Alternatives to TOOLKIT CRM

Compare TOOLKIT CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TOOLKIT CRM in 2026. Compare features, ratings, user reviews, pricing, and more from TOOLKIT CRM competitors and alternatives in order to make an informed decision for your business.

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    eM Client

    eM Client

    eM Client

    Boost your email and skyrocket your productivity with the best email client for Windows and macOS. eM Client is a fully-featured email client with a clean and easy-to-use interface. It also offers features for calendars, tasks, contacts, notes, and chat. eM Client's compatibility is unmatched. You can connect to any email service – it will work. This email client works seamlessly with Google Workspace, Office 365, Outlook, Exchange and virtually all conceivable email technologies. Integrates with Online meeting tools such as Zoom, MS Teams, Google Meet and more. eM Client enhances email communication for professionals and home users alike. It is the only email app on the market with the full support of server-side rules and search, instant message translation, "Snooze email" and “Watch for reply” features + easy to use email encryption (PGP and S/MIME). It also works perfectly with Gmail, including support for tags and signature synchronization.
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    Starting Price: $59.95 one-time fee
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    isosconnect

    isosconnect

    isosconnect

    Cloud hosted Software for health and well-being practitioners. Simple scheduling with calendar integration with iCloud, Outlook, Google and Exchange and session customization. Complete Client Management with client records and notes as well as file management and task management, managing appointments with automatic reminders. Integrated and unlimited video with waiting rooms and screensharing and more., for 1-1 and for groups. Integrated invoicing, and automated booking system that can be customized for specific hours and session types. Internal Peer-to-Peer directory for practitioners to find each other.
    Starting Price: £15.99
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    Allocatus
    The best calendar integration for project management. Automatically find your relevant tasks directly in your Outlook calendar. Allocatus can synchronize Microsoft Project tasks with your Outlook calendar or to-do list automatically. You create Microsoft Project tasks in the project plan, assign team members and publish the plan to the Project Server or Project Online. The Microsoft Project tasks will be automatically displayed in your team member's calendar (AutoLink). With automatic calendar updates, Allocatus immediately communicates changes and amendments made by one individual (the project manager) to other members of the project group. You can choose to create a Microsoft Project task either as an Outlook appointment or as an Outlook task. Note that Outlook appointments also show up in Microsoft Teams calendar und Outlook tasks in Microsoft To do. Allocatus can display your Microsoft Project task as an all day event or split into several appointments in your calendar.
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    LinkTime

    LinkTime

    LinkTime

    LinkTime is an AI-powered scheduling platform designed to simplify how individuals and teams manage appointments by combining booking links, automation tools, and AI communication agents into a single system. It allows users to create a booking link that can be shared with customers, clients, or colleagues so they can schedule meetings directly based on the user’s real-time availability. After connecting a calendar such as Google, Outlook, or iCloud and defining availability rules, users can share a personalized scheduling link or embed booking widgets on websites. It automatically manages scheduling tasks such as checking availability, creating the event, and sending confirmations or reminders. In addition to standard scheduling features, the platform includes AI agents that can handle bookings through voice calls, SMS, and WhatsApp conversations, allowing customers to schedule appointments through multiple communication channels.
    Starting Price: $10 per month
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    Booksy

    Booksy

    Booksy

    Booksy is a robust mobile calendar management and appointment scheduling software created to help salons manage payments and online bookings in real time. Comprised of two applications, Booksy Biz for businesses and Booksy for clients, this scalable solution provides users with flexible services designed to make appointment scheduling seamless. Booksy Biz enables business owners to make a business profile and fully manage their calendar and appointment schedules. On the other hand, Booksy allows clients to see their availability, view their business' profile, and schedule an appointment right from the app.
    Starting Price: $24.99/month
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    My Junna

