Compare the Top Client Management Software using the curated list below to find the Best Client Management Software for your needs.
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monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.
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Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.
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Zendesk
Zendesk
$5 per month per user 20 RatingsZendesk helps you create exceptional customer experiences. Zendesk, a leading provider of software and solutions to improve customer relationships, empowers businesses to become more reliable, flexible, scalable, and adaptable. Zendesk's products include Support, an integrated customer service solution; Chat, chat, and messaging tool; Talk and call center software; Explore to analyze and report; Inbox, shared team mailbox; Guide, a knowledgebase and self-service solution; and Connect + Outbound to support proactive campaigns. -
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Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
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Solid Performers Pvt. Ltd
$ 20 per user per month 80 RatingsSolid Performers CRM is a Pre & Post Sales Management CRM that is fast growing and can be used for any business need. We are an ISO 27001: 2013 Certified Company for Data Security and Maintenance. Our State of the Art Cloud Infrastructure is supported by Amazon Web Server, which allows us to provide the highest level of service availability, sustainability, and reliability 24 hours a day. We are committed to "Delivering Excellence" at every moment. Solid Performers CRM is one the few SAAS CRM software that can perform multiple functions, including lead management, client management, client followup management, lead to client conversion in one click, proposal management, proforma invoice management, invoice management, product management and many other functions. -
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Airtable allows you to organize your work in your own way. Airtable is an all-in-one collaboration tool that combines the power and flexibility of a relational database with ease-of-use spreadsheets. It syncs data instantly across all platforms and devices. You can choose from a variety of formats to view the tasks at hand: grid, calendars, Kanbans, galleries, and forms.
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Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.
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Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.
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HubSpot CRM
HubSpot
Free 150 RatingsHubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. -
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NetSuite
NetSuite
59 RatingsOne integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system. -
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Drip is an award-winning, feature-rich, marketing automation, ecommerce CRM and email platform that allows marketers and businesses to get to know customers at scale. Drip has a variety of features that will help marketers see their customers clearly. Tracking tools, automated workflows and multichannel marketing are just a few of the many features offered by Drip. It integrates natively with many of the most popular marketing tools.
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Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.
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ActiveCampaign
ActiveCampaign
$19.00 20 RatingsActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial. -
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Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.
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Freshsales
Freshworks
$9 per user per month 14 RatingsStop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads. -
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Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.
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Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
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Aggregatur
Aggregatur
$100.00/month Aggregatur, a lead-selling solution, automates calls and sells leads. Aggregatur allows users to instantly price and identify incoming leads. Aggregatur includes an integrated client management tool that allows users turn off lead delivery. Aggregatur has been completely redesigned and works flawlessly on mobile platforms. -
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oClient
GETREVE
$1We help entrepreneurs improve their sales through great client management. We offer a powerful tool with a unique pricing structure "Pay as you wish". All client data can be collected. You can add custom fields, groups, tags, and import and export documents. Easy and efficient account management. You can increase the number of appointments you have and improve their quality. Reminders can be used to help you keep track your clients and appointments. You can share the calendar with your colleagues. Adding contracts, offers, files and tasks to your account management system will help you improve it. If your clients have any issues, feel free to contact the customer support team. -
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FreeAgent CRM
FreeAgent Network
$33 per user per monthFreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers. -
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Lucrativ
Lucrativ
Lucrativ Sales Acceleration CRM. Complete sales CRM software designed to drive deals. Contact and Lead Management. Built-in Sales Tools (Email/Power Dialer/SMS). Automated Workflow. Fully mobile. Dashboards and reports that can be customized. All the information and insights you need for contacting leads and closing deals confidently. To close deals efficiently, you can automate sales processes and send them off to your team. With customizable metrics and real time reporting, you can track and analyze your sales performance. Every successful sales leader will tell ya that more calling equals more closing. Lucrativ's Power Dialer helps you save time and connect with more leads. It also helps you prioritize which leads to reach out to. Data-driven decision making goes beyond a buzzword. With customizable metrics, real-time reporting, and easy to read dashboards, you can see where your business is at all times. -
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HostBill
HostBill
$599 one-time paymentAttract customers by creating beautiful, flexible and customizable order pages. Marketing tools can help you increase your sales. HostBill’s sleek technology covers all aspects for an ecommerce site, from setting up customer signup options to configuring product options and selecting payment methods. It also includes applying taxes and applying promo codes. Hostbill automates all your billing operations. From generating and sending an attractive PDF invoice at set intervals, notifying your staff and customers, sending reminders as needed, to collecting payment. HostBill manages your hosting service from signup through termination, and ensures that all resources for your customers are automatically provisioned in your control panel. HostBill can also help you with domain registration and transfer.
