Date: August 21, 2024Want to organize client data to quickly extract required information and personalize interactions? A robust client management software can help.
Interestingly, 91% of clients are likelier to purchase from businesses that send contextual and relevant offers.
To help you win more of these clients, we have curated this guide on the 10 best client management software with features, advantages and disadvantages, and pricing. Let’s get started!
What Is Client Management Software?
Client management software is a system that collects, organizes, and manages customer data so you can seamlessly streamline your customer relationships and improve profitability.
Here are some major capabilities of client management systems –
- Tracks client-business interactions, helping you remember to follow up on certain conversations and never miss out on important details.
- Provides data for sales, marketing, and support teams to analyze trends, preferences, and behavior, establishing and nurturing customer relationships.
- Organizes and automates client management processes for efficient client activities, data tracking, and overall business productivity.
- Aids in organizing and analyzing customer data.
- Offers tools to better manage different stages of a typical customer lifecycle, like lead generation.
- Enables you to follow up timely, schedule appointments, and set notifications for important client-related dates.
Not having an organized client database and not adopting a client-centric approach can be disastrous. It results in data disorganization, unhappy customers, communication gaps, and missed opportunities. Avoid this with apps for client management. Such software efficiently manage client information, streamlining operations and improving customer satisfaction.
Key Features of Client Management Systems
Key features to look out for in your client management systems vary with your clients and business. Here are some non-negotiable features –
- Contact management to log customer data like address, social media handle, and name in a search-friendly database.
- Interaction tracking to create a conversation database by adding notes and interaction history.
- Lead management to manage the lead lifecycle, covering all the stages from lead identification and scoring to lead movement through the sales pipeline.
- Email integration to segment and manage contact lists and for internal collaboration.
- Document management to collect, store, upload, and share documents in a unified space for easy access for all team members.
- Proposal management to create and send convincing proposals.
- Pipeline management to get an overview of your sales pipeline and gauge the position of leads in the sales funnel.
- Workflow automation to automate operational tasks by developing workflow incorporating triggers.
- Reporting and analytics to regularly analyze sales figures and sales call reporting. It also provides you with sales agent performance reports.
- Sales forecasting to anticipate revenue and sales as per the historical data and current trends.
- Third-party integrations to seamlessly connect with your preferred apps like calendars and emails, helping you streamline the client management process.
- Security like encryption and access controls to safeguard sensitive client data.
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10 Best Client Management Software
The market is flooded with client management software, and it’s only natural to get confused. That’s why we have brought you this list of 10 best client management software to explore, compare, and invest in.
After extensive research and analysis, we have curated a list of client management software. These software are carefully selected based on usability and satisfaction scores, including features, ease of use, customer support, ratings, and reviews from SoftwareSuggest, G2, and Capterra. Our aim is to assist businesses in identifying the most suitable software to streamline their operations.
1. CallHippo – Best platform for managing all phone interactions
CallHippo is the best platform for managing all phone interactions because it cuts communication costs, automates workflows, and tracks team performance. It also boosts agent productivity with its comprehensive feature stack.
Features
- Global connect
- Call barging
- Call queueing
- Smart call forwarding
Pros
- Offers insights into call trends, metrics, and patterns to optimize business processes, enhance client service, and drive data-driven decisions.
- Distribute inbound client calls to the relevant department or agent based on pre-set criteria to optimize call handling and enhance agent productivity.
- Know caller messages or identities before connecting on the call to prioritize calls based on information or urgency, enhancing the call management process.
Cons
- The dialer freezes sometimes.
- Reports are sent to email and not downloaded on your device.
Pricing
- Starter: $18/user/month
- Professional: $30/user/month
- Ultimate: $42/user/month
2. Zoho CRM
Zoho is a perfect blend of functionality, usability, and customization to help all businesses efficiently manage their client relations. From sales automation tools to analytics, this customer relationship management system offers it all.
Features
- Lead and account management
- Live chat and visitor tracking
- Advanced customization
- Process automation
Pros
- Unifies client information from calls, notes, interactions, shared documents, and invoices, streamlining decision-making and personalizing services.
- Connect with your clients on their preferred channel so your sales teams can quickly get the context of the conversations without interrupting the client journey.
- Create a blueprint of the proven sales strategy so your rep knows the right step to take in the prospect’s journey, enhancing client satisfaction.
Cons
- Has a steep learning curve.
- Offers unsatisfactory customer support.