    My Junna

    Junna Care

    My Junna software addresses all of your software needs in one system to keep you organized and help manage your time. Organize client contacts & information to improve efficiency. Track progress, family members, professionals, demographics, and assessment all in one spot. Assign employees to specific clients. Your Dashboard provides quick access to clients, tasks, billable time, and calendar. Track productivity daily, weekly and monthly. Employees can easily check to monitor progress and meet targets. Instant access to partner contact info, frequently used resources, & organization-specific notes. Note high quality organizations for referrals. Upload PDFs & print vendor flyers with just a few clicks. Calendar Sync. Keep track of all your important dates and appointments, for individuals and/or teams. Works for individuals or teams. Create and assign tasks for care team. Syncs automatically with your Google, ical, yahoo or outlook calendar.
    Starting Price: $90 per user per month
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    Achieve

    Achieve

    E2E Advising

    Advisors/faculty/staff publish their appointment times directly in Outlook or Google Calendar. Our two-way calendar sync feature will make appointments available to book for students in real time. Students can book appointments from anywhere, anytime, on any device. Appointment bookings will go straight into advisors/faculty/staff's Outlook or Google Calendar in real time. Kiosks are ideal for one-stop or distributed student service centers. Students can check in for scheduled/drop-in appointments by virtual kiosk, or on-site through QR code scanning, or card swipe. We offer the best student-focused queue and case management solution for HigherEd. Use our intuitive interface to collect notes, upload documents, and create referrals during face-to-face, zoom, or phone appointments. Through progress report campaigns, faculty notify students who are exhibiting at-risk behaviors. When notified, the student, his or her advisor(s), and the academic support team are informed.
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    Remindlo

    Remindlo

    Remindlo

    Remindlo is SMS reminder software that automates appointment notifications and customer engagement. The platform sends text reminders automatically as appointments approach to reduce missed bookings. Contacts can be added through photo uploads of physical diaries, manual entry, CSV imports, or calendar integrations. Pre-designed message templates and timing preferences simplify initial setup. The software integrates with Google Calendar, Outlook, and iCloud to support existing scheduling workflows. Remindlo handles recurring campaigns, post-appointment thank-you messages, review requests, and reactivation efforts for inactive clients. The platform includes email functionality alongside SMS capabilities. Analytics tools track campaign performance, while GDPR compliance features address data protection requirements. Multi-currency support accommodates international operations.
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    FinKoper

    FinKoper

    Alfa Solution spol. s.r.o.

    FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.
    Starting Price: €5/month
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    Appoint.ly

    Appoint.ly

    Appoint.ly

    Helps you to schedule 1-on-1 meetings with people all over the world. Works with Google, iCloud, Outlook, Office 365, and Exchange calendar, so forget about double booking. Saves your time by automated scheduling process that allows to schedule meetings via shared links. The idea is simple, you create your calendar, set your availability, and then share it with your clients or co-workers, who can easily schedule an appointment. Thanks to the integration with all major calendars and time-zone synchronization, you can be sure that everything goes smoothly. Great for professionals and teams scheduling different types of appointments. Good for individuals managing small projects. Interested in white-label solution for your enterprise? Custom software development, clock, custom API integration, brand customization, and dedicated partner manager.
    Starting Price: $8 per month
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    CorkCRM

    CorkCRM

    CorkCRM

    Take notes, book appointments, and follow up with leads automatically. Enter leads automatically via our Mailparser integration. New customers can book appointments online or over the phone. Sync appointments with Google Calendar. Once setup, new appointments will sync automatically. Impress your clients with sleek custom proposals. Cork makes it really easy to create detailed proposals. When you are at an estimate just fill in the blanks and email it to the customer. Customers can sign contracts on the spot or later on via email. Electronic signatures can be collected from a phone, laptop, or tablet. Used in combination with our online payments feature, estimators can eliminate the second trip back out to the house. Keep your business on schedule with our built-in job schedule. Establish a start/ end date and then assign a crew. Your crews can see for themselves where they need to be.
    Starting Price: $99 per month
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    Visibook

    Visibook

    Visibook

    Visibook is a premier appointment scheduling software solution specifically designed for busy, small business service providers. Simple yet powerful, this client appointment scheduler and business calendar provides the easiest way to help users manage their schedules, book customers, and send appointment reminders. Key features include recurring appointments, payment processing, client scheduling, client messaging and notes, appointment management, customer tracking, instructor scheduling, and more.
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    Daylite for Mac

