Best Client Management Software

Best client management software are Freshsales, Moxo, Hubspot CRM, Salesforce, and Creatio. These client management systems keep track of individual relationships between a company and its customers.

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List of 20 Best Client Management Software

Showing 1 - 20 of 57 products

Category Champions | 2024

Product Description

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Pipedrive is an innovative client manager software that helps a business simplify client and prospect management. It helps create targeted lists for personalized communications and provides a complete history of communication with every deal and contact. Make customer relationship management easier by tracking leads, spotting opportunities, and measuring key activities with Pipedrive. Read Pipedrive Reviews

Category Champions | 2024

#1 CRM & support solution for growing businesses

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Salesforce is a leading client management system that helps businesses to customer and prospect relationships with real-time data. The software stores, tracks, and analyses client-related data on one centralized platform, such as contact information, sales opportunity, requirements, etc. Salesforce is an adaptive, flexible, scalable, and secure software. Read Salesforce Reviews

Most Reviewed

No-code fully-customizable CRM

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monday sales CRM empowers sales managers and teams to take full control of their entire sales cycle, from collecting and tracking leads to communicating with clients. Automations remove repetitive work and streamline all sales activities helping to close deals faster. Learn more about monday sales CRM

Category Champions | 2024

Product Description

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Freshsales is the best client management software to handle your customer relationships easily. It automatically gives enriched details about your customers regarding the deals, conversations, touchpoints, and scheduled tasks or appointments. Enhance your customer service and close deals faster with the top-notch tools on Freshsales. Read Freshsales Reviews

Contenders | 2024

100% Free CRM Software for Your Business

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With our innovative CRM software, businesses of all sizes can now seamlessly manage their customer relationships with ease. Join the future of customer management today and see the difference for yourself. Read FreeCRM for SMBs Reviews

Category Champions | 2024

Product Description

Hubspot CRM is the number one client management software that helps businesses manage their client relationships efficiently. The software keeps track of interactions, data, and notes about customers and potentials in a consolidated database that can be accessed anywhere. Hubspot ultimately improves customer experience and increases profitability. Read Hubspot CRM Reviews

Category Champions | 2024

A project management software you'll enjoy using

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Monday.com is a popular no-code software for client management to improve work efficiency and drive results across the company. The software helps manage client projects and requests while balancing the team's capacity at every sales cycle stage. Monday.com provides full control over contact management, lead management, customer onboarding, and customer projects. Read monday.com Reviews

Category Champions | 2024

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Zendesk offers highly advanced client management tools to help businesses enhance their customer service. It helps delivers personalized experiences and allows access to information on a centralized platform anytime, anywhere. Zendesk boosts productivity, processes, and pipeline visibility and maximizes profits. Read Zendesk Reviews

Category Champions | 2024

AI-powered & omnichannel business management softw

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Zoho is a top client management software that helps businesses track leads, prospects, and business opportunities. It provides a 360-degree view of clients to ensure you understand their requirements precisely. Read Zoho CRM Reviews

Product Description

InfusionSoft is a leading client management platform that helps with customer relationship management in small businesses. It is an easy-to-use software that provides client details like contact information, sales history, orders, account balances, lead sources, appointment history, website history, etc. InfusionSoft allows users to add tags/notes for list segmentation.         Read Infusionsoft by Keap Reviews

The only tool you need to run & scale your busines

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Bonsai is a feature-rich CRM software for keeping your clients, leads, and projects coordinated in one place. Its highly-advanced client management solutions keep track of all clients by adding leads, existing clients, and internal notes to the system and save you hours by automating manual tasks. Read Bonsai Reviews

Contenders | 2024

Product Description

Vcita is the best software for client management that helps businesses streamline client interactions. It allows teams to build long-lasting relationships by organizing and managing client information with customizable client cards. Its client portal enables clients to book services, pay bills, share documents, and get in touch whenever they want. Read vCita Reviews

All-in-one CRM for independent business owners

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Honeybook is a cloud-based client management software that streamlines all client communications. The software allows you to view and access all texts, emails, and chats in one place, saving you from getting lost in the interaction stream. With Honeybook, you will never miss any inquiries or leads. Read HoneyBook Reviews

Product Description

Microsoft Dynamics 365 Field Service is a top client management software that helps businesses enhance customer service and drive more sales. Its advanced features, such as resource optimization, route tracking, job scheduling, inventory management & reporting, provide excellent customer experiences. Read Microsoft Dynamics 365 Field Service Reviews

