TakeClient
Live — AI Pipeline Insights

Close deals 10× fasterwith AI

TakeClient brings together contacts, conversations, and forecasting. Let AI auto‑draft replies, score leads, and surface next best actions — all in a clean, lightning‑fast interface.

Trusted by teams at
NovaTechArclineHelioBluePeak
app.takeclient.com

Today

Auto‑draft
Follow up with Acme
AI suggests next step

Draft an email that references last call and proposes Tuesday demo.

Score new inbound lead
Lead score: 87

High intent: visited pricing 3×, replied on chat.

Omnichannel InboxAI Lead ScoringWorkflow AutomationRevenue ForecastPlaybooksCRM APIIntegrationsMobileOmnichannel InboxAI Lead ScoringWorkflow AutomationRevenue ForecastPlaybooksCRM APIIntegrationsMobile

Trusted by 10,000+ Growing Businesses

Join successful companies that have transformed their customer relationships

SC
MJ
ER
DK
LT

4.9/5 from 2,500+ reviews

TechCorp
InnovateLab
FutureWorks
GrowthCo
ScaleUp
NextGen

Everything You Need to Scale Your Business

Our AI-powered CRM platform provides intelligent automation and insights to transform your customer relationships and accelerate growth.

TakeClient

Smart CRM. Powered by AI Agents that work 24/7 for your business.

Get Started
AI Insights
Automation
Analytics
Security

Our AI agents work around the clock. They automatically qualify leads, schedule meetings, follow up with prospects, and provide intelligent insights to help you close more deals faster than ever before.

10,000+

Contacts Managed

Smart Targeting

AI-powered lead scoring and predictive analytics help you focus on the most promising opportunities.

85% accuracy

24/7 Automation

Never miss a lead or follow-up again

Ready to Transform Your CRM?

Join thousands of businesses using AI-powered CRM to accelerate growth.

Beautifully simple. Ridiculously powerful.

Modern components crafted with Tailwind — optimized for clarity and speed.

💬

AI Copilot

Auto-draft emails, summarize calls, and suggest next steps directly in your workflow.

Automation

If-this-then-that builder for leads, routing, SLAs, and lifecycle stages.

📈

Forecast & Insights

Predict revenue with confidence scoring and deal slippage alerts.

🔗

Integrations

Gmail, Outlook, Slack, Stripe, Zapier and 50+ more — works with your stack.

🔒

Security

SSO, audit logs, role-based access, and regional data residency options.

📱

Mobile

Native iOS/Android with offline mode and voice notes → CRM entries.

See how teams use TakeClient

Book a live walkthrough and get a tailored playbook for your pipeline.

Book a demo →
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“Our ramp time dropped from weeks to days. The AI suggestions feel like magic.”

— Lina M., Head of Sales

“Pipeline accuracy went up 18%. The UI is smooth and the automation builder is 💯.”

— Victor K., RevOps

“Finally a CRM the team actually wants to use.”

— Priya S., Founder

Simple, Transparent Pricing

Choose the perfect plan for your business. All plans include a 14-day free trial and can be cancelled anytime.

Save $$$

Starter

Perfect for small teams

$29/month

Up to 1,000 contacts
Basic email integration
Task management
Basic reporting
🔥 MOST POPULAR

Professional

Advanced features for growth

$79/month

Up to 10,000 contacts
Advanced email integration
Workflow automation
Advanced reporting & analytics

Enterprise

Full-featured solution

$149/month

Unlimited contacts
Advanced integrations
Custom workflows
24/7 phone support

Questions, answered

How does the AI work?
We combine LLMs with your CRM data to provide suggestions and automations. You’re always in control.
Do you offer a free trial?
Yes — the Professional plan includes a free 14‑day trial, no credit card required.
Is my data secure?
We support SSO, role‑based access, encryption at rest and in transit, and audit logs. SOC 2 readiness in progress.

Ready to Transform Your Customer Relationships?

Join thousands of successful businesses using TakeClient to streamline their operations, boost productivity, and accelerate growth. Start your free trial today.

Enterprise Security

Bank-level encryption and compliance

24/7 Support

Round-the-clock expert assistance

Quick Setup

Get started in under 5 minutes