    Daylite for Mac

    Marketcircle

    Daylite is an all-in-one business productivity app built specifically for service-based professionals in the Apple ecosystem. It combines CRM, sales pipeline tracking, project management, email, calendar, tasks, and notes into a single connected system. Designed for Mac, iPhone, and iPad, Daylite integrates seamlessly with Apple apps like Mail and Calendar. Every interaction—emails, meetings, tasks, and notes—is automatically linked to the right client, project, or opportunity. This creates a complete, searchable business history that saves time and strengthens client relationships. Daylite helps eliminate the need for multiple disconnected tools, reducing admin work and subscription costs. By streamlining workflows, it allows professionals to focus more on revenue-generating work.
    Starting Price: $29.00/month/user
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    Tacrem

    Tacrem

    Tacrem

    It all starts with your first client! Fill out their name, phone, email, etc and select a profile image if you'd like and hit create! With our appointment system you can easily see all your appointments including past and present. View your appointments for the day and see who they are with and why they are coming in. You can attach notes and we'll automatically attach the appointment to your clients profile. This is the hub of tacrem. Client profiles allow you to see all past appointments, projects, applications and images. You can easily attach new images for your client, view the original application form, schedule your next appointment or update the status on a piece of work! With our application system you can completely customize your application form to only ask the questions that matter to you. You can embed your application form in your website or just post a link that we host for you in your instagram bio!
    Starting Price: $29.99 per month
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    HealingRadiusPro

    HealingRadiusPro

    HealingRadius

    Free features for managing appointments and classes, clients and staff, and more for everyday health and wellness professionals. Use your online calendar to schedule, add, remove, change, or delete classes and appointments at anytime. Keep track of your staff by managing their schedules, time-off requests, wages, and more. Allow your staff to login individually to check their task list and schedule. Keep track of new and recurring clients by viewing their contact information, attendance record, outstanding payments, and upcoming appointments. Manage your business on-the-go with our mobile app, designed for smartphones and tablets. Stay connected anywhere to make important changes anytime. Book classes and schedule appointments online, 24/7. Cancel or reschedule appointments. Manage your staff and clients online. Maintain the profile page created for your holistic healing center. Respond to client reviews.
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    eWay-CRM

    eWay-CRM

    eWay System

    If you use Microsoft Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work.
    Starting Price: $20.00/month/user
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    Breely

    Breely

    Breely

    Breely is a flexible, modern online scheduling and business management tool designed to help service-based businesses automate appointment booking, client communication, and operational workflows, letting you build custom booking flows, accept payments, send email and SMS notifications, customize forms, collect signatures, manage resources, and automate tasks all from one place. From basic appointment scheduling to classes, workshops, and multi-resource bookings, Breely adapts to your unique needs and grows with your business by offering conditional booking logic, waitlisting, branded booking pages, calendar syncing with Google, Office 365, and iCloud, and integrations with tools like Zoom and Google Meet. It includes robust reporting features, client dashboards, custom fields, HIPAA compliance options, packages, coupons, subscriptions, and tools to sell services or products, helping reduce administrative work and improve client experience.
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    Vitalblocks CRM
    An integrated platform guides communication, project collaboration and asset management between marketers, creative teams, clients and agencies on the same platform. It allows you to handle multiple projects each with its own team, tasks, discussion board and assets. Pull in the right people either from across your organization or bring in external team members. Vitalblock’s Integrated Marketing Calendar gives marketers the ability to quickly launch campaigns, efficiently plan & coordinate activities, assign tasks, set milestones, track goals and progress and share updates with project stakeholders. Centralize all your communications and digital assets by projects and clients. Make asset collaboration more efficient, controlled and secured through appropriate access levels and user profiles. Empower your business branding, connect to brand materials, creative, teams and more.
    Starting Price: $9.95 per user per month
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    CozyCal

