# ClientPro.ai Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ClientPro.ai Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10014428/ClientPro-ai/pricing

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# 

 ClientPro.ai Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

ClientPro.ai

## What is ClientPro.ai?

CRM solution that helps small businesses manage contacts, leads, sales pipeline, customer communication, and more.

## What is ClientPro.ai used for?

[Lead Management](https://www.capterra.com/lead-management-software/)[Lead Nurturing](https://www.capterra.com/lead-nurturing-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$97

Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ClientPro.ai

0.0

VS.

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting Price

$97

Per Month

Starting Price

$14.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (907)

Value For Money

0.0 (0)

Value For Money

4.7 (826)

Customer Service

0.0 (0)

Customer Service

4.8 (846)

## ClientPro.ai alternatives

[4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$61.00

Per User, Per Month

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

[4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/)

Starting price

Contact vendor for pricing

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity/News Feed

Continuous profile-based stream of news and activity

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

ClientPro.ai 125 features

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Assign issues and tasks based on availability or required skills

Create and automatically send premade copy in response to customer messages

Software's ability to perform similar action on multiple similar files simultaneously

Track and manage schedules and meetings via an integrated calendar

Notifications/alerts for upcoming events or tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Set campaign schedules by selecting start, pause, and end dates

Manage various distribution channels, build relations with channel partners, and track their performance

Communicate using direct chat or messages within the system

Track the amount of clicks on individual products to measure campaign results

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Tracking, calculating, and paying commissions and earnings to employees

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Process of dividing customers into groups based on common characteristics

Add customized logos and colors to align with company branding

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Create labels for products that contain required information such as colors, sizes, dates, etc.

Import and export data to and from software applications

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Send automated marketing emails based on user actions over a predetermined period

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Set up automated email sequences to streamline outreach and engage leads/contacts

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Manage or track sales completed by field teams/employees

Public or private sharing of digital files such as documents, audio/video, images, and more

Caters to sales teams

Establish measurable goals and objectives and track their progress over a specific period of time

Track interaction history by documenting conversations for contacts

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Create landing pages or online forms designed to capture new leads and prospects

Manually or automatically assign leads to sales reps

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Real-time alerts or notifications that inform teams about new leads or prospects

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Divide leads into buckets based on predefined criteria and routing rules

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Manage contacts across multiple mailing lists

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

See past and upcoming campaigns and communications in a calendar view

Access software remotely via mobile devices

Access the system via a mobile application

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage multiple campaigns in one system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Create many versions of emails, forms, or actions and gauge which is most effective

Track all opportunities for potential sales and convert them into recurring revenue

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Streamlining repetitive tasks and activities through automated and predefined workflows

Present a catalog of inventory that customers can view

Create proposals based on costs of labor and materials

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Monitor sales and make necessary adjustment in order to increase demand and revenue

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Define, track, and/or automate sales activities and sales processes

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Track visibility and traffic from search engines

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Share contacts with other applications like Gmail and CRM

Send promotional campaigns or transactional messages via text messages

Manage campaigns and track engagement for marketing efforts across social media channels

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Transfer queries and organize messages between agents

Interact with data visualization elements, such as charts and graphs, to drill down into data

Web form that allows users to enter data that is sent and processed for different reasons

Monitor activity of individuals who visit your website using cookies

Create, design and manage workflows for repetitive tasks

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## Pricing

Free Trial

Essentials

$97.00

Per Month

Professional

$197.00

Per Month

Elite Marketing

$397.00

Per Month

## Integrations

[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Clio](https://www.capterra.com/p/105428/Clio/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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