- Agencies: Managing multiple clients and automating communication workflows.
- Consultants: Tracking client progress and streamlining task follow-ups.
- Freelancers: Handling deliverables, contracts, and communication efficiently.
- Customer Success Teams: Improving retention through proactive engagement.
- Sales Teams: Automating lead follow-ups and relationship tracking.
- Businesses: Simplifying client onboarding and documentation.
How to Use It?
- Create Account: Sign up and import client data into the dashboard.
- Set Up Workflows: Configure automated updates and reminders for each client.
- Manage Communication: Use AI-generated messages for timely engagement.
- Track Progress: Monitor client tasks and project milestones.
- Store Documents: Keep proposals, contracts, and files organized.
- Analyze Reports: Use analytics to track satisfaction and performance metrics.
- AI Relationship Management: Uses automation to maintain consistent communication.
- Personalized Client Messaging: Adapts tone and content based on engagement patterns.
- Workflow Automation: Handles scheduling, reminders, and feedback loops.
- Centralized Documentation: Keeps all client materials in one accessible hub.
- Insightful Analytics: Measures engagement and identifies opportunities for improvement.
- Simplifies client communication and task tracking.
- Integrates with CRM tools and email platforms.
- Saves time with automation and smart workflows.
- Easy setup for freelancers and agencies.
- Clean interface and strong data organization.
- Requires setup time for large databases.
- Some automation templates need customization.
- Limited free tier functionality.
- Offline operation unavailable.
Free
Free
Value-Tied Pricing: 1 discovery analysis (≈1 hour)
Repeatable GTM: Track up to 2 clients
Basic Persona Builder
Community support
Upgrade anytime
Need More?
Custom
Multiple team seats
White-label options
Priority support
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Reviews
Rating Distribution
Average score
Popular Mention
FAQs
Yes — Clientli automatically sends updates and reminders.
Yes — it’s ideal for managing multiple projects and clients simultaneously.
Yes — it supports popular CRMs and calendar tools.
Yes — it uses encryption and enterprise-level data protection.
Yes — teams can work together within shared client workspaces.
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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.
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