Pricing
- Standard: $20/user/month
- Professional: $35/user/month
- Enterprise: $50/user/month
- Ultimate: $65/user/month
3. Pipedrive
Pipedrive is a robust client management tool and CRM software that centralizes your business’s sales and marketing-related processes and tools in a single client management software. From nurturing customer communication to importing data, Pipedrive supports it all.
Features
- Sales dashboards
- Marketing automation
- Access controls
- Custom sales pipelines
Pros
- Set permissions and visibility groups to restrict users on what they can access, see, or do, enhancing data security.
- Automate your desired step in the sales process for easier client management and reduced admin work for your team.
- Measure past sales data to know what’s working and modify promotional offers, landing pages, and pricing accordingly, boosting profitability.
Cons
- The mobile app has limited functionality.
- Setting up integrations is a complex process.
Pricing
- Essential: $9.90/user/month
- Advanced: $19.90/user/month
- Professional: $39.90/user/month
- Power: $49.90/user/month
- Enterprise: $59.90/user/month
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4. HubSpot
HubSpot is a powerful and trusted client management system that eliminates the need for manual data entry and saves time spent on routine tasks. It also helps you organize, grow, and nurture your database with lead generation and email marketing tools.
Features
- Email tracking
- Prospect tracking
- Live chat
- Contact intent tracking
Pros
- Get notified when your lead engages with your email so you can send personalized follow-ups timely, accelerating the lead conversion process.
- Create irresistible CTAs and draft engaging prospect emails with AI, driving higher conversion and engagement.
- Track leads and team performance on the go with Android or iOS mobile apps, inducing flexibility in working.
Cons
- Offers one phone number in the low pricing tiers.
- Sales analytics is not available with lower pricing plans.
Pricing
- Starter: $18/user/month
- Professional: $1600/user/month
5. Freshworks
Freshworks offers you comprehensive client data, helps you close deals faster, enables you to engage in conversations, and boosts sales. It is a single source of truth for your sales and marketing teams, eliminating information gaps and ensuring consistent customer service.
Features
- AI-powered assistant
- Customer management and segmentation
- Lead scoring
- Activity or time-based triggers
Pros
- Automatically assigns prospects to the salesperson as per pre-set lead routing rules, maximizing lead conversion and streamlining workflow.
- Proactively detects and displays duplicate contacts in your database by running a check based on their email, number, and name, eliminating confusion.
- Automatically adds more relevant social and publicly listed information of your contact in the database, enhancing personalization of the sales journey.
Cons
- Offers limited customizations for reports.
- Add on minutes and numbers are charged extra.
Pricing
- Start at $15/user/month
6. Monday
Monday is an unparalleled client management system that helps you build value-driven customer relationships, driving efficient customer management. You can track prospect or client communication, induce customer loyalty, and streamline customer engagement with Monday’s feature stack.
Features
- Activity management
- Email composition
- Merge duplicate data
- Call logging
Pros
- Create workflows and complete tasks as you want with drag-and-drop functionality, improving data organization and accessibility.
- Seamlessly connect with customers over calls or texts and log every interaction by integrating the platform with a robust business phone system like CallHippo.
- Send bulk personalized emails to leads, eliminating manual labor, improving outreach, and saving time.
Cons
- Doesn’t have built-in messaging and calling features.
- Insights and HubSpot integration are only available with premium pricing plans.
Pricing
- Basic: $9/user/month
- Standard: $12/user/month
- Pro: $19/user/month
- Enterprise: Contact sales
7. ClickUp
ClickUp is an incomparable customizable client management tool that offers personalization options like views and templates. This software allows you to manage client data, save time, and centralize outreach with ClickUp’s in-built automation capabilities.
Features
- Call summaries
- 50+ dashboard widgets
- Gantt charts
- Threaded comments
Pros
- Create Kanban lists, tables, and boards to view everything from contact information to sales pipeline, enriching your decisions.
- Break down projects into subtasks and create checklists in each task to track your workflows and to-dos, simplifying complex project completion
- Structurize your onboarding process by scheduling meetings, planning regular follow-ups, and creating SLAs, ensuring a stellar client experience.
Cons
- The video recording option is missing.
- Has occasional glitches and a slow loading.
Pricing
- Unlimited: $7/user/month
- Business: $12/user/month
- Enterprise: Contact sales
8. Keap
Keap is a trusted client management software that manages all your customer interactions and details in one place for easy team collaboration. So, now your entire team can work toward building client relationships for higher sales and client loyalty.
Features
- Custom lead forms
- Contact tagging and segmentation
- Task management
- Automated email sequence
Pros
- Automatically pulls and logs lead information from your social media or website to the CRM database, aiding in more effective sales outreach.
