ClientBeat lives inside Gmail and Slack. It shows you a live health score for every client relationship — and warns you before someone slips away.
A client goes quiet. You get busy with other projects. Two weeks pass, then a month. By the time you notice, they've already mentally moved on — or found someone else who was more present.
No CRM, Notion doc, or spreadsheet tells you when a relationship is cooling. ClientBeat does. Automatically. In the tools you're already using.
Managing 5–15 retainer clients across email and Slack. One lapsed relationship costs months of revenue.
Running a team while keeping clients happy. You need visibility without adding another tool to your stack.
Designers, developers, copywriters with long-term direct clients — not Upwork gigs — who pay via invoice.
Every client gets a red, amber, or green score based on last contact — calculated automatically, zero data entry.
The only tool watching both channels simultaneously. If a client goes cold on either, you'll know before it's too late.
No pipelines to build. Connect Gmail and Slack, tag your clients once in 60 seconds, and it works from day one.
Add retainer dates once. Get a nudge 2 weeks before renewal — with a suggested follow-up message draft.
Start every week with a clean summary: who's at risk, who's healthy, and exactly who needs your attention today.
Your data stays on your device. We read only metadata — who and when, never the content of your messages.
One click from the Chrome Web Store. No accounts to create, no onboarding call, no 47-step wizard to get through.
Authorize with your Google account and Slack workspace. We request only metadata permissions — who contacted you and when. We never read your message content.
Tell ClientBeat which of your contacts are active clients. This takes about 60 seconds. After that, the tool handles everything automatically.
Open Gmail or Slack and instantly see which relationships need attention. Get your Monday digest. Stay ahead of every client before problems become losses.
| Feature | ClientBeat | Streak CRM | Bonsai | HubSpot |
|---|---|---|---|---|
| Monthly Price | $19/mo | $49/mo | $24/mo | $50+/mo |
| Gmail Integration | ✓ | ✓ | ✗ | ✓ |
| Slack Integration | ✓ | ✗ | ✗ | ✗ |
| Auto Health Score | ✓ | ✗ | ✗ | ✗ |
| Zero Setup Required | ✓ | ✗ | ✗ | ✗ |
| At-Risk Alerts | ✓ | ✗ | ✗ | ✗ |
| Built for Freelancers | ✓ | Partial | ✓ | ✗ |
I lost a $3,000/month client last year because I simply forgot to follow up. A tool like this would have paid for itself in the very first week.
I've tried Streak, Pipedrive, everything. They all require too much setup. Working automatically from my existing inbox is exactly what I've been looking for.
Half my clients live in Slack and half in email. There's no tool that tracks both. This is the first one that actually matches how I work day to day.
Price rises to $29/mo after public launch. Early access locks in forever.
Join 180+ freelancers and agency owners on the early access list. Lock in $19/month forever.
No spam. No credit card required. Early access only.