    CozyCal

    CozyCal

    It's more than scheduling software. It's a tool for building connections. Integrate online scheduling seamlessly with your business. Create a customized online scheduling flow that lets your clients schedule appointments, classes, rooms or equipment with just a few simple steps. Showcase offerings, manage schedules, and sync with external calendars to streamline the scheduling experience and maximize online bookings. Syncs with Google calendar and Outlook calendar to update real-time availability and prevent double-bookings. Set up one-on-meetings or group events, and control your availabilities by setting flexible event durations, event booking window, event padding time, or block off specific times. Detect timezone difference automatically so customers can schedule events either at their local timezone or in your timezone. Offer bundled services and products in packages, give discounts on bulk purchase sessions, and get paid for multiple appointments at once.
    Starting Price: $15.00/month/user
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    LawBase

    LawBase

    Synaptec Software

    LawBase was designed with the user in mind. LawBase allows law firms, corporate legal offices, and government agencies to customize and create their own database screens, maintain client profiles, calendars and schedules, integration, and more. LawBase integration with Microsoft the leading ubiquity in government workforce agencies allows users to create calendar appointments from a smartphone or tablet device on Outlook and automatically appear on LawBase without creating duplicate entries. Unlike like it's competitors who claim to have customizable management systems but limit user-defined fields, LawBase offers the client to custom design without the custom price tag.
    Starting Price: $1000.00/one-time/user
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    eTermin

    eTermin

    eTermin

    The smart and versatile online appointment planner for your company. Offer your appointments as a video meeting including screen sharing due to the COVID-19 quarantine! Control your flow of visitors and party traffic via online appointment scheduling. Can be scaled from very simple to fully individualized – try now free of charge for 30 days and without any risk! 24/7 online booking via website, email, social media and Google search. Automatic synchronization with your appointment calendars (iCloud, Google, Outlook etc.) Management of services and staff that can be individualized. Simple customer management and highly effective marketing measures.
    Starting Price: $19 per month
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    BookSwift

    BookSwift

    BookSwift

    BookSwift is an all-in-one appointment booking platform designed to make scheduling fast, simple, and stress-free. It helps service providers manage appointments, clients, and availability from one intuitive dashboard. With smart scheduling tools, businesses can control weekly availability, add buffer times, and handle rescheduling with ease. BookSwift includes built-in client relationship management, allowing providers to store profiles, notes, and booking permissions in one place. Integrated Stripe payments let providers accept and manage client payments securely. Two-way Google Calendar sync ensures schedules stay accurate and conflict-free. With mobile optimization and smart notifications, BookSwift keeps both providers and clients informed at every step.
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    Microsoft 365 Copilot Workflows
    Workflows is an agent within Microsoft 365 Copilot that enables users to automate tasks across Microsoft 365 applications by simply describing what they want in natural language, no manual step-configuration or connector setup needed. It lets you trigger actions on schedules or in response to events, collect and save user input with adaptive cards in Teams, and use your Microsoft 365 data (such as calendar entries, mail messages, or lists) directly without coding. After you submit a prompt, Workflows automatically resolves the services you referenced (Outlook inbox, Teams channel, etc.), generates a functioning workflow in the visual designer, and lets you test, monitor, and manage it via an Activity tab and Home page. Supported triggers and actions include recurrence, AI actions, Outlook (get emails, create events), Teams (post messages, adaptive cards), SharePoint (add/delete items), Planner (list tasks), Approvals, and Dataverse (AI Prompt).
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    Copy2Contact

    Copy2Contact

    Anagram Technologies

    Copy2Contact is used by companies and individuals to capture key business information about clients and leads. Smart professionals use Copy2Contact to slash data entry time by 98% and triple accuracy in their day-to-day tasks. Copy2Contact captures contacts, leads, appointments, and events into Microsoft Outlook and Salesforce.com on your PC or address book on iPhone. Grab contacts from emails, documents, resumes, websites, and more. Copy2Contact is a proprietary technology that saves time managing contacts and appointments. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping. It works from email signatures, web search results, documents, resumes, and any other source of contact or event information that's a routine part of any professional's daily workflow.
    Starting Price: $34 per user per year
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    8am

