Best Client Management Software
Best client management software exists Freshsales, Moxo, Hubspot CRM, Salesforce, and Creatio. These client management systems keep track of individual relationships between a company and its customers.
Connect With Your Personal Advisor
List of 20 Best Client Management Software
Category Champions | 2023
#1 CRM & support solution for growing businesses
Salesforce makes it easy for small businesses and startups build stronger client relationships with an all-in-one sales and support solution that is easy to use, setup, and maintain - Best client management software with standard cost. Read Salesforce Reviews
Starting Price: Starting Price: $25 User/Month
Recent Review
"Best CRM Management Tool For Enterprises" - Sabish Chaurasia
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
Starting Price: Available on Request
Pipedrive is leading web-based Lead Management system loved by large number of sales teams. It is also a sales pipeline management tool to centralize the sales process arounf deals and helps team members focus on the right thing. Read Pipedrive Reviews
Starting Price: Starting Price: $12 User/Month
Recent Review
"Ultimate CRM for B2B Business" - Harshit
EngageBay is a simple, powerful, all-in-one marketing, sales and service automation software with free CRM for startups and growing businesses. EngageBay helps you automate your marketing, sales and support by combining lead generation, email marketing, marketing automation, CRM & social media engagement, helpdesk, and ticketing. Read EngageBay Reviews
Starting Price: Available on Request
Recent Review
"Its okay to use" - Vishal singh
Category Champions | 2023
Freshsales is a sales CRM solution by Freshworks. With a highly intuitive user interface and a robust set of features including AI-based lead scoring, intelligent workflow automation, and visual deal pipeline, Freshsales gives businesses everything they need to manage their sales in a hassle-free package. Read Freshsales Reviews
Starting Price: Starting Price: $13.88 User/Month
Recent Review
"Review of Freshsales" - sher afgan
| Pros | Cons |
|---|---|
|
Very smooth and quick |
Little bit slow |
|
Features |
Interface can be more better |
Category Champions | 2023
HubSpot Client Management Software helps to business to keep the complete eye on each and every leads and touch point with those leads to track the lead status. Hubspot lead scoring system helps sales team reduce the time and efforts in filtering out the bulk lead. Read Hubspot CRM Reviews
Starting Price: Starting Price: $45 Per Month
Recent Review
"HubSpot CRM review" - Val R
| Pros | Cons |
|---|---|
|
Easy navigation, Transparency, No hassels in data addition. Remarks added by anyone can be viewed by anybody in a sales heirarchy |
Faced only once con - lead source details had to be entered twice to register, despite adding the same at initial level |
|
Automation and integration made easy |
need to fasten their customer response |
Contenders | 2023
monday.com Work OS is the no-code project management platform that lets you easily plan, manage, and track projects, collaborate in real-time, and use automations and integrations to streamline workflows and save time. Read monday.com Reviews
Starting Price: Available on Request
Recent Review
"I love this software for planning marketing departments" - Laura Fernandez
| Pros | Cons |
|---|---|
|
I like the design, the simplicity and the easy way of use, and I also like the templates to create tasks and projects |
None, but maybe a suggest, could be connected to the email and have more control of the tasks and the team |
|
It is the best project management program, since you can connect anywhere in the world and on any device as it is an online program, all functions for project management are included. An easy to use product if you are involved with project management |
The product is a bit expensive if you use it personally but it is worth it, it has a trial version for a couple of days |
Contenders | 2023
Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. Read Insightly CRM Reviews
Starting Price: Available on Request
Recent Review
"A comprehensive CRM solution" - Mir Nayeem Ul Haq
| Pros | Cons |
|---|---|
|
There are many things I found impressive about Insightly CRM, but some of the standouts include its ease of use, flexibility, and robust integration capabilities. The platform has helped my team to streamline sales process and better manage customer relationships. It is a great value for the price, and I have been very pleased with the results. |
If I had to nitpick, I would say that the interface could be a bit more user-friendly. There is a lot of functionality packed into the platform, and it can be overwhelming for users or new team members, who are not familiar with CRM software. However, this is a minor issue and does not impact the overall usefulness of the platform. |
Emergents | 2023
WorkflowMax is offers complete, eaisy cloud-based solution to managing project, Lead manage and document management. It is provided for features like as a Lead Manager, Client Manager, Purchase orders, Quoting, Time Sheets Management, etc. in Wrokflow Management Software. Read WorkflowMax Reviews
Starting Price: Starting Price: $15 User/Month
Recent Review
"Perfect solution, which is integrated every features and application." - Chandrasinh Parmar
Emergents | 2023
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
"Good CRM Software and best of customer service." - Ruslan Kostikov
Contenders | 2023
InnfusionSoft is the complete solution for CRM for the small business for the build-up the customer relation. It grows the sales and saves the time. Streamlines all the customers and prospects in an easy to manage tool. Read Infusionsoft by Keap Reviews
Starting Price: Starting Price: $99 Per Month
Recent Review
"Designed with brilliance. All the features are designed to perfection which reduces the workload." - Ashtitva Modi
| Pros | Cons |
|---|---|
|
