Best Client Management Software in USA
Here is a list of top Client Management Software in USA: Salesforce, monday sales CRM, Freshsales, FreeCRM for SMBs, and Ahsuite. These Client Management Software are designed to enhance the efficiency of your business operations.
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List of Best Client Management Software in USA
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
Starting Price: $12 User/Month
Recent Review
"Perfect B2B Lead Nurturing & Tracking Platform" - Harshit Gupta
Pros | Cons |
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Pipedrive provides extreme visibility of the deal stages. Features like automations, campaigns and extreme insights are plus points. |
When I started with Pipedrive there was not capping on the features but now they have started putting capping on the usage of features. That shouldn't apply for old users. |
The versatility. It is very flexible in setting up different funnels and helps you tremendously in managing leads. |
Customer support is fine but not excellent. They always respond, but they are not super quick. |
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
Starting Price: $19 Agent/Month
Recent Review
"Review of Zendesk ITSM" - Sourav Saha
Pros | Cons |
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It's admin feature and accessibility, it is hosted in cloud all we have to do purchase the license as per our requirement. It comes with many features - Round Robin, auro assignment, group department segmentation, IAM and many more |
Pricing can be improved while Zoho desk is offering almost same in lower in cost |
I do really like the Support platform from a user perspective, and the trigger system is wonderfully dynamic and flexible. I like that form fields and are searchable now (terrific improvement). The marketplace is great for additional enhancements. |
Pricing can get pretty steep as you add on features. Most of our clients are small businesses in a stage of growth—so while the features make perfect sense for their teams. |
Act is a cost-effective and easy-to-use software for client management. The software assists individuals, small businesses, and sales teams with contact and activity management, opportunity and sales tracking, automation, and integration, etc. Act is highly flexible when it comes to tailoring a solution that fits the unique ways you do business. Read Act! Reviews
Starting Price: $79 User/Month
Recent Review
"Review for Act" - islam. Pakistan
Pros | Cons |
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Potential Customer interactions have been a very effective tool for gaining customers, satisfying and retaining customers. It has versatile marketing automations. |
Customer service was not very professional. Their late return suspended the business process, I was not satisfied with it. |
Act-on software is extremely easy to use and starts providing working data quickly. ActOn has a quality product and a friendly UI and amazing support when the occasional question comes up |
Sometimes switching between databases causes the software to crash its issue . |
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
Starting Price: $45 Per Month
Recent Review
"Intuitive CRM platform for SMB" - John Krochune
Pros | Cons |
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easy to use |
Need to update more features |
It's views, dashboards, ease to check any lead detail, it's integrations with multiple apps/tools |
The files don't download automatically, but the files when downloaded, are shared via email which takes a bit long. |
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
Starting Price: $17 Per Month
Recent Review
"Grow Your Business with Bonsai: The Easy-to-Use Business Management Software" - Faheem Usman Ghani
Pros | Cons |
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1. Easy to use: Bonsai software is designed to be user-friendly and intuitive, making it easy for users to get up and running quickly.2. Flexible: Software is highly customizable, allowing users to tailor the software to their specific needs.3. Cost-effective: Bonsai software is relatively inexpensive compared to other software solutions, making it a great option for small businesses.4. Scalable: Bonsai software can be scaled up or down depending on the size of the business, making it a great option for businesses of all sizes. |
1. Limited features: Bonsai software is limited in terms of features and functionality, making it less suitable for larger businesses.2. Lack of support: Bonsai software does not offer much in terms of customer support, making it difficult for users to get help when they need it. |
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
Starting Price: $19 Per Month
Recent Review
"Works" - Beth Stewart
Pros | Cons |
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user friendly powerful |
none |
The documents are easy to set up, and the interface looks fantastic. I get so many compliments from clients saying that my work looks so professional, and I love that. |
Nothing. Honestly, I love Honeybook and plan to keep it forever. |
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
Starting Price: $87 User/Month
Recent Review
"Microsoft Dynamics 365 Field Service" - Silky Singla
Pros | Cons |
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It helps in managing all tasks related to field job. It is quite efficient and reliable in terms of real time tracking. |
Pricing of the product is on higher end. |
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
Starting Price: Available on Request
Recent Review
"Clickup is a valuable tool " - Bridget joy
Pros | Cons |