    8am

    8am Web

    Get more done from 8am with our easy-to-use CRM, shared contacts, notes and files, calendars, events, tasks, reminders, and more, all at your fingertips! Calendar view with private and public calendars, single and recurring events, tasks and more. Dashboard view with recent contacts, latest notes and files, upcoming events and tasks. Each 8am calendar now has an iCal link that you can copy and use to sync it with your favorite calendar software like Google Calendar or Outlook. 8am now integrates with smartQ workflow management tool, display your smartQ tickets in 8am calendar view! Events and tasks can now be assigned custom icons. We started with eleven, but plan to expand. We improved the contacts import from CSV/Excel files significantly. It now supports all the different parts of the name, handles duplicates and even allows to undo an import! You can attach SpiderScribe mind maps from your brainstorming sessions and Firefly design screens from your graphic projects!
    Starting Price: $18 per month
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    OIANA

    OIANA

    OIANA

    Smart calendar in the palm of your hand. Track your appointments, find out who confirmed, make appointments, block schedules, all easy and integrated via mobile and web. online scheduling, easy and intuitive. With OIANA your client can also schedule services whenever it is convenient, including when you are on call or resting. All scheduling is simple and fast. Everything anywhere. When creating an appointment, service or new member of your team, everything will be instantly accessible on all devices, both for you and your customers. Never worry about missing an appointment. Decrease the risk of no-show. That task of calling confirming whether or not the customer comes for the scheduled time is passed. OIANA sends a reminder that can easily be added to the client's calendar and the day before the scheduled time, Ana sends an SMS requesting confirmation of attendance. The customer answers Yes or No at no cost. more assistance at the lowest cost. With OIANA you use your time
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    Karen

    Karen

    Karen App

    Meet Karen, the #1 free appointment scheduling platform used by multiple businesses. Karen is the only intelligent personal assistant that works 24/7, behind the scenes to fill your calendar and take work off your plate. Need free unlimited appointment scheduling? From the moment clients book with you, Karen is there to automatically send branded & customized booking confirmations, deliver text reminders, let clients reschedule on their own, and process payments so your day-to-day runs smoother even as business get busier. All you need to do is show up at the right time. Karen seamlessly integrates with your Google or Office 365 calendar so you can focus on selling! Customers have reported up to a 300% increase in sales and up to 80% time savings from eliminating the back-and-forth, manual reminders and appointment administrative tasks Take a look at Karen, the world's leading free shared calendars and scheduling system.
    Starting Price: $8 per user per month
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    BloknotApp

    BloknotApp

    BloknotApp

    All appointment data is automatically stored in the clients' profile. Simply book appointments and not one client will be overlooked. Client profile tells you in detail about your guest's previous visits, treatments, and purchases. Medical records and uploaded pictures feature helps your team to deliver services to the highest standard. See the results of your work by storing pictures of your clients throughout the treatment. Allow your clients to book in 24/7. Unleash the power of your social media and website to generate even more online bookings. Run your business remotely. Small salon or a giant chain. Business analytics, clients retention, and team productivity. Automatic payroll and cash flow report. Access personal schedule via a mobile app. Upload pictures of your work into the client profile. See clients info and medical records.
    Starting Price: $35.00/month
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    ZenBookr

    ZenBookr

    ZenBookr

    ZenBookr is business management software for wellness professionals, combining scheduling, client management, and payments in one platform. Clients can book appointments online anytime via a customized profile page, with instant notifications for new bookings. The calendar supports drag-and-drop rescheduling and customizable daily or weekly views. Integrated with Stripe, ZenBookr enables secure payments, point-of-sale transactions, inventory management, and split payments. The client database tracks appointment history, preferences, notes, and loyalty badges. Professionals can create service catalogs and sell products directly through the platform. Real-time analytics provide insights into revenue, appointments, and team performance. Features include a review system, automated reminders via email and push notifications, and social media booking integrations for Instagram and Facebook. Optimized for mobile, ZenBookr works seamlessly on iOS, Android, and web browsers.
    Starting Price: $5.99/month
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    ClicknBook