Contenders | 2024

Software by Mango Technologies

Product Description

ClickUp provides the best client management tools on a single platform and eliminates the need for multiple apps. The software assists in managing clients, leads, and sales pipelines from a single place, making it easy for you to gain and retain clients easily. Read ClickUp Reviews

Software by Nutshell CRM

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Nutshell is an ideal client management software for companies needing a central customer knowledge repository. The software logs communications from your desktop or phone and provides up-to-date information for every person and business your team interacts with. Nutshell also furnishes intuitive insights about every customer to help deliver great services. Learn more about Nutshell CRM

Category Champions | 2024

All-in-one marketing platform for less than $1

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Engagebay is the best client management system for small businesses. Engagebay provides online contact management to keep you organized and close more deals quickly. The software also helps sales, marketing, and support teams nurture customer relationships by providing targeted and personalized communications. Read EngageBay Reviews

Contenders | 2024

ProofHub helps you to manage projects of all sizes

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ProofHub is a top-notch client management tool that makes it easier for businesses to manage their relationships with customers and leads effectively. It streamlines and automates operations for managing client information and improving customer satisfaction. ProofHub allows planning and collaborating with a seamless user experience that keeps everyone involved on the same page. Read ProofHub Reviews

Category Champions | 2024

Product Description

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Bitrix24 is a feature-packed client manager software that enables managing projects and customers effectively. The software's solid customer contact base stores important client information, including phone numbers, emails, messages, meetings, and appointments. Bitrix24 is fully customizable and allows you to add custom fields according to your requirements. Read Bitrix24 Reviews

Emergents | 2024

Product Description

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Apptivo CRM offers powerful and robust client management tools for building strong customer relationships. These tools help with lead management, activity tracking, pipeline visualization, email conversation tracking, automated call logging, and more. Apptivo is highly customizable software, and it can fit into the operations of any business promptly. Read Apptivo Online CRM Reviews

client-management-software-guide

It is important to manage your clients well to keep them satisfied and lead to higher conversions. In this fast-paced business environment, communicating and collaborating with clients can often prove to be a challenge. This is where client management software may assist your firm!

Investing in the best client management software will help you manage positive long-term customer relationships. It helps in providing the perfect customer experience and saves time and money by providing access to real-time customer data. So read on to know more about the best client management software to improve your business bottom-line results.

What is Client Management?

Client management is the art of controlling all client relationships, from unpaid inquiries to paying clients. To guarantee the highest standards of client satisfaction and deliverable quality.

In order to convert and keep customers for a long time you need to understand your clientele and create a strategy for communicating with them. These exchanges may take the form of phone calls, emails, shared dashboards, live chat, video meetings, or in-person meetings.

What is Client Management Software?

Client management software stores a company' s interactions with customers. It aids sales, marketing, and support teams in developing and maintaining customer relationships, leading to loyal customers. The data is utilized to improve customer retention and satisfaction.

A sound client management platform enables businesses to manage their relationships with current and prospective customers in a streamlined manner.

Client management software excels at organizing and automating operations, allowing you to track client data and actions with ease. A customer relationship management system (CRM) or client management software can help you keep organized and successful, which is crucial for overall business efficiency.

Why do You Need a Client Management System?

You cannot run your business from a spreadsheet, no matter how big or little it is. By investing in top client management software, you' ll have all you need to manage your clients and your business efficiently.

why-do-you-need-a-client-management-system

Here are some of the most important factors you need to consider before investing in the best client management tools:

  1. Enhances the Customer Experience

    Keeping track of your business procedures, communications, and interactions will be helpful in the development of your relationships with prospects and customers.

    This not only improves the image of your brand, but it can also increase retention, recommendations, and, of course, your bottom line. A negative customer experience, on the other hand, such as a missing follow-up or answer, might result in a lost customer and lost sales.

  2. Saves Time and Money

    The initial expenditure may appear high, but the amount of time and money you will save in the long run is undeniable. You do not need to pay for additional tools. With a CRM solution, you pay a single monthly fee for all of the functionality you require to run your complete firm.

    Furthermore, with strong automation, you will be able to automate any repetitive operations so that you and your staff can focus on more important duties, increasing productivity and allowing you to enhance the performance of your organization.

  3. Real-Time Customer Data Access

    The best client management software gives you access to all of your customer information, allowing you to make data-driven decisions.

    With access to essential real-time data, you' ll be able to spot areas for improvement, make necessary changes to your sales funnel, establish trust with your consumers and measure their happiness, and much more.

