Clients Management

Powerful client management software for consultants

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Powerful client management software for consultantsClients Management

Robust client management software for consulting experts

Manage all clients from one consultancy platform

  • check iconCreate client bookings automatically from your website
  • check iconCreate new or sync your Google contacts
  • check iconManage your contacts list by filtering by category, searching for contacts, and updating them
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Manage all clients from one consultancy platform

Manage clients history

  • check iconFind a summary of all activities with clients on the overview page
  • check iconFind all information about clients' sessions on the sessions tab
  • check iconCreate or link clients notes
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Manage clients history

Actions board for consultants (coming soon)

  • check iconClient follow-ups at various stages of the work process
  • check iconCreate a smooth workflow
  • check iconGet an AI assistant to help you with your workload
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Actions board for consultants (coming soon)

Workee provides an all-in-one client management system that allows you to manage relationships with both new and existing customers with ease. From this single platform, you can manage client bookings, sessions, communications, payments, and other actions. Workee ensures that no customer needs go unnoticed! Get started right away!

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See how it works!

See how it works!

Trusted by professionals and experts

See what customers are saying

  • “I was looking for a convenient platform to run my online coaching business. With Workee, I got even more: My Workee website enables effective communication with my clients. It makes it easy for them to schedule sessions with me. Workee's in-browser video call function makes it convenient to run sessions from any device. This is absolutely the best online coaching software out there”

    Nick, Life Coach, Florida
    NickLife Coach, Floridamy.workee.net/nicklife
  • “Flexibility is everything to me. I enjoy working from various locations and hate feeling constrained. Workee's unlimited features give me that freedom. It's also cool because it's convenient. I've just spent a few minutes setting up and running my first session"

    Alexis, Business coach, Colorado
    AlexisBusiness coach, Coloradomy.workee.net/alexiscoach
  • “With Workee, I can manage my entire work day from one place. I can attend meetings, schedule and make notes with just a click. My clients can reach me directly through my website, no need to spend extra time on back and forth emails”

    Velis, Photograph, Texas
    VelisPhoto maker, Texasmy.workee.net/veilstate
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Integrations

Use your favorites tools with Workee

Do have favorite tools that you can't do without? You can keep track of all your accounts in one place, allowing you to centralize your data. Integrate Workee with your Google Calendar, Google Contacts, Google Meet, and Stripe. Quickbooks and Zoom (coming soon).

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Workee Starter is free. Upgrade any time.

  • check iconSimplest website builder
  • check iconBookings and payments with 0% fee1
  • check iconClient and Work management
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