- Identifies hot leads and sends relevant automated emails to slide them down the marketing funnel, accelerating conversion.
- Imparts one-on-one training at $499 on how to use the software and build a dedicated success playbook, fostering maximized success and effective utilization.
Cons
- Limited invoice and quote forms options.
- Doesn’t offer free onboarding.
Pricing
- Pro: $159/month
- Max: $229/month
- Ultimate: $229/month
9. Zendesk
Zendesk is a modern client management software that enables you to boost revenue. This client management system offers productivity tools, customer view, and advanced analytics in one place for sales teams to deliver amazing client experiences.
Features
- Activity reporting and analytics
- CRM mobile app
- Custom sales dashboard
- Email tracking
Pros
- Has a user-friendly and customizable user interface so your team can quickly get the hang of all the necessary features.
- Comes with an intuitive mobile app that synchronizes with the desktop so you or your sales team do not miss any lead progress when out of the office.
- Enables agents to make calls without any effort, provides scripts, records calls, and offers call analytics, ensuring streamlined communication.
Cons
- Filtering and finding information is challenging.
- Crashes sometimes, leading to workflow interruptions.
Pricing
- Team: $19/user/month
- Growth: $55/user/month
- Professional: $115/user/month
10. Salesforce
Salesforce is a premium client management solution that has been in the market for 20 years now. All kinds of growing businesses use this software to manage their clients. This client relationship management software is loaded with features that will amaze you with their usability, effectiveness, and results.
Features
- Opportunity management
- Email templates
- Account management
- Microsoft Office integration
Pros
- Customize your sales pipeline with your client journey, optimizing sales strategy and fostering a client-centric approach.
- Seamlessly integrates with 3000+ platforms, fostering streamlined business operation and data accessibility.
- Automatically assign leads as soon as they are captured, ensuring timely engagement and conversion.
Cons
- Doesn’t offer deal insights with low pricing plans.
- You don’t get AI features in basic plans.
Pricing
- Starter: $25/user/month
- Professional: $80/user/month
- Enterprise: $165/user/month
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How to Choose the Best Client Management Software?
Choosing the best client management from the myriad of options available can be overwhelming. Solve this by gauging whether your chosen software aligns with your business needs, objectives, and budget.
Here’s how you must choose the best client management program –
1. Gauge the difficulty level
If your chosen software’s features have a steep learning curve, you’d need to impart extensive training to your sales team. So, make sure your client management software has a simple and intuitive interface.
2. Check for contact management capabilities
Ideally, apps for client management must offer an organized picture of the business and contacts, covering all critical details. It should also centralize all customer communications in an inbox so you can easily access them when needed.
3. Measure software’s affordability
While choosing client management app, avoid chasing advanced or excessive features features. Rather, go for the ones that look promising and feasible for long-term use. Also, you can get a free client management software solution by signing up for a software’s free trial.
4. Review third-party integrations
Client management software can empower you to efficiently handle your clients and save significant time when connected with your preferred integrations. So, make sure to check that all your relevant apps seamlessly integrate with your chosen client tracking software.
5. Look for analytics and reporting feature
Client data is all you need to understand your customers and develop strategies that drive sales. Your client tracking software must have this feature so you can easily track sales performance, KPIs, business growth, customer retention rate, and more.
6. Check call and message capability
Ensure that your client management app integrates with your phone system for easy and streamlined communication between client and team. To avail of this benefit, you must select a reliable and feature-rich business phone system like CallHippo as your client management.
Wrapping Up
Client management software ensures seamless deal conversion and profitability with its comprehensive and useful features like deal management, analytics, and sales forecasting.
To avail of these benefits and leverage these features, you must choose a reliable provider from our buyer’s guide. Make sure to check the list provided when choosing your client management program.
Also, many client management tools do not offer messaging and calling features, so you must opt for a system that offers reliable business phone system capabilities in addition. Start your free trial now!
Frequently Asked Questions
1. What is the difference between client management services and contact management?
Client management tracks detailed client lifecycle information, whereas contact management tracks basic contact information like business, email address, and customer name.
2. Is there an app to keep track of clients?
Yes, you can track clients with robust software or apps for client management like Zoho CRM, Zendesk, and HubSpot.
3. What does client management do?
Client management manages the company’s interactions with the clients.
Supriya Bajaj is a senior content developer with immense experience in the VoIP telephony domain. With a deep knowledge of VoIP systems and emerging technologies in the field, she provides insightful and targeted content. Known for simplifying complex topics and her thought-leadership articles, Supriya delivers actionable content for both technical and non-technical audiences.
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