    Overall, regardless of the size of your company, it makes sense to invest in one of the top client management systems in order to simplify managing your customers as well as all of your data and files, as well as to improve your business processes.

What Is the Difference Between Contact Management and Client Management Software?

contact-management-vs-client-management

Contact management software offers a basic solution for storing client data, as well as basic tracking features and communication management.

Client management software, often known as customer relationship management (CRM) software, provides a much broader and more robust set of features for managing your complete sales process, leads, clients, teams, marketing, and more.

Features of Client Management Software

Client management software offers more than just a repository for customer information. It has robust features that generate valuable insights to enhance customer relationships. These features allow organizations to anticipate customer needs and provide personalized recommendations for upselling and cross-selling opportunities during the customer life cycle.

features-of-client-management-software

With client management software, organizations can maximize customer satisfaction and ultimately increase revenue.

  1. Analytics and Reporting Capabilities

    The software should make it simple to monitor metrics regarding clients, team members, and the company' s sales cycle, allowing you to determine whether they' re on track. It should also have a simple reporting tool for generating bespoke reports anytime.

  2. Integrations

    To save time and avoid the need for extensive training, it is important to integrate your client management software with existing company tools like Google Suite, billing software, and productivity software. This ensures data synchronization and simplifies the process. It is also essential to have the ability to migrate and export contact database from your client management software.

  3. Activity Tracking and Task Management

    Keep track of and keep an eye on critical client activities, such as how frequently a client needs support or whether a sales representative has closed a contract. This will make it easier to foresee or avoid issues.

  4. Communication Channels

    Communicate with customers. Send direct, personalized, automatic, or template communications over numerous channels like email and social media.

  5. Sales Management

    This feature allows businesses to manage their sales pipeline, track leads, deals, and opportunities, forecast sales, and generate sales reports.

Benefits of Client Management Software

Client Management Software has multiple advantages for businesses regardless of their size. It helps businesses keep track of sales and marketing performance and extract valuable insights from the data. In addition, it provides a centralized platform to manage customer queries and issues, leading to improved customer support services. Let's discuss the benefits of client management software.

benefits-of-client-management-software

  1. Improve Customer Satisfaction

    If your clients are satisfied, your firm will thrive in the long run. Using client management software for customer satisfaction will require very organized servicing, promoting, and selling to customers. Your customer service will improve as you have a better knowledge of their problems.

    When a customer has a problem, any of your staff will have access to all of the information about that consumer and will be able to assist them. This enables the speedy resolution of customer-related issues. In this way, you will also obtain continuous feedback on your products and services.

  2. Optimize Your Marketing

    Understanding what your clients require and observing their behavior will help you determine when to market your product or service. It will aid in client segmentation and the identification of more profitable groups. The data can be utilized to create promos that are relevant to each group and to execute them at the proper times. Optimizing your marketing resources will increase your chances of generating more income.

  3. Improve Internal Communication

    Client management software can enhance both customer communication and internal collaboration. Sharing customer data across departments fosters a teamwork approach, which improves customer experience. With such software, any employee can address customer concerns, leading to a well-informed team. This, in turn, increases the overall efficiency of the company.

  4. Allow Customer Retention

    You will generate more income if you keep your consumers. In the long run, a client management software plan will boost your customer retention rates. Retaining even a tiny percentage of existing clients will increase your earnings. The client management software provides data to help companies proactively engage with customers and secure repeat business.

  5. Provide Valuable Insights

    A robust client management system provides an overview of your company' s performance by storing all information in a centralized location. This includes leads, income, and campaigns, which can be easily accessed to create reports. With this comprehensive reporting data, you can make informed decisions to improve your business in the future.

How to Choose the Right Client Manager Software?

Choosing the best client management software depends on your organization' s unique requirements. While most platforms provide similar services, consider factors that suit your needs. Keep these in mind to make the best decision.

choose-the-right-client-manager-software

  1. Scalability

    The cost of scaling is essential to consider, especially for startups and small businesses. Consider how much it will cost you to have the capabilities you require with your selected CRM solution as your organization expands.

    Some platforms also have various constraints to consider, such as storage, emails, user count, and so on. Keep them in mind for the long run.

  2. Integrations

    If you already have various platforms set up for email marketing, invoicing, or anything else, be sure your selected platform allows you to integrate with them.

    This list of the finest client management software packages all offer varied levels of integration support, so double-check to ensure that what you require is available.

  3. Task and Activity Tracking

    The best client management software gives you a clear picture of what' s in progress, what' s late, and what' s finished so you can make informed decisions to grow your business.

