Client Management & Bookings
Why you need this:
Running a service-based business means juggling leads, contracts, invoices, and client communication — often all at once. A client management platform streamlines it all, so you can spend less time in your inbox and more time doing the work you actually love. From automating your onboarding process to sending proposals, scheduling calls, and getting paid on time, tools like Dubsado help you stay organized, look professional, and create a seamless experience for your clients from start to finish.
Dubsado
Our Recommendation (most customizable)
Handle your entire client journey - leads, proposals, contracts, workflows, invoices, and scheduling - all from one fully customizable platform. Dubsado is powerful and flexible, with robust automation tools built for growth.
Best for:
Service providers, creatives, and agencies ready to streamline operations and save hours with automation.
17Hats
Our Recommendation (most beginner-friendly)
A straightforward, all-in-one business management system for solo entrepreneurs. Manage clients, automate workflows, send contracts and invoices, and stay organized, without needing a tech background.
Best for:
New freelancers, consultants, and side-hustlers who want an easy-to-learn tool to look professional and stay organized.
