“TakeClient transformed how we manage customer relationships. The AI-powered insights helped us close 40% more deals in just 3 months.”
40% more deals closed
LM
Lina Martinez
Head of Sales at Startup Agency
Live — AI Pipeline Insights
Close deals 10× faster with 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.
No credit card required • 14-day free trial • Cancel anytime
Trusted by teams at
NovaTechArclineHelioBluePeak
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
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MJ
ER
DK
LT
4.9/5 from 2,500+ reviews
Trusted by innovative teams worldwide
Startup AgencyDigital Marketing
GrowthLabsSaaS
Commerce PlusE-commerce
CloudFirstTech Consulting
MediaCraftCreative Agency
DataWiseAnalytics
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.
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.
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Trusted by 500+ companies worldwide
What Our Customers Are Saying
Join thousands of businesses already growing with TakeClient
“The automation features saved our team 15+ hours per week. Pipeline visibility went from chaos to crystal clear.”
15+ hours saved weekly
VK
Victor Kowalski
RevOps Manager at GrowthLabs
“Finally a CRM that our whole team actually wants to use. The WhatsApp integration is a game-changer for our client communication.”
98% team adoption
PS
Priya Sharma
Founder & CEO at Commerce Plus
“The email marketing integration with our CRM data is seamless. Our campaign open rates improved by 25% with personalization.”
25% higher open rates
JC
James Chen
Marketing Director at DataWise
500+
Active Companies
50K+
Deals Managed
99.9%
Uptime SLA
4.9/5
Customer Rating
Simple, Transparent Pricing
Choose the perfect plan for your business. All plans include a 14-day free trial and can be cancelled anytime.
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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