    ClicknBook

    ClicknBook

    ClicknBook is a free appointment booking and scheduling software designed for professionals, teams, and organizations that need a simple way to manage appointments and client bookings. The platform allows businesses to create online booking pages where clients can view availability and book appointments in seconds. Professionals can manage their schedules using an intuitive calendar interface, organize services, and handle bookings across multiple team members or locations. ClicknBook includes automated appointment reminders to reduce no-shows, secure online payments during booking, invoicing tools for services provided, and client management features to keep track of customers and appointment history. The software is suitable for consultants, clinics, therapists, coaches, service providers, and any organization that needs reliable appointment scheduling and online booking capabilities.
    Starting Price: $12.90/month
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    CatchApp Bookings
    CatchApp Bookings is an intuitive scheduling tool made for professionals and businesses, designed to save your time; on average 5 hours per week. Allow your clients to book appointments on your own online Bookings page. Powerful 2-way sync with all major calendars - Google, Microsoft, and Apple. Create unlimited unique booking pages for your clients, offering different services, locations, and availability. Accept appointments anytime on your own bookings page from your website and even from your social media. Set flexible availability options for your different products or services. Allowing you to state when you're available for each. Automatically send reminders to you and your clients, cutting down no-shows.
    Starting Price: $20 per month
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    Schedule.cc

    Schedule.cc

    by 500apps

    Appointment scheduling software Schedule.cc by 500apps helps schedule online appointments for businesses. AI-powered appointment scheduling software lets you schedule events and appointments in real-time, sync your calendar, integrate with third-party apps, send event reminders, and manage your availability. Get access to 37+ apps for $14.99 per user. Features: Appointment Scheduler: Schedule.cc streamlines your calendar and entire online appointment scheduling process, simplifying communication and time management for everyone involved. Event Reminder: Real-time event reminders will keep your clients informed about all their upcoming appointments. Calendar sync: You can sync your calendar with apps of your choice to stay on top of everything that happens in your day and keep track of appointments and meetings. Event Scheduler: Customize your calendar according to your availability. Set up custom events for one-on-one meetings, team meetings or group events.
    Starting Price: $14.99 per month
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    Jituzu

    Jituzu

    Jituzu

    At the core of any successful business is its ability to efficiently schedule client contact. You can make scheduling a breeze with our HIPAA-compliant features. Set access privileges by user, color-code the services you provide and synchronize multiple office locations, staff members and client contacts, all with one, easy-to-use application. Interactive appointment reminders work with your calendar to remind and confirm client appointments, and send any text message responses to your private inbox. You can also automatically send appointment details to a client's phone the moment it's entered into the calendar. Use our automatic waitlisting to keep your schedule full when someone cancels. New and existing clients can enjoy the convenience & privacy of online scheduling and messaging with you based on preferences you control. Fully-automated new-client intake allows new clients to create their own account.
    Starting Price: $7.95 per month
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    Amphis Customer

    Amphis Customer

    Amphis Software

    Our CRM and Contacts Management Software makes it easy to manage Contacts and create Appointments, Customer Notes, Customer Letters, Quotes, Estimates, Invoices, Tasks, Statements and Job Sheets. Reminders eg Callback Reminders can be created to keep you organized including a Today view showing what is planned for today for each person. Appointments, Jobs and Tasks can be assigned to one or more people. The Appointments View shows Appointments for a given month and can show Appointments for a specific person or for everyone. Mail Merge and Email Marketing are supported as well as VoIP and sending SMS Messages. Amphis Customer can integrate with Outlook for easy handling of customer Email, Tasks and Appointments. Quotes and Invoices can be free-text paragraphs with a price for each or they can be created by selecting items from a Parts database of items that you sell.
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    Carepatron

    Carepatron

    Carepatron

    Carepatron is a community-driven therapy scheduling platform for medical providers and their clients. They believe that healthcare teams play a critical role in our communities but often don't have access to the scheduling tools they need to deliver more collaborative and better mental health outcomes. Instead, they often rely on low-quality scheduling tools, manual processes, and legacy software to get by. Carepatron believes that the best way to better health is by bringing practitioners and clients together in one collaborative therapy platform. Carepatron features a free basic option, while the professional plan costs $12/month. An organizational account is also available. Key features: Online scheduling Calendar sync Recurring appointments SMS and Email reminders Website and Facebook calendar integration Fully integrated telehealth tool Health records, clinical notes, and documentation Payment processing HIPAA certified
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    Infofree