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One impressive thing about Clickup that I like the most is the ability to handle emails without having to leave the platform with Clickup I can easily send and receive emails even from my existing email addresses without switching to another app |
Even as a new user I haven’t encountered any difficulties yet on Clickup platform I am still waiting for more features from Clickup |
I use it everyday and mostly i use it for daily tasks management. I can know what I need to do today. And which are in higher priority. |
Language, can have more language. Since some staff are not so good at english. |
A smart CRM that provides you with contact management, marketing automation, web analytics, telephony, newsletter management, 2-way emails, real time activity alerts, third-party integrations, and much more. Read AgileCRM Reviews
Starting Price: Available on Request
Recent Review
"It stands as exceptional software, an all-in-one problem solver." - Belle Gagihuddun
Pros | Cons |
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In my opinion, AileCRM is a powerful platform that manages all our customer records efficiently. It's really good for keeping databases organized and working seamlessly with other useful tools. What's great is how user-friendly this CRM tool is. |
My experience with AgileCRM is entirely positive. It provides immense help and is remarkably easy to use. |
AgileCRM efficiently centralizes all aspects while providing adaptability, customization, and ease of use. It stands as a valuable asset for nurturing favorable customer relationships. As an expert in automation, I wholeheartedly endorse it to streamline customer interactions and minimize manual efforts. |
We've had an amazing experience with AgileCRM, and there haven't been any issues. |
RedTail CRM is a fully featured CRM Software designed to serve Agencies, Enterprises. RedTail CRM provides end-to-end solutions designed for Windows. This online CRM system offers at one place. Learn more about RedTail CRM
Starting Price: $99 Per Month
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
Starting Price: Available on Request
Recent Review
"Great customer support" - Samuel
Start Ups essentially grow their business with BigContacts, which provides CRM platform. Delivers in best of manners and manage the contacts, tasks, track opportunities, email campaigns. Capture more leads by import the spreadsheets an evaluate the business cards. Read BIGContacts Reviews
Starting Price: Available on Request
Recent Review
"Smooth-running solution for contact management" - Shrishti Singh
Pros | Cons |
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Enabling me to prioritize the information that matters most to me. With just a glance, I can access contact profiles, review communication history, and track upcoming events. |
Currently, the mobile app version of BIGContacts is limited in functionality compared to the desktop version. It would be highly beneficial if the mobile app could provide a more comprehensive and seamless experience. |
One of the features of BIGContacts CRM that we particularly like is the ability to organize contacts into different groups and lists. We use the tool to create both static and dynamic contact lists. This makes it easy to segment the customer base and deliver more targeted emails. |
The mobile version could be more robust. We think it still has some room for improvement in terms of performance. |
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
Starting Price: Available on Request
Recent Review
"It improves teamwork within a set of applications" - Sabine Talstov
Pros | Cons |
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There is an air of ease and comfort right from the start; the interface is intuitive and practical; you will like the help it provides and, of course, there are many advantages to using it to create a compelling sales management plan. |
There should be a way to put a more reasonable monetary value on its exorbitant price. |
The most impressive features of Bitrix 24 are tasks, workgroups and, most importantly, the CRM system. The program is easy to use on computers. This program gives a positive direction to any company. |
A missing feature in Bitrix 24 is the employee tracking section. Business owners need tracking programs to increase their trust in their employees. If the tracking function is added to this program, it will become the number one program in the CRM sector |
Really Simple Systems cloud CRM is specifically designed for small and mid-sized businesses operating B2B. It's easy to set up and use, so you'll be up and running in minutes. You'll find a wealth of support resources and our customer support if completely free. Read Really Simple CRM Reviews
Starting Price: $25 User/Month
Recent Review
"Great and simple CRM system" - Rachael Stainsby
Pros | Cons |
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Easy to use and personalise. |
None |
I have used many CRM's in my time - this one is really quick to use and train new staff to use. Does everything I need to track leads, clients and opportunities. |
None really |
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
Starting Price: $50 Per Month
Recent Review
"Professionally-focused, user-friendly" - neha
Pros | Cons |
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I am using ProofHub to organize my workflow and keep track of all my tasks and projects. What I like the most is that you can create custom fields and assign tasks to your team members. There are several inbuilt reports which help me to monitor how things are going on. I believe this tool is better than other task management apps. |
