helps organisations analyse every customer conversation, extract insights, guide agents in real time, automate workflows and improve outcomes such as first-call resolution, conversion, and agent performance. The platform features include custom models trained on an organisation’s own data, low-latency real-time transcription and inference, no-code tools for business users to deploy and refine AI models, and a strong focus on combining quality assurance, coaching, automation and conversational intelligence. Recent funding has boosted the company’s growth and the product has been adopted by major enterprises to optimise service, sales and retention operations.
Cresta
Cresta is an enterprise-grade generative AI platform built for contact centres, designed to combine human and AI agents in one unified workspace. It helps organisations analyse every customer conversation, extract insights, guide agents in real time, automate workflows and improve outcomes such as first-call resolution, conversion, and agent performance. The platform features include custom models trained on an organisation’s own data, low-latency real-time transcription and inference, no-code tools for business users to deploy and refine AI models, and a strong focus on combining quality assurance, coaching, automation and conversational intelligence. Recent funding has boosted the company’s growth and the product has been adopted by major enterprises to optimise service, sales and retention operations.
Cresta
Cresta is an enterprise-grade generative AI platform built for contact centres, designed to combine human and AI agents in one unified workspace. It helps organisations analyse every customer conversation, extract insights, guide agents in real time, automate workflows and improve outcomes such as first-call resolution, conversion, and agent performance. The platform features include custom models trained on an organisation’s own data, low-latency real-time transcription and inference, no-code tools for business users to deploy and refine AI models, and a strong focus on combining quality assurance, coaching, automation and conversational intelligence. Recent funding has boosted the company’s growth and the product has been adopted by major enterprises to optimise service, sales and retention operations.
Attio
Attio is an AI-native CRM platform designed for go-to-market (GTM) teams and business builders who want to execute revenue strategies with precision. It offers a highly flexible data model that adapts to each business’s unique workflows rather than forcing businesses to adapt to the CRM. Attio integrates seamlessly with multiple data sources, including email, calendar, billing, customer support, and product data, creating a unified, real-time source of truth. The platform features powerful automation engines for complex processes, AI-driven research agents for lead prospecting and routing, and advanced reporting tools that generate deep business insights instantly. It is built for scale, handling millions of records with low latency, and follows robust security and compliance standards such as GDPR, CCPA, and ISO certifications.
Attio
Attio is an AI-native CRM platform designed for go-to-market (GTM) teams and business builders who want to execute revenue strategies with precision. It offers a highly flexible data model that adapts to each business’s unique workflows rather than forcing businesses to adapt to the CRM. Attio integrates seamlessly with multiple data sources, including email, calendar, billing, customer support, and product data, creating a unified, real-time source of truth. The platform features powerful automation engines for complex processes, AI-driven research agents for lead prospecting and routing, and advanced reporting tools that generate deep business insights instantly. It is built for scale, handling millions of records with low latency, and follows robust security and compliance standards such as GDPR, CCPA, and ISO certifications.
Attio
Attio is an AI-native CRM platform designed for go-to-market (GTM) teams and business builders who want to execute revenue strategies with precision. It offers a highly flexible data model that adapts to each business’s unique workflows rather than forcing businesses to adapt to the CRM. Attio integrates seamlessly with multiple data sources, including email, calendar, billing, customer support, and product data, creating a unified, real-time source of truth. The platform features powerful automation engines for complex processes, AI-driven research agents for lead prospecting and routing, and advanced reporting tools that generate deep business insights instantly. It is built for scale, handling millions of records with low latency, and follows robust security and compliance standards such as GDPR, CCPA, and ISO certifications.
Clientli
Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.
Clientli
Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.
Clientli
Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.
Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
If you have any suggestions or questions, email us at hello@aitoolbook.ai