    Infofree

    Infofree

    Unlimited sales leads, mailing lists, business profiles, person search & CRM. Only $99/month, just one new customer will pay for the entire annual cost! Infofree helps users find new leads. Grow your business with access to unlimited sales leads, business profiles, people search, and a free CRM. We're helping entrepreneurs, salespeople, and marketers reach their sales and customer goals daily. Unlimited sales leads, business profiles on 14 million businesses, person search on 200 million people, contact manager. See your prospects on a map, call and set appointments right from your smartphone, available in the Salesforce App Store, Android & iPhone versions available. Infofree supplies you with the leads you need. With Infofree, it’s easy to find the business or consumer leads that match your target market. Sync your Google or Outlook accounts with the new CRM101® calendar integration.
    Starting Price: $99 per month
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    Plandok

    Plandok

    Plandok

    Simple, flexible and powerful booking software for your business, it’s totally FREE! Simple tool with a powerful calendar where you can easily book and schedule appointments of your business. Various great features to make your business scheduling as easy as possible. Know your customers better. Maintain client relationships with detailed appointment history, preferences, future bookings, and contact details. Remind customers of their scheduled appointment by SMS and email. All you need to do is to enable reminders and all your clients will be informed automatically, no more missed appointments. Powerful calendar allows to easily plan and manage your employee schedules. Each of your employees can access their schedules at any time and anywhere. Let your customers book appointments by themselves! With Plandok you can create your business page and clients will be able to book an appointment via their computer or smartphone any time!
    Starting Price: $20 per month
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    Tala

    Tala

    Tala

    Tala is an AI phone system for teams that can't answer every call. When a call comes in, Tala answers immediately, qualifies the request (reason, urgency, contact info), and triggers the right next step: books an appointment, transfers to the right person, or sends a structured summary to the team. Integrates with Google Calendar, Outlook, Calendly, and business tools. Every handled call produces an actionable summary accessible from the mobile app in real time. Built for real estate agencies, field service teams, and any business where missed calls mean missed opportunities.
    Starting Price: €29/month
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    Hello Aria

    Hello Aria

    Realityrift Innovations

    Hello Aria — Your All-in-One AI Productivity Assistant One tool. Every platform. Total control. Aria streamlines your workflow across WhatsApp, Telegram, Email, and Web—no app-switching, no clutter. Smart Reminders Pre-alerts, follow-ups, and auto-snoozes so nothing slips. Effortless Tasks Create and track tasks instantly—always synced. Voice & Image Magic Send a voice note or photo; Aria understands and acts. Instant Meeting Minutes Record, send, and get clean MoMs with action items. Smart Notes Capture ideas; Aria organizes them automatically. Circles Send group reminders in one tap—teams, clients, communities. Flexible Calendar Schedule anything—days, months, or a year ahead. Google & Microsoft Integrated Send emails, create links, upload files, sync calendars—right from chat. Unified Dashboard See everything—tasks, reminders, notes, insights—in one place. Built for busy professionals who won’t juggle 10 apps. No downloads. No installs.
    Starting Price: $4/month
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    Bitrix24

    Bitrix24

    Bitrix24

    Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.
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    Starting Price: $ 49 per month
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    BizAssistant.ai

    BizAssistant.ai

    BizAssistant.ai

    BizAssistant.ai is an AI-powered virtual receptionist platform that answers business calls 24/7 with a natural, human-like voice and captures structured customer details such as service type, address, urgency and preferred appointment time so no lead goes to voicemail; it can optionally book appointments directly into your calendar (Google, Outlook or iCloud), send clean summaries plus full call transcripts after each interaction, and help reduce administrative workload and missed revenue by turning inbound inquiries into booked jobs even when teams are on jobs or after hours. It is designed to be set up in minutes with custom intake questions and business info, provides smart call routing and job intake workflows that feel like a real front desk, and gives business owners consistent lead capture and scheduling automation so they can focus on work rather than answering calls.
    Starting Price: $297 per month
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    Calendly

    Calendly

    Calendly

    Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.
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    Starting Price: $10 per user per month
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    Ordaana