I love ProofHub and use it every day. However, I've never been able to directly login with my Google account. I have to enter my company URL in order to get access to my account. This has always been a hassle, and I wish this feature was available. |
I am using ProofHub to organize my workflow and keep track of all my tasks and projects. What I like the most is that you can create custom fields and assign tasks to your team members. There are several inbuilt reports which help me to monitor how things are going on. I believe this tool is better than other task management apps. |
I love ProofHub and use it every day. However, I've never been able to directly login with my Google account. I have to enter my company URL in order to get access to my account. This has always been a hassle, and I wish this feature was available. |
Creatio is the global supplier of no-code platform for industry workflows automation and CRM. Creatio’s customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. Read Creatio Reviews
Starting Price: Available on Request
Recent Review
"Good software for customer support" - Viral Virani
MINDBODY, the predominant provider of Saas base Business management software to the wellness industry. It also support a tailored mobile app solution. MINDBODY software has turned that sight into the technology that links tens of thousands of health, wellness, and beauty professionals to the millions of clients they serve. Read MINDBODY Reviews
Starting Price: $75 Per Month
Recent Review
"Monitor and keeps the records of your employees." - Omkar Deshpande
Pros | Cons |
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Track the employees' information and manages the records, Helps you to find the best talent for your organization. |
Small businesses can use this but not fit for the enterprises. |
Manages orders and keeps the records. Improves data reliability,Provides real-time visibility for faster decision-making, and support the entire business with one-system. |
Very good features, no any con. |
BMC software helps you gain visibility, compliance, and control of your IT assets to reveal the true value they deliver. BMC is the delightful cloud-based solution for the asset management. Read BMC Software Reviews
Starting Price: Available on Request
Recent Review
"Good software tools but limited support " - Venkatakrishnan Ramaswamy
Pros | Cons |
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Bmc Helix Discovery, BMC Truesight are good solutions and worth the money |
Bmc Remedy is built on top of ARSystem which is a legacy solution and affects the scalability of the overall solution |
Nifty is a project management platform that helps you simplify your teams’ workflow. Whether you want to manage projects, collaborate for discussions, or communicate with a team member, Nifty facilitates everything. Right from consolidating tasks to setting deadlines and making the workloads of your team clear, it enables you to create an actionable plan for your projects. Read Nifty Reviews
Starting Price: Available on Request
Recent Review
"Nifty simplifies project management and automation." - Elias Hossain Biplob
Pros | Cons |
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Nifty combines cutting-edge product and project management feature with an intuitive user interface. I appreciate the speed with which new employees can be brought up to speed, and from my experience, switching between my two Nifty-based businesses was almost too simple. Everything is easy to find. The portfolios help us organize projects by client or department and keep pending close at hand. |
The hub interface can be confusing if you're not tech-savvy. Nifty is still in its infancy, so there may be an occasional bug, but rest assured, the team will fix it as soon as possible. It still needs some time to develop fully, but in the meantime, it serves its purpose admirably. |
I loved how Nifty was cross departmental and is great for managing clients with its flat price. |
Nothing that I could notice. |
Knovos Manage is an advanced, adaptable project management and business intelligence solution that delivers intuitive task automation, robust resource allocation & management, and extensive communication features. No matter the size, shape, or scope, every project need Learn more about Knovos Manage
Starting Price: Available on Request
It is one of the best customer success software that increases your customer sales. Through this customer success platform, you can easily know your account status, map account plans with the customer value drivers, and many more. Learn more about Kapta Customer Success
Starting Price: $1500 User/Month/Billed Annually
Supporting the full customer value lifecycle, Ecosystems is an enterprise cloud platform that helps customers quantify business value. Ecosystems scales your team's selling and realization efforts to holistically manage customer value. Learn more about Ecosystems
Starting Price: Available on Request
Moxo is a fully featured Customer Experience Management Software designed to serve SMEs, Startup, Agencies, Enterprises. Moxo provides end-to-end solutions designed for Web App. This Customer Experience Management offers Dashboard, Communication Management, Content Management, Knowledge Management, Reporting and Analytics, and Proposal Management at one place. Learn more about Moxo
Starting Price: Available on Request
MatterSuite is the complete law practice management software for solo practitioners and all law firm sizes, that automates all the daily tasks. It helps law firms to streamline day-to-day work and business operations. Learn more about MatterSuite
Starting Price: $29 Per User (Billed Annually)