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Client Management

Know Your Clients Better Than They Know Themselves

A CRM built for relationships, not just records. Health scores, enrichment data, communication timeline, and AI-powered insights for every client.

Client Health Scores

Every client gets a dynamic health score based on payment history, communication frequency, project progress, and engagement. Spot at-risk clients before they leave.

Company Enrichment

Enter a client email and Nainty automatically pulls company size, industry, funding, tech stack, and social profiles from Clearbit or Apollo. Know who you are working with.

Pipeline Management

Visual kanban board for your sales pipeline. Drag deals between stages, track value, and let AI predict which deals are most likely to close.

Communication Timeline

Every email, meeting, invoice, proposal, and note in one chronological view per client. Full context without switching between apps.

Every Interaction, One Place

Client data flows in from Gmail, your calendar, bank feeds, and enrichment providers. AI analyzes the patterns and surfaces what matters: who needs attention, who is at risk, and where your best opportunities are.

Works with:
ClearbitApolloPlaid
View all integrations →

Included in the free planSee all plans

Start using Client Management today

Free to start. No credit card required. Up and running in 5 minutes.

CRM for Solopreneurs — Client Management with AI — Nainty