Client management software enables firms to ensure that all salesforce members have access to lead and customer information. Additionally, they may assist with the generation of content for marketing campaigns and in contacting prospects through the appropriate communication channels.
You’ll find that many CRM systems double as client management software, since the functionality required is extremely similar.
When implemented appropriately, client management software may provide a 45 percent return on investment for every dollar spent. As a result, I’ll walk you through the top best client relationship management software available, their features, and price structures.
Let’s take a look at my top client management software recommendations.
What is the Best Client Management Software?
Here’s my pick the best client management software.
Image Source: Monday
Offices in a variety of sectors may use Monday.com’s CRM software to better organize and monitor their daily tasks. In addition, it serves as a way to monitor the team’s overall performance and productivity.
Sales CRM and partner management are two of the three templates available in this program, and you may choose one based on your sector and purpose. It’s a one-stop shop for all things related to managing leads, building connections with customers, and closing transactions.
Besides lead management, the platform lets users design forms for use on the company’s website. Sending entries to your Monday.com board automatically saves client contact information and upcoming meeting times for you.
The sales template makes use of the Kanban method to show users how many prospects they currently have and where they are in the sales process. This function also aids in efficient task management.
- The client board allows clients to see the project’s timeline.
- Sharing of files and communications.
- Tracking of messages.
- Note attachments are supported.
- It makes it easier to move customers between multiple pipelines.
- Basic Plan at $8 seat per month
- Standard Plan at $10 seat per month
- Pro Plan at $16 seat per month
- Enterprise Plan – need contact with support to set a stake
2. Hubspot CRM
Image Source: Hubspot CRM
Hubspot CRM has a broad range of capabilities that may be utilized by marketing, sales, and customer care teams. It’s a capable all-in-one platform that can compete with the most expensive CRMs on the market.
A key aspect of this program is its easy user interface, which is advantageous for users of the free version who do not have access to quick technical help. It also lacks customer service, although a comprehensive online manual compensates.
Users may construct landing pages, online forms, email campaigns, and social media (sm) content for marketing automation purposes using the marketing tools.
Additionally, they may use drag & drop to plan and schedule marketing material. This CRM software’s multipurpose functionality makes project management and marketing campaigns easier.
Hubspot integrates with third-party systems like as Gmail, Microsoft Office365, and G-Suite, ensuring that your team has simple access to all customer information. Email marketing templates are available for creating and scheduling email marketing content.
Regardless of team size, it can save up to 100,000 contacts without expiry or time restriction (even on the free version). However, if you want further features, you can always upgrade to a premium subscription.
- Marketing, sales, and customer service centers
- Templates for content and tracking
- Capable of storing up to one million contacts
- Tracking of leads
- Client-facing live chat
- Starter Plan starts at $45 per month
- Professional Plan starts at $800 per month
- Enterprise Plan starts at $3,200 per month
Image Source: Pipedrive
Pipedrive is small business client management software that includes an AI (Artificial Intelligence) assistant named “Zia” to help you manage your whole salesforce. Additionally, it contains useful tools such as a chatbox, online forms, and workflow automation to simplify repeated activities.
The platform has an intuitive user interface that enables rapid user setup. All members will get tailored work automation recommendations from the sales help.
Additionally, it may aid in rapid risk identification by reviewing prior performance of reps to identify areas for improvement. Similarly, the assistant uses algorithms to determine which actions can be automated.
Pipedrive is focused on optimizing the present activities that contribute to sales growth. You can watch the sales funnel in real time and prioritize your operations appropriately.
Users may name the various phases of the sales funnel, populate them with deals, then drag & drop them towards “won” to indicate the sales process is complete.software
- Appropriate for independent contractors and small enterprises.
- Assists in connecting consumers via several mediums.
- Dashboards that can be customized.
- Allows for the comparison of performance reports.
- Internal messaging system and mobile application.
- Essential Plan at $15 per month
- Advanced Plan at $29 per month
- Professional Plan at $59 per month
- Enterprise Plan at $99 per month (annually)
4. Freshworks CRM
Image Source: Freshworks CRM
Freshworks CRM (previously Freshsales) enables better sales pipeline management by integrating AI-powered performance analytics, lead creation, and built-in phone and email communication.
This 360-degree software system enables customers to follow leads across several touchpoints, including their social media accounts and websites. The platform maintains a record of the contact information, removing the need for human data input.
Users may prioritize prospect follow-up with relevant data by using the lead score feature.
Additionally, you may organize your sales staff geographically to facilitate operational administration. The teams may monitor success in real time using tools such as revenue analysis, detailed sales reporting, and report customization.
The pipeline management system includes capabilities for monitoring transaction status and visual insights into lead management. Additionally, users may monitor project activity at any time using the CRM’s mobile apps.
Additional capabilities, such as website monitoring, task management, and lead segmentation (based on behavior), all help to a successful sales conversion. The function of auto profile enrichment creates a database of leads’ social media profiles and photographs.
- Data migration from different CRM systems is seamless.
- Prioritization of follow-up
- In-built calling and email
- 2-way email syncing
- Android and iOS apps
- Growth Plan at $18 per month
- Pro Plan at $47 per month
- Enterprise Plan at $83 per month
Image Source: Keap
Keap is a customer relationship management (CRM) software that blends marketing and sales to increase lead generation and conversion. It has a number of tools that aid in work automation when it comes to monitoring sales activity.
Email marketing, appointment scheduling, invoice production, quotation generation, and payment functionality are all included in its tool set. Users may choose from a library of pre-structured emails and automate the communication process with new prospects.
The program gathers pertinent customer data and stores it in a “centralized” location for easy access. Additionally, it may do automated data updates and send follow-up reminders to improve sales. It decreases communication efforts via the use of phone and texting services.
This CRM solution removes the need for a separate form-building program by allowing users to embed custom forms directly into their company websites’ landing pages. They trigger specific automated procedures that alert the team to execute follow-ups on a timely basis.
The database may store critical customer information such as social media profiles and company locations.
- The company keeps track of payments and communications.
- E-mail marketing software.
- Notifications for follow-ups.
- Emails that have been pre-written.
- Incorporation of forms.
- Lite Plan at $79 per month
- Pro Plan at $159 per month
- Max Plan at $199 per month
What Is Client Management Software?
A client management software (or CRM software) is a piece of software that enables company owners to easily develop and maintain individual customer connections. It serves as a single point of contact for teams seeking critical customer information.
Additionally, the platform may contain other capabilities that aid with project management, client communication, job automation, and monitoring the many phases of the purchase process.