I am totally happy with the Infusionsoft CRM, will surely recommend it to my other business colleagues. |
Totally satisfied this is the reason I couldn’t find a single flaw |
|
Infusionsoft CRM software is absolutely value for money. |
It is designed with perfection hence there is no specific issues which could be pointed out. |
High Performer | 2023
vCita is the amazing solution for the customer management solution. Manages your business and the schedule and better interaction with customers at a short span of time. Design for small business to develop their customer experience and increase reputation. Seamlessly provide Client management, Reservation booking, Online Payments, Sms marketing etc. Learn more about vCita
Starting Price: Available on Request
Category Champions | 2023
Bitrix24 is one of the best CRM software which provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts. It is a collaboration platform that's perfect for CRM. It has over 30 tools that will help your business grow and enjoy the work in a team. Read Bitrix24 Reviews
Starting Price: Starting Price: Available on Request
Recent Review
"TOP 1 CRM Software- Bitrix 24" - evez
| Pros | Cons |
|---|---|
|
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 |
|
Its long lasting Feature list |
User Interface is quite complicated |
High Performer | 2023
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 |
|---|---|
|
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 |
Contenders | 2023
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: Starting Price: $75 Per Month
Recent Review
"Monitor and keeps the records of your employees." - Omkar Deshpande
| Pros | Cons |
|---|---|
|
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. |
Emergents | 2023
Real Estate professionals are great with people. They like to meet people, talk with people, entertain clients, and schmooze at the local Starbucks and at lunch. Realtors are excellent in solving people problems, negotiating a great deal for their client, and resolving conflicts. Learn more about AllClients
Starting Price: Starting Price: $24 User/Month
Contenders | 2023
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
High Performer | 2023
Pike13 software is a cloud-based, mobile-friendly client management software solution that handles the details of check-in and attendance tracking, billing and recurring payments, staff payroll, reporting and more. Branded app and staff app available. Learn more about Pike13
Starting Price: Starting Price: $129 Per Month
Emergents | 2023
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: Starting Price: $1500 User/Month/Billed Annually
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
Until 31st Mar 2023
What is Client Management?
Client management, also known as Client Relationship Management (CRM), enables you to grow your business by streamlining your sales process. CRM also offers useful analytics, thus helping you convert leads into long-term customers. Businesses of all sizes across the globe are increasingly investing in client management systems to reduce the manual processes involved in different CRM efforts such as marketing, building brand awareness, managing notes or calendar events, maintaining client records, offering customer support, personalizing customer experience, managing purchases, and much more.
Your clients are the greatest assets of your business. Therefore, organizing and managing client information is necessary to strengthen customer relationships, boost customer satisfaction, and better understand your clients.
As you expand your customer base, it becomes a Herculean task to manage each client manually through the paperwork. Client management software comes with automation features to deal with repetitive CRM tasks so that you can focus on more critical aspects of your business. Additionally, AI-powered client management solutions help you make data-driven decisions to maximize business opportunities. It creates clarity between you and your customers, enabling you to focus on what matters.
Efficient client management systems enable you to reach countless buyers across the globe, besides allowing your business to make your clients feel special. Simply put, CRM helps you move in the right direction to enhance productivity by leaps and bounds.
Benefits of Client Management Software
The benefits of investing in client management systems are immense. Here are a few benefits of using a typical client relationship management software for small businesses:
- Streamlines Business Reports: With Client management solutions, you can bid adieu to the burdensome process of creating reports manually. Client database software comes with user-friendly reporting features that generate various reports such as sales reports, call log reports, lead status reports, etc.
- Boosts ROI and Profitability: Once you start leveraging client management solutions in your sales process, your sales team can enhance their market reach. The data accumulated from client management software for small businesses helps you identify the most profitable marketing strategies. It also figures out less desirable marketing strategies so that you can modify them and make them effective. This, in turn, enhances your ROI as well as profitability.
- Improves Customer Service and Strengthens Customer Relationships: Customer service plays a vital role in building strong relationships with your existing and prospective clients. Client database software systems let you know more about your customers and make them feel special. Consequently, this helps you build a long-lasting client relationship.
- Boosts Customer Engagement: With the help of a client database software system, you can offer a positive experience to your clients each time they interact with your company. Since client management software for small businesses offers comprehensive details about each customer, you can not only engage with them efficiently but also provide seamless customer service, which, in turn, leads to customer satisfaction with the help of customer satisfaction software.