  4. Reporting and Analytics

    You won' t know whether your firm is on the right road until you have robust reporting and analytics data. Thus, access to in-depth insight into each customer, your teams, your sales cycle, and more is what you' d search for in the finest client management software solution.

  5. Pricing

    Most client management software are paid based on the number of users and, in some cases, the number of contacts. This is vital to remember when making your decision because it will boost your bill.

    Consider how much your selected platform will cost when your business expands if you' re a growing business with only one seat.

List of Top 5 Client Management Tools Comparison

Name
Free Trial
Demo
Starting Price

Monday.com

Yes

Yes

$8/user/month

Zoho CRM

Yes

Yes $12/user/month

HubSpot

Yes

Yes

Free

EngageBay

Yes

Yes

Free

Capsule

Yes

Yes

$18/user/month

The following is a list of the top 5 client management tools, along with their pricing information, features, pros, and cons. These client management solutions are designed to help businesses manage their interactions with customers, improve their sales processes, and track customer data in a more efficient manner.

1. Monday.com

Monday.com is one of the best software for client management that is useful for managing all types of clients. It has a function that allows you to create a CRM board that organizes all of your clients' information. An all-inclusive cloud based client management software, Monday.com provides entirely customizable designs.

This program contains features and functions that will help you provide complete transparency to your clients. It will save you a considerable amount of time that you would have spent, for example, informing your clients on project status, preparing for a weekly status meeting, or writing a monthly report.

Features

  • Custom automation rules
  • Visual project management
  • Budget tracking & progress
  • Custom sales funnels
  • Contact database organization
  • Sales forecasting & Sales analytics
  • Lead scoring & logging
  • Slack, Dropbox, and Gmail integration

Pros

  • User-friendly interface
  • Simple setup process
  • Affordable pricing
  • You can import your data and contacts

Cons

  • Expensive for some businesses
  • Limited reporting options
  • Steep learning curve for advanced features
  • Limited customization for reporting
  • No free trial offered

Pricing

  • Basic: $30/month
  • Standard: $42/month
  • Pro: $72/month
  • Enterprise: Contact the sales team

2. Zoho CRM

zoho-client-management-dashboard

Zoho CRM is an online 360° client manager software that assists enterprises of all sizes and types in taking control of their sales, marketing, analytics, and operations.

Over 150,000 organizations in 180 countries rely on Zoho CRM to help them develop long-term client relationships. It offers sophisticated real-time analytics and a completely expandable developer platform.

With Zoho' s all-in-one client tracking software, you can track lead activity and customer buying preferences and access pricing lists or documents without switching applications and across numerous devices.

Features

  • Omnichannel platform for customer engagement
  • Sales automation with workflows
  • Customizable dashboards & reports
  • AI-powered sales assistant Zia
  • Marketing attribution tools
  • Team collaboration features
  • Mobile CRM app

Pros

  • Simple interface, lots of customization
  • Fantastic reporting capabilities
  • Advanced features & customization
  • Easy customizable layouts
  • Built-in gamification

Cons

  • AI features only with the top-tier plan
  • Can be expensive for small businesses

Pricing

  • Standard: $12/month
  • Professional: $20/month
  • Enterprise: $35/month
  • 15 Day Free Trial Available

3. HubSpot

hubspot-client-management-dashboard

HubSpot provides free CRM and marketing technologies. It has features for business owners, sales managers, marketers, salesperson, businesses, customer service teams, and operations managers.

It is compatible with Gmail and Outlook. It supports third-party connectors that the Operations Manager will find beneficial. It includes email templates as well as the ability to schedule emails.

Features

  • Email automation & marketing
  • Lead/pipeline management
  • Social media tools
  • Advanced analytics
  • Contact segmentation
  • Ticketing/live chat
  • Customizable workflows
  • 900+ integrations

Pros

  • Advanced email marketing
  • Great deal stage management
  • Multiple integrations
  • User-friendly interface

Cons

  • More expensive than other options
  • Mixed support reviews
  • There is quite a learning curve

Pricing

  • Starter: $45/2 users/month/1,000 contacts
  • Professional: $1,600/5 users/month/2,000 contacts
  • Enterprise: $5,000/10 users/month/10,000 contacts

4. EngageBay

engagebay-client-management-dashboard

EngageBay provides capabilities for marketing, sales, and support teams, as well as an economical, all-in-one CRM system for small enterprises.

