Pipeline management, SLA monitoring, workflow automations, and a built-in AI assistant that knows your entire client base — for $79/month flat. No per-seat tax. No Salesforce consultant required.
14-day Pro trial No credit card Full access from day one
Everything your service operation needs — built in, not bolted on
Service businesses need pipeline, SLA tracking, dispatch, and QA — not marketing automation and 5,000 apps. Here's how the tools compare.
Salesforce and HubSpot pricing based on published list prices as of 2024. Annual billing assumed.
No Apollo subscription. No separate email tool. Client Suite One finds businesses on Google Maps, auto-discovers their emails, and enrolls them in outbound sequences — without leaving the platform.
Search any city and industry — law firms, medical practices, real estate, home services. Results pull from Google Maps in seconds.
Emails auto-discovered from business websites. No manual research.
4-step outbound email sequences pre-loaded with high-converting copy for each industry. Fully customizable.
Daily sends automated via cron. Unsubscribe handling built in.
See open rates, click rates, and replies in your metrics dashboard. Mark leads as replied and move them through your pipeline.
Bounces and unsubscribes handled automatically.
14-day trial · No credit card · Full access from day one
Pick your vertical when you create your workspace. The sidebar, tools, and workflows configure themselves — no setup, no plugins, no IT ticket.
General CRM
Answering Service
Virtual Receptionist
Micro BPO
Enterprise
Select your service type during onboarding. You can change it anytime from Settings.
No Salesforce implementation partner. No 90-day rollout. Just a platform that works the way your operation actually works — on day one.
Pick General CRM, Answering Service, Virtual Receptionist, Micro BPO, or Enterprise. Your workspace configures itself in seconds.
Invite agents, import clients from CSV, and configure your pipeline or on-call schedules — depending on your vertical.
Log calls, take messages, manage shifts, track SLAs, score quality — everything in one place, in real time.
Missed calls, undelivered messages, overdue SLAs, uncovered shifts — they erode client trust fast. Client Suite One gives your team the visibility to stay on top of every request, every shift, every time.
Never lose a message
Every call gets logged, every message tracked until it's confirmed delivered.
Always know who's on call
The live dispatch board shows coverage in real-time — no confusion about who handles what.
Prove your quality
QA scoring and SLA compliance data give you the numbers to show clients and improve your team.
CRM pipeline, telephony, dispatch, BPO operations — all unified. No tool-switching, no integrations to maintain, no extra seats to buy.
Capture leads from any source. Drag cards across your pipeline board — New, Contacted, Qualified, Nurturing — with automatic status updates.
Track opportunities through five stages. Forecast revenue, view total pipeline value per stage, and drag deals to close.
Every client has a full profile — contacts, leads, deals, tasks, files, and activity timeline in one view.
Log inbound and outbound calls with status, duration, caller details, notes, and links to contacts or clients.
Take and track messages with urgency levels (Low → Emergency), delivery confirmation, and caller details.
Store client-specific answering scripts by category — greetings, FAQ, escalation, qualification, and closing.
Schedule on-call shifts per agent, per client. See who's covering what at a glance, 30 days ahead.
Real-time operations board showing who's on call, pending messages, upcoming shifts, and quick log actions.
BPO task management with priority levels, SLA deadlines, category tracking, and status workflows.
Real-time SLA compliance monitoring. Three zones: overdue, at risk, and on track — color-coded and client-specific.
Quality assurance scoring per agent across accuracy, timeliness, communication, and compliance — built in, not a $300/mo add-on.
Actionable command center: overdue follow-ups, leads at risk, tasks due, activity feed, recent wins, and client health — all on one screen.
Set rules once, let the platform work. Auto-create tasks, send alerts, flag at-risk leads, and assign follow-ups — triggered by status changes, inactivity, or overdue dates.
Ask anything about your pipeline in plain English. Get situation summaries, suggested next actions, and ready-to-send email drafts — all generated from your actual client data.
Send emails directly from any lead or contact page. Templates with variable substitution, open tracking, and full email history in the activity timeline.
Add your own fields to leads, contacts, clients, and deals. Text, dropdowns, dates, checkboxes — built for the data your specific business actually tracks.
Ask it anything about your pipeline in plain English. It reads your full client history and responds with the same context a seasoned rep would have after months on the job.
"What needs my attention today?"
Lists your overdue follow-ups, at-risk leads, and deals closing this week
"Draft a follow-up for the Acme lead"
Writes a ready-to-send email based on the full activity history
"Which deals are most likely to close?"
Analyzes stage, probability, and recency to prioritize your pipeline
AI Assistant
Powered by Claude
3 things need your attention:
🔴 Riverside Medical — overdue 4 days, last call went to voicemail
🟡 Acme Corp deal — closing in 3 days, no activity this week
📋 2 tasks due today for Johnson account
Subject: Following up — Riverside Medical
Hi Sarah, I wanted to circle back after my call last week. I know Q2 is busy for your team...
Open in email composer →
Ask anything about your pipeline…
Build "if this, then that" rules once. Client Suite One runs them automatically — no Zapier required, no monthly add-on.
Start automating freeNot enterprise software sitting in a drawer after a $20k implementation. Real teams, running real operations.
“We run an after-hours answering service for 40 medical offices. The dispatch board and message tracking means our agents always know who's on call and nothing falls through. We looked at Salesforce — it would have cost us $3,000/month to get the same features.”
Denise F.
Operations Director, ClearLine Answering
“The virtual receptionist module was exactly what we needed. Shift scheduling + dispatch board + call scripts in one place. Our agents stopped asking 'whose script do I use for this client?' Setup took half a day.”
Marcus D.
CEO, Concierge Desk Co.
“We use Client Suite One as a micro BPO. The work queue, SLA tracker, and QA scores give us exactly the accountability layer our clients expect. HubSpot doesn't even have these features — it's built for sales teams, not ops.”
Priya S.
Founder, PeakOps BPO
Free gets you in the door. Pro gets you out of your own way.
Free
1 userManual mode. You do the work. The platform just stores it.
What's included
Not included
No card required · Limits apply
Pro
Unlimited usersFull CRM + AI for your whole team — one flat price. No per-seat tax.
14-day trial · No card required
Operations
Unlimited usersFor service teams managing schedules, dispatch, and quality scores.
14-day trial · No card required
Enterprise
Unlimited usersFor multi-team operations that need custom configs and dedicated support.
Still on Free? Here's what you're doing manually.
Every feature below runs automatically on Pro. On Free, you're doing it yourself — or it doesn't happen at all.
🤖
AI Assistant
⚡
Automations
📧
Email Tracking
🔔
Follow-up Alerts
Available add-ons · Pro & above
Telephony Suite
+$29/moFor answering services and virtual receptionists managing inbound communications.
BPO Suite
+$39/moFor micro BPO teams running structured work queues and tracking agent performance.
Optional White-Glove Setup · $300 one-time
Don't want to touch a thing? We'll configure your workspace, import your data, and hand it off ready to go. Email us to book →
All paid plans include a 14-day free trial. No credit card required. Save ~17% with annual billing.
Pick your service type, invite your team, and be fully operational today — not after a $20,000 Salesforce implementation.
No credit card Full Pro access for 14 days Live in minutes