    Ordaana

    Ordaana

    Ordaana automates small business operations with customizable order forms, dynamic scheduling, seamless financial management, and interactive client portals. Elevate your client experience and team management in an all-in-one integrated platform. So many business apps in one! Client Management Order Management Estimates Invoices Subscriptions Team Calendar Team Tasks Lead Capture Forms Scheduling Forms Payment Forms SMS 2-Way Messaging Client Portals Automated Reminders Email & SMS Notifications Business Analytics
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    Microsoft Outlook
    Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.
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    Square Appointments
    Square Appointments is an appointment scheduling software and booking app. It is a one-stop solution for businesses of all types looking to save time and stay organized. It integrates POS with online booking, payment processing, customer management, and cloud-based calendar. With Square Appointments, clients can book all your services online 24/7. It also comes with robust features for teams, including employee calendars, schedule tracking, and employee and location management.
    Starting Price: $29/month/location
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    Timeslot Wizard
    Timeslot Wizard is an all-in-one appointment scheduling and business management platform built for salons, beauty professionals, barbershops, spas, wellness businesses, and other service-based businesses. It helps businesses simplify online bookings, manage staff calendars, reduce no-shows with automated email and SMS reminders, collect deposits and payments, and keep customer information organized in one place. With two-way calendar sync, service management, client profiles, waitlists, reporting, marketing tools, and loyalty features, Timeslot Wizard brings essential day-to-day operations together in a single platform. Designed to be simple, flexible, and easy to use, Timeslot Wizard helps service businesses spend less time managing appointments and more time serving customers and growing their business.
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    Confirmatodo

    Confirmatodo

    Mommento S.A.S.

    Confirmatodo is appointment confirmation software for service businesses. It connects to Google Calendar, reads upcoming appointments and automatically sends confirmation and reminder messages over WhatsApp using the official WhatsApp Business API. When a client confirms, cancels or reschedules, the calendar updates automatically. Businesses report reducing no-shows by up to 70%. Features: two-way Google Calendar sync across multiple calendars, customizable WhatsApp templates per service type, online self-booking pages available 24/7, an automatic waitlist that offers cancelled slots to the next client in line, revenue control with daily cash close, walk-in registration, and analytics on attendance, cancellations and reschedules by staff and service. It runs in the browser with nothing to install, and clients receive messages in their normal WhatsApp. Plans start at 9.90 USD per month and every plan includes a 14-day free trial.
    Starting Price: $9.90/month
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    Strad Pro

    Strad Pro

    Strad Pro

    Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.
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    SocialPilot

    SocialPilot

    SocialPilot

    SocialPilot is a social media management platform founded in 2014. It serves marketing agencies, small businesses, and in-house marketing teams managing social media activity across multiple accounts and clients. SocialPilot supports 10 social media networks: Facebook, Instagram, LinkedIn, X (Twitter), TikTok, YouTube, Pinterest, Threads, Bluesky, and Google Business Profile. Key features include post scheduling, bulk scheduling via CSV upload, a content calendar, a social inbox for managing comments and messages across platforms, role-based team collaboration with approval workflows, AI-assisted content creation, analytics and custom reporting, white-label platform and reporting for agencies, and an MCP server integration that allows users to create and schedule posts directly through Claude AI. SocialPilot is built for teams and agencies handling multiple social accounts and clients from one place. It reduces tool-switching by combining scheduling and client collaboration.
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    Sign In Scheduling

    Sign In Scheduling

    Sign In Solutions

    Sign In Scheduling (formerly 10to8) is all-in-one Online Booking & Appointment Scheduling software trusted by thousands of businesses worldwide. Managing multiple clients with busy schedules is challenging. With 10to8 Appointment Scheduling Software, you can offer a convenient online booking page that your clients can use to schedule appointments. Wave goodbye to being interrupted by phone calls and maintain control over your schedule. The intelligent SMS & email reminders will notify your clients of their upcoming appointments which will improve communication & customer experience, and reduce no-shows by up to 90%. The 2-way calendar sync with the most popular calendar apps will rid your business of double-bookings and the awkward situation when two clients turn up at the same time for their appointments. Be more visible online & appear more professional with a branded 10to8 online booking page. Display your services in a professional way and increase online bookings.
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    Starting Price: $7.20 per seat per month