- Enhances Referral Rates: Efficient client management systems make clients happy who refer your brand to friends and acquaintances. Integrating a customer referral program into your client relationship management software is an excellent way of taking advantage of referral marketing, also known as word-of-mouth marketing.
- Accelerates Your Decision-making Process: Client database software solutions generate comprehensive and accurate data through regular updates. The software not only helps accelerate your decision-making process but also helps you identify bottlenecks to business growth.
- Allows Geographically Dispersed Teams to Work Closely: Since client management systems are remotely accessible, they enable businesses to leverage the benefits of multiple geographical locations.
Client Management Software Features
Client management solutions offer multiple features to help businesses in several ways. Here are some useful features that client database software should offer:
- Contact Management: Efficient client relationship management software systems help your business to accumulate and systemize customer data competently. It also takes care of clients’ profiles, besides managing communication history and client relationships.
- Account Management: This is yet another key feature of client management solutions. The account management feature captures and manages information about companies you do business with. It also helps you maintain relationships.
- Campaign Management: Client management software for small businesses automates marketing processes to help your products and services reach potential customers. It evaluates data related to your marketing campaigns, reduces campaign costs, and helps you predict future marketing strategies.
- Sales Order Management: When your clients are interested in purchasing your business offerings, your sales team generates a detailed quote, post which an order is generated if the client agrees to buy your products or services. Client relationship management software automates and streamlines the process of sales order management by generating sales orders, quotes, and invoices. It also generates order confirmations as well as packing slips.
- Automates Your Sales Process: Client management systems automate different sales functionalities besides regulating your business processes. Consequently, it keeps human errors at bay, besides shortening the sales cycle. Additionally, it allows you to manage and track your sales funnel and offers crucial information to conclude the sales process.
- Customer Segmentation: Customer segmentation features in client management systems accumulate and analyze data to help you identify the more profitable customers for your business. It also helps you decide which investments will generate the highest returns.
- Call Center Automation: Client management solutions with call center automation features such as virtual agents, interactive voice response software (IVRS) & automatic call distribution help you solve your customers' problems in a jiffy. This feature provides accurate information to your clients at the right time to boost customer experience.
Choose the Best Client Management Software
There are various types of client management solutions designed to suit the requirements of businesses across industries. You may opt for cloud-based software, locally-hosted software, pay-per-user CRM software, or private cloud CRM platforms.
A mismatched client database software may prove disastrous to your business. Therefore, you should choose the right CRM software for your business growth. The best way is to shortlist a few CRM software vendors and ask them to demonstrate their CRM solution's features and deployment method.
Most CRM service providers charge monthly subscription costs. However, you can also opt for free software versions or free-trial periods to identify the best client management software for small businesses. Nevertheless, you should consider the vendor’s reputation into consideration before making final purchase decisions.
Here are a few factors that you should keep in mind while choosing the best client management software:
- Ease of Use: Over-complicated client management systems may prove disastrous for your business as clients do not prefer using complicated CRM solutions; therefore, make sure your client management software for small businesses is easy to operate. The software should also be easy to understand and should have an intuitive interface. Therefore, you should opt for simple client database software to build customer satisfaction, value, and retention.
- Mobility: Advanced client management solutions with mobile compatibility help you access data on the go 24/7. Therefore, ensure your client relationship management software is compatible with your desktop and mobile devices such as laptops, iPads, Smartphones, tablets, etc. This aspect allows you and your team to gain access to client/project information as and when required.
- Integrated Analytics: In the current digital era, you cannot afford to ignore the significance of Big Data. Data accumulation is important, but it is more important to leverage the data to explore infinite opportunities for boosting client relationships. Therefore, find client management software for small businesses that help you evaluate data and analytics thoroughly to gain actionable insights to build your clientele.
- Streamlines Workflow: Make sure your client database software streamlines your workflows and simplifies your sales management process with workflow management software. High-tech client management software for small businesses can record all calls, emails, and communication between your sales team and clients. At the same time, the software should allow your sales team to easily access any transcript or spreadsheet to respond to customer queries or approve discounts.
- Customization: Client management solutions should be tailored to your business needs. Many client relationship management software is available today to cater to the CRM needs of different industries that operate differently. Depending on your operation, your client database software may need custom filters and reporting modules. Therefore, analyze the customization required in your sales process before picking CRM software.
- Security: Finally, client management solutions should provide a highly secure environment to safeguard your customers’ data.
To sum up, we can say that investing in client management systems is the smartest move for small and large businesses. So what are you waiting for? Pick an efficient client management software, and get ready to reap the benefits of client database software.