Best client management software on Reddit
37 reviews from r/taxpros, r/WeddingPhotography, r/LawFirm and 6 more subreddits
37 reviews from
and
By Brand
/By Product
#1
Dubsado
5.0
(3)
"Dubsado has hands down been my favorite."
"It’s totally worth the $35/mo I spend. Easy to use, great for contracts, calendars, invoicing, and task lists."
"Dubsado is amazing. I prefer it over Honeybook."
#2
MyFirm360
5.0
(2)
"Best software out there for everything you need to run a firm!"
"You could look into options like Karbon, MyFirm360, Click Up, or Canopy."
#3
Karbon
4.0
(2)
"I wouldn't recommend TaxDome at that volume and firm size."
"Asana, Trello, Karbon, Canopy, and BigTime Software are all viable solutions."
#4
MyCase
4.0
(2)
"I'm leaning toward MyCase."
"I use MyCase and have a love/hate relationship with it."
#5
Salesforce
4.0
(2)
"Salesforce. Cheap, easy, customizable."
"Salesforce.com and sugarCRM are both free at the basic levels."
#6
Octoa
5.0
(1)
"I think it's great that it's really easy to use with a clean and simple interface."
#7
MyFirm350
5.0
(1)
"The top contender on this sub is MyFirm350."
#8
BIGContacts
5.0
(1)
"The most hassle-free CRM I have ever worked with."
#9
Zoho CRM
5.0
(1)
"I recommend using zoho crm for lead management and other stuff."
#10
Smokeball
5.0
(1)
"Smokeball is great--very functional."
#11
Really Simple Systems
5.0
(1)
"Just went through this process and started using cloud-based Really Simple Systems."
#12
Táve
5.0
(1)
"I’m a big fan of Táve due to immense customization."
#13
Iris Works
5.0
(1)
"I personally liked how easy Iris Works was to figure out. I set up everything within a day with it."
#14
Shootproof
5.0
(1)
"It's both client managing and gallery services. Easy to do contracts and invoicing/billing. Galleries have nice layouts."
#15
JetPack
4.0
(1)
"I like JetPack personally."
#16
Office Tools
4.0
(1)
"It’s works well."
#17
Asana
4.0
(1)
"Asana, Trello, Karbon, Canopy, and BigTime Software are all viable solutions."
#18
Trello
4.0
(1)
"Asana, Trello, Karbon, Canopy, and BigTime Software are all viable solutions."
#19
Canopy
4.0
(1)
"Asana, Trello, Karbon, Canopy, and BigTime Software are all viable solutions."
#20
BigTime Software
4.0
(1)
"Asana, Trello, Karbon, Canopy, and BigTime Software are all viable solutions."
#21
Lexicata
4.0
(1)
"If ALL you want is Client Management software? Check out Lexicata."
#22
PracticeMaster
4.0
(1)
"PracticeMaster!!!"
#23
frontdeskHQ
4.0
(1)
"FrontdeskHQ"
#24
Highrise
4.0
(1)
"Highrise FTW."
#25
Microsoft Dynamics CRM Online
4.0
(1)
"Microsoft Dynamics CRM Online can be got for about $35 per user per month."
#26
Autotask
4.0
(1)
"Autotask and Connectwise are popular with the support community."
#27
Vagaro
4.0
(1)
"I enjoyed it - some limitations compared to Mindbody, but much more affordable."
#28
Carepatron
4.0
(1)
"Carepatron offers essential features like client intake, e-sign, invoicing, and appointment booking, which are perfect for small teams."
#29
Honeybook
4.0
(1)
"Currently, Honeybook has a promotion for $1 a month."
#30
Houdiniesq
3.0
(1)
"Houdiniesq is robust but has a large learning curve."
#31
StudioNinja
1.0
(1)
"I use ShootQ but don’t recommend it any longer."
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