69 tools to keep track of customers and leads

The shortlist

Ordered by how closely each tool fits this job. How we rank

1. 

   1. Client Octopus

   Run leads, proposals and payments inside your WordPress site

   Best for: Freelancers who already run their business site on WordPress

   Free plan
2. 

   2. Colara

   Free client management for wedding planners and vendors

   Best for: Wedding planners, photographers, florists and other vendors

   Free plan
3. 

   3. Gamopanda

   Loyalty streaks and challenges that bring buyers back

   Best for: Shops and restaurants that want more repeat visits

   Free plan
4. 

   4. SendMeSafe

   Collect client documents through secure upload links

   Best for: Accountants, small law firms and consultants chasing client paperwork

   Free plan
5. 

   5. Sponsee App

   Track sponsor deals, quote rates and chase payments

   Best for: Streamers with a few hundred to a few thousand live viewers

   Free plan
6. T

   6. Tally

   Track brand deals from pitch to payment

   Best for: Self-managed creators juggling sponsorship deals

   Free plan
7. 

   7. Taskrol

   Jobs, parts and invoices for appliance repair shops

   Best for: Solo appliance repair techs and small repair crews

   Free plan
8. 

   8. Tsumira

   Customers, projects and team chat in one shared workspace

   Best for: Agencies and service businesses handing client work between people

   Free plan
9. 

   9. ClearCRM

   CRM for leads, deals, quotes and projects in one place

   Best for: Small sales teams who want leads, quotes and projects in one tool

   Paid
10. 

    10. Clinizy Care

    Clinic software for Indian clinics, in Hindi and English

    Best for: Clinics and nursing homes in India

    Free trial
11. 

    11. DigiSpherEMR V2

    Offline patient records and billing for solo doctors

    Best for: Independent doctors running a small practice on one or two PCs

    Paid
12. 

    12. HiveCRM

    Leads, proposals and invoices inside your WordPress site

    Best for: Freelancers and service businesses already running WordPress

    Paid
13. 

    13. NivoRealty

    Listings, leads, rentals and commissions for property agents

    Best for: Small Brazilian property agencies and independent brokers

    Free trial
14. 

    14. RepairFlow

    Tickets, stock and counter sales for repair shops

    Best for: Phone and electronics repair shops running the counter themselves

    Free trial
15. 

    15. TeamClozr

    Phone CRM for real estate agents and their deals

    Best for: Independent realtors who want client and deal tracking on their phone

    See site
16. 

    16. Wobaka

    A simple CRM for founders and small sales teams

    Best for: Small teams who outgrew a spreadsheet of leads

    Free trial
17. 

    17. 6rsh

    WhatsApp, Instagram and site chat in one inbox

    Best for: Online shops selling to customers over WhatsApp

    Free plan
18. 

    18. Alnora

    Clinic booking, deposits and patient records for WordPress

    Best for: Private clinics, dentists and physios already running WordPress

    Free plan
19. 

    19. Axly

    Windows billing and stock app that keeps working offline

    Best for: Shops and traders on Windows PCs, especially GST-registered in India

    Free plan
20. 

    20. Bookagile

    Free appointment booking with automatic reminders

    Best for: Salons, barbershops and fitness studios taking appointments

    Free
21. B

    21. Brisk Appointment

    Simple online booking page with email reminders

    Best for: Solo service providers who want a basic booking link

    Free plan
22. 

    22. ChessCore

    Run fees, classes and parent updates for a chess academy

    Best for: Chess academies and coaches tired of chasing fees on WhatsApp

    Free plan
23. 

    23. Cord

    Quotes clients approve and pay from a single link

    Best for: Latin American suppliers and distributors who send quotes

    Free plan
24. 

    24. Cornerspot

    Free live chat, CRM, forms and e-sign on one record

    Best for: Trades, consultants and studios wanting free customer tools

    Free plan
25. 

    25. Deskydoo PMS for hostels

    Free booking calendar and front desk for small hostels

    Best for: Hostel and small hotel owners managing rooms and dorm beds

    Free
26. 

    26. EasyFunnel

    A website chat agent that collects leads before they leave

    Best for: Small businesses losing website visitors who never fill the form

    Free plan
27. 

    27. Eluvie

    Money, quotes and contracts for creative agencies

    Best for: Brazilian social media pros, design studios and agencies

    Free plan
28. 

    28. EternalEngine

    CRM, quotes, invoices and booking for one-person businesses

    Best for: Solo service businesses tired of paying for several apps

    Free plan
29. 

    29. Fishing Outfitter

    Bookings, deposits and client portal for fishing guides

    Best for: Fishing guides, fly shops and lodges running guided trips

    Free plan
30. 

    30. FollowIncome

    Projects, invoices and costs linked for service businesses

    Best for: Freelancers and small service teams managing client projects

    Free
31. 

    31. Hunt Outfitter

    Bookings, deposits and guide schedules for hunting outfits

    Best for: Hunting guides and outfitters juggling deposits, guides and camp

    Free plan
32. 

    32. Joinways

    Event inquiries, proposals and invoices for venues

    Best for: Restaurants, bars and event spaces that host private events

    Free plan
33. 

    33. Logged

    Log a job and send the invoice from your phone

    Best for: Solo plumbers, electricians and handymen

    Free plan
34. 

    34. NovaDraft

    Proposals, invoices and client records for freelancers

    Best for: Freelancers who send proposals and invoices in English or Arabic

    Free plan
35. 

