Best Client Engagement Apps

4.8😐(16K ratings)

FreeIn-App Purchases

#51in Business

HoneyBook - Small Business CRM screenshot 1

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Streamline your independent business operations with tools for invoicing, contracts, payments, project tracking, and client scheduling. Automate tasks and manage expenses to deliver exceptional client experiences and stay in control of your business.

What We Love

🚀 Streamlined workflow
🔒 Secure payment processing
👍 Intuitive and user-friendly
🚀 Efficient client management
👍 Helpful customer support

Room to Improve

🐛 Buggy mobile app
💰 Expensive fees and subscription
🔍 Limited customization options
🔍 Inconsistent features between web and mobile
🔍 Difficult to navigate for new users

Cloze Relationship Management by Cloze

Smart CRM, Inbox and Contacts

Strong Contender

4.7😐(2.8K ratings)

FreeIn-App Purchases

Cloze Relationship Management screenshot 1

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This app acts as a personal assistant for professional relationships, consolidating all contact details and communication history from various apps into a single view. It uses AI to remind you to reach out to contacts and helps manage deals and projects.

What We Love

🚀 Powerful CRM features
🔍 Comprehensive contact management
🔗 Seamless integrations
🕰️ Helpful reminders and follow-ups
🧠 Intelligent AI-powered suggestions
👍 Intuitive and user-friendly interface
🤝 Excellent for building relationships
💻 Consistent experience across devices

Room to Improve

🐛 Buggy and unstable performance
🕰️ Slow sync and refresh times
🤔 Confusing onboarding and setup
💰 Expensive subscription model
🔒 Privacy concerns with data access
🔍 Inconsistent search and filtering
📧 Issues with email integration and management

Clio for Clients by Themis Solutions Inc.

Stay connected to your lawyer.

Worth Considering

4.9😐(13K ratings)

Free

This app offers a secure portal for clients to communicate with their legal counsel. It allows for document sharing, private messaging, case updates, and invoice management, all within a protected client-attorney environment.

What We Love

👍 Easy to use
🚀 Runs well
🔒 Safe and secure communication
👍 Simple and works well
👍 Very well done and professional
👍 Quick, easy, and simple to use
👍 Easy access and immediate upload
👍 Great way to communicate with attorney

Room to Improve

🐛 Can't sign in, no email received
🐛 Takes a day before you can open the message
🐛 Videos don't send, separates everything
🐛 App twitching, can't see any words
🐛 Clicking on messages doesn't show them
🐛 Uploading pictures and documents not always easy

More Client Engagement apps to explore

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

💰 Finance

(11)

Clients: Your Client Book, CRM

Manage Your Customer Database

Client data storageContact importReminders and notes

Effortlessly store and manage your client data with this simple and beautiful application. Organize customer interactions, make notes, import contacts, and set reminders. Communicate with clients via email, SMS, or direct calls, all from one place.

free with in-app purchases

(412)

Karbon for Clients

Accounting firm client portal

Secure file sharingClient-advisor communicationTask management

Securely share files, exchange information, and communicate with your accounting firm. Manage tasks and stay connected with your advisors from your mobile device. Track project progress and reduce back-and-forth communication.

(3)

Client Note Tracker - Easy CRM

Customers, Records, Journal

Searchable client listCustom client fieldsNotes with photos and dictation

Easily record and retrieve client interactions and details. Add custom fields, notes with photos, and access your data across multiple devices via cloud backup. Ideal for professionals needing organized client management.

Premier Client Engagement App

Real-time collaboration toolsAutomated client nurturingPersonalized communication

This app facilitates stronger client-agent relationships through real-time collaboration and automated, personalized communication. It aims to foster longer-lasting connections with an intuitive user experience.

(6)

Find & engage the right buyer

LinkedIn Sales Navigator

Real-time sales updates on accounts and leadsDiscover new accounts and leadsPrepare for sales meetings

This app allows sales professionals to manage accounts and leads on the go. It helps identify and engage potential buyers with personalized outreach and provides real-time updates and recommendations.

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Client information gatheringDocument collectionEmail-free client interactions

This platform helps organizations engage, recognize, and reward their stakeholders globally. It facilitates feedback collection, immersive experiences, and data-driven insights to measure success and celebrate achievements with a customizable rewards catalog.

Feedback collectionImmersive experiences and eventsData-driven insights

I'm Here! Client Check-In App

(57)

freemium

Instant Text & Email Alerts

One-tap client check-inInstant SMS and email notificationsCustom confirmation messages

This app streamlines client arrivals for appointment-based businesses. Clients can check in with a single tap on an iPad, and staff receive instant SMS or email notifications. It offers a simple, professional alternative to traditional check-in methods.

free with in-app purchases

(17)

Moxo Classic

by Moxtra, Inc.

One-stop digital workflowsSecure messagingDocument exchange

Streamline client management with digital workflows, secure messaging, and document exchange. This app supports the entire client lifecycle, from onboarding to servicing and exception handling, helping businesses break bottlenecks and meet deadlines.

(46)

AdvocateHub by Influitive

Your Engagement Platform

Engage with brandsComplete interactive challengesEarn points and rewards

Engage with brands you love by completing challenges and earning rewards. Gain insider access to companies, provide feedback on new features, and connect with a community of like-minded individuals.

Manage your cases, activities, and finances with this comprehensive client portal. Track progress, view media, communicate with contacts, and handle billing and payments all from one centralized platform.

Intuitive dashboard overviewCase tracking and media viewingContact management and communication

Facilitates secure communication and appointment management between professionals and their clients. Users can exchange messages, schedule and view appointments, and receive notifications. Optional location-based reminders can alert professionals when they are arriving for an appointment.

Secure messagingAppointment schedulingView upcoming/past appointments

This platform helps multi-location businesses grow by automating customer acquisition. It offers tools for collecting reviews, managing leads, sending surveys, and texting customers, all from a single interface. Enhance your customer journey from initial contact to repeat business.

Collect reviews from customersConvert leads and manage inquiriesRun customer surveys

Manage your business operations on the go with this comprehensive tool. Schedule appointments, send invoices, manage clients, and run marketing campaigns from a single application. Stay connected to your business and clients 24/7.

Appointment schedulingBilling and invoicingClient management

by The Marcus Buckingham Company

Identify top StandOut rolesLight-touch leadership check-insPersonalized coaching insights

Identify your unique strengths and improve team collaboration. This app provides personalized coaching and insights based on extensive research to optimize your work and energize your professional life.

Booking, Appointment Scheduler

Client address book and history trackingCustomizable appointment schedulingService and income reporting

This app helps beauty industry professionals manage clients, appointments, and service history. It offers features for tracking client details, scheduling services, generating reports on bookings and income, and communicating with clients via mass emails or SMS. Customizable services and flexible scheduling options are also included.