Client Management Software Overview
Client management software is a business software solution used to keep detailed records of customers or clients. It's designed to help businesses stay organized by giving them a comprehensive overview of the relationship between the company and its customers. The software helps companies track contact information, marketing campaigns, sales records, client preferences, billing information and more.
Using client management software can help businesses save time in managing customer relationships as it simplifies many manual processes. Companies are able to store important customer information in one centralized location which makes it easier to search for data quickly and efficiently. With the right system in place, businesses can access real-time customer data such as order history or recent contact activities. This level of detail allows for better decision making based on up-to-date insights into customer activity.
The features offered by client management systems vary from product to product but may include contact management, appointment scheduling, task automation, email integration and reporting capabilities. Many systems also offer additional features such as project tracking tools that make it easier for companies to manage multiple projects at once while still being able to track progress across each one individually. Additionally some products provide automated tasks such as reminders which help ensure that critical deadlines are not missed or forgotten about.
Overall having an effective client management system in place can significantly reduce the amount of time spent dealing with administrative tasks associated with customer relations while allowing teams to focus on building strong relationships with clients and delivering exceptional service experiences.
Reasons To Use Client Management Software
- To Automate Administrative Tasks: Client management software can automate many important administrative tasks such as appointment scheduling, invoicing, and payment processing. This type of software eliminates manual data entry and reduces the amount of time required to manage client information.
- Enhance Communication with Clients: Good client management software will enable businesses to easily send emails or text messages to their clients in order to update them with important news or remind them about upcoming appointments.
- Streamline Billing Processes: Client management software makes it easy for businesses to keep track of invoices and payments, as well as calculate taxes owed by clients quickly and accurately. Most programs also have built-in reminders which can help businesses stay on top of billing deadlines and reduce arrears from overdue payments.
- Improve Security & Data Protection: Finally, most client management software packages come with access control features that allow administrators to set user roles and restrictions so that only authorized personnel are able to view specific parts of the system or sensitive data like payment credentials. These security measures help ensure that confidential information is kept safe at all times.
The Importance of Client Management Software
Client management software is essential for businesses to stay organized and properly manage customer relationships. It helps companies keep track of important client information, such as contact details, billing, communication histories and project timelines. This ensures that all customer interactions are recorded in one place.
Client management software allows business owners to easily access customer data as needed and provide personalized service to each individual client or account; this leads to improved customer loyalty, satisfaction and long-term retention rates. Additionally, it enables businesses to improve the efficiency of their operations by automating manual tasks and streamlining processes for cross-functional teams.
Moreover, using a client management system provides valuable insights into customers’ needs which can help companies improve their marketing strategies. By tracking sales data, trends in customer behavior and purchasing patterns, businesses can gain valuable insights into the preferences of various types of customers. This can be used to tailor customized offerings accordingly in order to increase sales opportunities with existing clients or attract new ones through targeted campaigns.
Overall, an effective client management software solution is essential for modern businesses seeking efficient customer relationship management (CRM). It helps them remain organized by providing quick access to critical customer information as needed for better servicing and improved marketing decisions leading ultimately lead increased profits over time through successful conversions from leads into paying customers.
Client Management Software Features
- Contact Management: Client management software allows users to store contact information such as client names, addresses, phone numbers, emails and more in an organized manner for easy access.
- Quote/Estimate Generation: This feature enables users to quickly generate quotes and estimates for potential clients based on customized templates or product lists.
- Invoicing & Payments: With this feature, businesses can easily create invoices, track payments received from customers and manage accounts receivable in one place.
- Project Management: Track the progress of projects with detailed task management tools allowing businesses to assign tasks to employees and keep track of tasks that are complete or still need work.
- Scheduling & Calendar Management:Keep all appointments with customers organized by creating automated reminders of upcoming events and deadlines so you never miss a meeting again.