The Free plan has a generous 15 user limit and includes email marketing, landing sites, CRM, helpdesk capabilities, and live chat assistance, among other things. However, like with other free versions, there are some significant limitations that make the subscription plans worthwhile.

Features

  • Unlimited contacts storage
  • Contact tracking and segmentation
  • Sales automation workflows
  • Marketing automation tools
  • Helpdesk/ticketing system
  • Appointment scheduling and social media posting
  • Multiple deal pipelines
  • Integrates with various tools

Pros

  • Feature-packed
  • Advanced funnel builder
  • Excellent customer support
  • Superior sales automation

Cons

  • Landing page inflexible
  • Steep learning curve
  • Automated workflows cost more

Pricing

  • Basic: $13.49/month/1,000 contacts
  • Growth: $44.99/month/10,000 contacts
  • Pro: $89.99/month/Unlimited contacts

5. Capsule

capsule-client-management-dashboard

It all starts with your customer' s experience, and Capsule gives you the tools to place them at the forefront of all you do. Although it lacks several functionalities seen in other CRMs, it is good for startups due to its excellent lead management capabilities and email connectors.

Features

  • Customizable sales pipeline
  • Sales analytics & reporting
  • Task and calendar management
  • Multiple integrations available
  • Automated task assignment & tracking
  • Contact history and activity logging
  • Follow-up task reminders
  • Event and customer management

Pros

  • Improved pipeline visualization
  • Responsive support
  • Intuitive contact management
  • Generous starter plan limits

Cons

  • Calendar view needs improvement
  • No reporting on the free plan
  • Some features missing
  • No marketing integration

Pricing

  • Professional: $18/Month/50,000 Contacts/10GB Storage
  • Teams: $36/Month/100,000 Contacts/20GB Storage
  • Enterprise: $54/Month/200,000 Contacts/40GB Storage
  • 30 Day Free: Trial Available

Latest Trends in Client Management Systems

Client management software has grown far beyond being only a tool for contact management in recent years. Some important client management software trends will shake up the business as we move deeper into the new decade.

latest-trends-in-client-management-systems

  1. AI integration

    Artificial intelligence is influencing every industry. AI-powered software is ubiquitous in daily life and work, including conversational intelligence and sales analytics platforms. Businesses relying on SaaS solutions heavily utilize AI-driven resources. Several Client Management Systems suit the bill, with AI incorporated within their broader functions.

  2. Fewer barriers for new users

    Common barriers to implementing a Client Management System include financial concerns and a lack of resources and technical skills to develop a Client Management System system.

    These concerns are becoming increasingly obsolete as Client Management Systems continue to become less expensive, simpler to implement, and easier to use.

  3. Sales & marketing integration

    With the introduction of sophisticated Client Management Systems and core tech tools, sales and marketing teams can use fewer tools than previously.

    Teams will establish more connectors and two-way syncs to guarantee contact data is always updated across all apps in order to get the most outcomes from their tech stack.

  4. Voice & conversational UI integration

    Integrating voice and conversational UI is crucial for the growth of SaaS tools. It improves accessibility and enhances the user experience. Voice technology simplifies and makes technology enjoyable to use.

    Salespeople are finding it easier to track, convey, update, and tell their teams about client data as technology advances. Hence the best client management software can help in using voice and conversation UI integration to enhance the customer experience.

Pricing Information of Client Management Software

Online client management software is licensed to businesses on a monthly, per user basis, with one-time implementation costs. This is referred to as a Software-as-a-Service (SaaS) or online Client Management software model.

Certain suppliers may impose a fixed monthly fee regardless of the number of users, although this may differ across various market niches. In the SaaS market, the average per user/month charge ranges from $50-$90 depending on the desired functionalities, but the cost can be significantly lower (around $10-$15 per user/month) or much higher (up to $200-$300 per user/month) depending on the vendor.

Flat monthly rates for more specialized systems start around $200/month and can escalate up to roughly $3,000-$4,000/month for more sophisticated systems.

Conclusion

Client management software can enhance business relationships with clients and improve revenue. Its benefits vary depending on the needs of each firm. It caters to both new and existing clients. Remember that every business has different demands and desires.

Make certain that the CRM software you select includes all of the most crucial client management functions for your company, such as contact management, a sales funnel dashboard, and sales automation.

We hope that our selection of the best client management systems helps you decide which platform is best for your needs. Get the best client management software for your business organization to surge ahead of your competitors and witness an exponential increase in all bottom-line parameters

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Nikunj Dudhat
By Nikunj Dudhat | Last Updated: January 02, 2024