    35. Pocper

    Intake forms, client notes and signed agreements together

    Best for: Clinics, salons and tutors handling client intake

    Free plan
36. S

    36. Sealed

    Type one sentence about a job, get a full proposal

    Best for: Freelancers and small studios who hate writing proposals

    Free plan
37. 

    37. SpideyChat

    Website chat assistant that answers from your own pages

    Best for: Small businesses that get the same questions through their website

    Free plan
38. 

    38. The-Y CRM

    One team inbox for WhatsApp, email, chat and phone

    Best for: Small teams handling customers across WhatsApp, email and phone

    Free plan
39. Z

    39. ZeniGrowth

    CRM, invoicing and accounting in one workspace

    Best for: Growing teams that have outgrown spreadsheets for sales and books

    Free plan
40. 

    40. Airprocess

    Build your own forms, CRM and workflows without code

    Best for: Teams of ten or more replacing paper forms and spreadsheets

    Free trial
41. 

    41. Blackwork

    Bookings, deposits and client history for tattoo studios

    Best for: Tattoo artists and studios tired of booking through DMs

    Free trial
42. 

    42. cards by DIGITAL-RAILWAYS

    Digital business cards and link pages on your domain

    Best for: Consultants and sales teams who hand out business cards

    Free trial
43. 

    43. Clovo

    Class booking and memberships for Australian fitness studios

    Best for: Pilates, yoga and group fitness studios in Australia

    Fee per sale
44. C

    44. Corvexa

    Website chat that spots buyers and collects their details

    Best for: Service firms that want more enquiries from their website

    Paid
45. 

    45. FermentIQ

    Brewery management you can run by voice

    Best for: Craft breweries and microbreweries tracking batches and compliance

    Free trial
46. 

    46. Handozo

    One branded link to onboard each new client

    Best for: Freelancers and small agencies onboarding newly signed clients

    Free trial
47. 

    47. Hishab

    POS, stock and accounts for Bangladeshi businesses

    Best for: Bangladeshi shops and restaurants wanting sales and books together

    See site
48. I

    48. InboxHarbor

    A shared WhatsApp inbox and simple CRM for your team

    Best for: Sri Lankan shops and service teams selling over WhatsApp

    Free trial
49. 

    49. insite.fyi

    Website chat assistant that answers and qualifies visitors

    Best for: Small businesses that miss website enquiries after hours

    Free trial
50. 

    50. Loyalo

    Subscriptions and loyalty points for Shopify stores

    Best for: Dutch and European Shopify shops selling repeat-purchase products

    Free trial
51. 

    51. Medixfy

    Clinic appointments, patient notes and billing together

    Best for: Clinics that want bookings, records and billing in one login

    Free trial
52. 

    52. Neighhbor

    Lesson booking and barn management for riding programs

    Best for: Riding barns and trainers running lessons and lesson packages

    See site
53. 

    53. OnboardHive

    One link takes clients from proposal to onboarded

    Best for: Small agencies onboarding new clients

    Free trial
54. 

    54. Pipeline

    Leads, quotes, jobs and invoices for UK trades

    Best for: UK trades and service firms tired of losing leads and quotes

    Paid
55. P

    55. ProTag

    QR stickers on equipment so customers call you for service

    Best for: HVAC, plumbing and electrical contractors

    Paid
56. 

    56. Qlynic

    Clinic records, bookings and billing in one web app

    Best for: Small clinics in Canada, especially Alberta doctors

    Paid
57. 

    57. Qria

    Feedback forms by QR code, plus your online reviews

    Best for: Cafés, shops and venues that want honest customer feedback

    Free trial
58. R

    58. Resytech

    Online booking and payments for tours and rentals

    Best for: Tour, rental and activity operators

    Fee per sale
59. 

    59. Review Kit

    Ask for reviews and reply to them automatically

    Best for: Local businesses that live on their Google reviews

    Free trial
60. 

    60. SayBriefly

    Meeting notes that catch client requests outside scope

    Best for: Freelancers and small agencies juggling several clients

    Free trial
61. 

    61. SmailOS

    Shared inbox for email, social and WhatsApp with a CRM

    Best for: Small teams answering customers across many channels

    Free trial
62. 

    62. SmartApp.az

    Restaurant POS with table, kitchen and stock tools

    Best for: Restaurants and cafés wanting one system from table to kitchen

    Free trial
63. 

    63. Stamly

    Booking, loyalty points and staff clock-in for salons

    Best for: Small hair salons in Norway moving off a paper diary

    Free trial
64. 

    64. Taddoo

    Bookings, deposits and consent forms for tattoo artists

    Best for: Tattoo artists and studios who book clients through Instagram DMs

    Free trial
65. 

    65. Text - AI Customer Service

    Website chat with an AI agent that answers buyers 24/7

    Best for: Online shops that get the same customer questions every day

    Free trial
66. 

    66. Tikex

    Work orders, scheduling and card payments for repair shops

    Best for: Repair shops and small field service teams

    Free trial
67. 

    67. TradeReady

    Quote, invoice and get paid from your phone on the job

    Best for: Solo plumbers, electricians and handymen

    Free trial
68. 

    68. TribeNest

    Website, checkout, bookings and email for one flat fee

    Best for: New small businesses wanting their site and sales tools in one place

    Free trial
69. 

    69. TrustSolo

    Contracts, invoices and tax estimates for UK freelancers

    Best for: UK freelancers and sole traders in their first years

    Free trial