- Reporting & Analytics:Generate reports tracking financial performance, customer activities, sales trends and more all from one place within your client management program - making it easier than ever to stay on top of data-driven business decisions quickly.
Who Can Benefit From Client Management Software?
- Business Owners: Client management software can help business owners streamline their customer service processes and make it easier to manage client relationships.
- Customer Service Representatives: Client management software can help customer service representatives quickly access customer data and streamline their workflow.
- Sales Teams: Client management software can enable sales teams to maintain efficient communication with clients, track leads, and better understand the sales funnel process.
- Project Managers: Client management software can be used by project managers to keep track of projects, schedule appointments and coordinate tasks between team members.
- Account Managers: Account managers can use client management software to easily access customer records, monitor account performance metrics, and identify opportunities for improvement.
- Support Agents: Support agents can use client management software to log customer issues, troubleshoot problems in real-time, and provide timely resolutions.
- Executives & Leadership Teams: Executives & Leadership teams can use client management solutions to analyze consumer behavior trends across various demographics or industries as well as identify new growth opportunities or optimize existing strategies.
How Much Does Client Management Software Cost?
The cost of client management software can vary greatly, depending on the specific features and capabilities you need. Generally speaking, the more comprehensive the suite of functions and services provided, the higher the cost will be.
For small businesses just getting started with client management software, basic plans may start as low as a few dollars per month or even offer free versions with limited features. Mid-level options may include monthly fees ranging from $10 to $40 per user per month depending on additional features such as account or customer segmentation, automated workflows or customer support ticketing systems. High-end platforms often have complex automation capabilities and reporting dashboards that make them well suited for larger companies managing multiple customers at once. These packages typically run several hundred dollars per user per month, though some large enterprises may pay thousands of dollars for enterprise-level packages with additional integrations and customizations.
Before purchasing any type of client management software it’s important to carefully consider your business needs so that you can determine which feature set is best for your situation and budget. When shopping around for a solution be sure to compare prices from multiple vendors in order to find a product that meets all your needs at the lowest cost possible.
Risks To Be Aware of Regarding Client Management Software
The risks associated with client management software include:
- Poor security measures, leaving confidential data open to cyberattacks and data breaches.
- Insufficient user access control, which may allow unauthorized personnel to view sensitive client information.
- Limited integration capabilities with other systems, leading to operational inefficiencies.
- Unclear audit trails and logging of system activity, making it difficult to track potential issues.
- Inconsistent customer service processes across teams, risking miscommunication and unhappy customers.
- Poorly maintained software leading to unexpected outages or compatibility problems with various devices.
What Software Can Integrate with Client Management Software?
Client management software can integrate with a variety of different types of software to increase efficiency and provide an all-in-one solution for businesses. This type of software is capable of integrating with accounting, customer relationship management (CRM), project management, payroll and human resource systems to minimize the amount of manual data entry that needs to be done. Additionally, integration with calendar applications like Google Calendar or Microsoft Outlook can help streamline appointment scheduling processes. Furthermore, client management software can be integrated with ecommerce solutions such as Shopify in order to facilitate payments from clients and centralize data across different services into one unified platform. Finally, many organizations are using voice recognition services like Amazon Alexa to automate certain routine tasks related to client management such as logging appointments or delivering notifications about upcoming events. By combining these various types of software together, businesses are able to create a comprehensive solution tailored specifically for their unique requirements.
Questions To Ask When Considering Client Management Software
- What type of client management software does the vendor offer? Does it provide support for customer relationship management (CRM), project management, and invoicing?
- Is the client management software integrated with other popular business applications? Does it integrate with popular accounting systems and other important business tools?
- How user-friendly is the system? Can employees easily understand how to use the interface and features quickly, or will they need extensive training before they are able to efficiently utilize all functions of the system?
- What reports can be produced with your client management software, and what additional information do these reports offer that would be beneficial to our organization?
- What level of customization is available in your client management system, both in terms of the data collected as well as reporting capabilities or graphical displays of information?
- Is there an API available so that development teams can extend the functionality and tailor it specifically to meet our needs if necessary?
- Are there any hidden costs associated with implementation or ongoing support/updates for this software solution?
- What kind of protection is offered if our data is breached or lost due to technical malfunctions within your database system architecture or infrastructure setup?