AI TOOL PROFILE
Client Pro AI: CRM and Business Automation Software
Pricing
Pricing consists of three monthly tiers: Essentials at $97/month, Professional at $197/month, and Elite Marketing at $397/month. A 14-day free trial is available.
At a glance
- Best for
- Small business owners, Agency owners, Service-based businesses
- Key use cases
- Lead and Pipeline Management, Automating Client Appointments, Centralizing Customer Communication, Digital Marketing and Presence, Billing and Collections
- Official website
- Visit clientpro ai official website
How AI is used
Client Pro AI is a CRM and marketing automation platform designed for small businesses. It provides a central hub for managing client communications, including a business phone system, text messaging, and email marketing, alongside tools for lead tracking and invoicing.
The software supports operational tasks such as social media scheduling and reputation management within a single app. It includes AI components, such as an AI Employee designed to handle calls and appointments and an AI assistant for back-end tasks.
Buyers should confirm which pricing tier matches their automation needs, as the AI assistant and certain marketing features are available in higher-priced plans. Additionally, usage-based costs for calls, SMS, and AI tokens may apply.
Key Features
CRM and Lead Management
Tools to manage client relationships, track leads through sales pipelines, and import or export contact lists.
AI Employee
An AI-driven system designed to answer phone calls, take messages, and schedule appointments.
Omnichannel Communication
A unified inbox that supports email, SMS, Facebook Messenger, Google Messaging, and a business phone system.
Website and Funnel Builder
Supports the creation of websites and landing pages for marketing purposes.
Invoicing and Payments
Supports bidding on jobs and sending invoices through the application.
Reputation Management
Tools to generate and send review requests to customers via Google and other platforms.
Social Media Scheduling
A system to create and schedule posts across major social media platforms.
Use Cases
Lead and Pipeline Management
Using the sales pipeline to track potential deals and manage lead follow-up.
Automating Client Appointments
Using the AI Employee to handle incoming calls and book appointments.
Centralizing Customer Communication
Managing text, email, and social media messages from a single inbox.
Digital Marketing and Presence
Building landing pages and scheduling social media content to attract leads.
Billing and Collections
Creating bids for projects and sending digital invoices for payment.
FAQ
Does Client Pro AI have a free trial?
- Yes, Client Pro AI offers a 14-day free trial that allows users to test features such as the sales pipeline and phone system.
What are the different pricing plans?
- There are three tiers: Essentials ($97/mo), Professional ($197/mo), and Elite Marketing ($397/mo).
What does the AI Employee feature do?
- The AI Employee is designed to answer phone calls, take messages, and set appointments for the business.
Can I manage my social media with Client Pro AI?
- Yes, the platform includes a social media scheduling system to help businesses create and manage posts across major platforms.
Source category: Sales
Source subcategory: CRM
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