Question: Do you know of a solution that integrates with popular productivity tools like Gmail and Google Drive to manage client relationships and billing?

Hubflo is an all-in-one client portal for service companies. It handles client communication, projects, file sharing and automation. With features like a secure client portal, CRM and billing integration, and native integration with Google Drive, Hubflo is designed to streamline communication and accelerate projects to boost client satisfaction and retention.

Another good option is Karbon, a collaborative practice management tool geared for accounting firms. It handles client management, business analytics, workflow automation and project management, and integrates with tools like Zapier, Xero and QuickBooks Online. Karbon can save you hours of work and boost productivity, making it a powerful tool for managing many practice operations.

For a more general relationship management system, Clay automatically organizes and updates contacts in real-time. It integrates with Gmail, Google Calendar and other services to offer smart prompts for relationship maintenance. Available on multiple platforms, Clay is good for managing contacts and scheduling, helping you stay in touch and build stronger relationships.