8 Best Client Management Software in 2023 [Reviewed & Compared]

The best client management software is a set of tools that helps you manage your clients and their information.

There are many different platforms on the market that offer this type of service, and each one has its own strengths and weaknesses.

 

 

What Is The Best Client Management Software?

The first thing to look at when choosing a client management system is how it works with your existing systems.

It’s important that the platform integrates well with your accounting software, email marketing platform, CRM system and other tools that you use on a regular basis.

If it doesn’t integrate with those platforms, then it will be difficult to use the client management system effectively.

Once you know which platforms work well together, then you can look at other features like customer support and pricing models.

These are important factors in choosing the best client management software for your business needs.

1. Monday.com

 Monday.com is a collaborative project management software. It’s easy to use, flexible and affordable. Monday.com is the only project management tool that allows you to manage both projects and tasks in one place.

It’s perfect for small teams working together in one location or large organizations with remote teams spread across the globe.

With Monday.com you can:

• Manage your projects and tasks on one platform
• Track time with powerful time tracking features
• Create custom fields for every task and project
• Use email notifications to get updates on your projects in real time

Features

Project management: Create tasks for each project, update them as needed, add due dates or milestones that trigger notifications and more.

You can also assign tasks to specific people or groups of people within your organization so everyone knows who’s responsible for what task at any given time.

Dashboard: See an overview of all your projects in one place with their statuses and progress bars that update automatically when new changes are made anywhere in the system.

This makes it easy to see what needs attention right away without having to go hunting through different tabs or windows looking for updates on certain projects or tasks within those projects.

Pricing

Monday.com offers the following price plans:

• Free Plan: Limited to 5 projects and up to 3 users

 

• Business Plan (Starter): $9 per user /month, billed annually
• Business Plan (Standard): $29 per user/month, billed annually
• Business Plan (Premium): $49 per user/month, billed annually

2. Pipedrive

 Pipedrive is an all-in-one sales CRM for teams that helps you close deals, follow up with leads and keep everyone on the same page. It’s easy to use, affordable, and integrates seamlessly with Gmail, Outlook or any other email client.

Pipedrive can help you:

• Close more deals faster with automated emails and reminders
• Get organized by creating customizable workflows and dashboards
• Manage your projects and tasks in one place
• Track sales opportunities by keeping notes and details about each lead
• 

Features

Sales pipeline – Create and manage a sales pipeline for each client or customer. See all the stages of the sale process and easily track who is doing what at any given time.

Leads – Create leads from emails and signups with lead scoring and lead tracking tools to help you generate more sales opportunities.

CRM – Manage contacts, accounts and opportunities in one place with Pipedrive’s CRM features. Get alerts when deals get delayed or close prematurely so you can follow up with leads before they slip through the cracks!

Inventory – Quickly track inventory levels of your products or services so you always know when it’s time to reorder more stock!

Pricing

Pipedrive is available in three different plans, each with its own set of features and pricing. The plans are:

 

• Startup $99/month
• Pro $199/month
• Enterprise $399/month

3. Freshworks CRM

 Freshworks CRM is an advanced customer relationship management (CRM) solution that helps small businesses manage their customer relationships. It uses a mix of email and social media automation, marketing campaigns, and reporting features to help you reach more customers and keep them happy.

Get Started for Free

Freshworks CRM is free for up to 100 contacts, with paid plans starting at $30/month for up to 1,000 contacts. The pricing model is based on number of users, not contacts or companies.

For example, if you have six employees who need access to the system and each one has 50 contacts in their database, you’ll be billed $60 per month for six users.

Features

Sales Pipeline: Create and manage your sales pipeline with ease. You can create your own fields to segment your leads and track their progress. Once you have created a lead, you can add it to a stage or use the default ones like “Signed Up”, “In Progress”, “Negotiation” etc.

Lead Scoring: Lead scoring helps you prioritize your leads by assigning them points based on their criteria. For example, if a lead has signed up for 3 different services from your company, they may be more likely to convert into customers than someone who has signed up for just one service.

Customer Segmentation: Customer segmentation allows you to group customers based on their purchase history, user behavior, demographics or whatever other criteria you want to group them by. This helps you better target your messages and offers directly at the appropriate customer segments.

Pricing

Freshworks CRM is a subscription-based software that comes with a free trial period of 30 days. The pricing starts from $29 per user per month and goes up to $399 per user per month.

4. Hubspot CRM

 Hubspot CRM is a powerful sales and marketing application that allows users to manage their contacts, leads, and data from one place. HubSpot CRM is an extremely useful application for anyone who works in the field of sales or marketing. This can be used by anyone from small businesses to large enterprises.

The HubSpot CRM has numerous features that will help business owners get more leads and close deals faster. Some of these features include:

• Lead management
• Sales prospecting
• Account-based marketing (ABM) campaigns
• Contact data management

Features

Automated tasks – set up automated tasks for your sales team to follow up with prospects, track emails and phone calls, and more. Lead scoring – assign a score to each lead based on their activity in the CRM. This feature helps you prioritize your sales efforts and helps you understand who is most likely to become a customer.

Email marketing – use email templates and tags to send emails directly from Hubspot, automatically create email campaigns based on certain criteria like lead score or contact information, and automatically add contacts to lists based on their activity in the system.

Social media – manage all of your social media accounts from one place using Hubspot’s social media tools. You can also integrate social media services like Facebook, Twitter, LinkedIn, Google+, etc., into your website so visitors can sign up without leaving it.

Pricing

HubSpot CRM pricing is based on the number of contacts and the number of users. The cost per user is $10/month, which includes access to all features, unlimited data storage, unlimited licenses and more.

The number of contacts you can store depends on the plan you choose:

• Basic: 50 Contacts
• Professional: 500 Contacts
• Enterprise: 5,000 Contacts

5. Zoho CRM

 Zoho CRM is a customer relationship management tool that helps you manage your contacts, leads and opportunities from one place. It features a contact manager, lead generation tools, sales pipeline management and many more.

Zoho CRM comes in two editions: Basic and Premium. The Basic edition is free to use while the Premium edition can be purchased as per your needs.

All the features of Zoho CRM are available in both editions but there are some limitations on the number of users and data storage space for the Basic edition. Zoho CRM has a number of features including lead generation, email marketing, social media marketing, analytics, reporting tools etc.

You can also add custom fields to your contact record to store additional information about them like their birthday or anniversary which you can use later on for sending them wishes through emails or texts on that particular day of the year.

You can also schedule an email campaign using Zoho Mailer which will send emails based on a schedule that you have set for yourself without manually having to open up your inbox each time to send out emails manually one by one.

Features

Business Intelligence: Track key business metrics like lead conversion rates, number of deals closed, average deal size etc., with the help of charts & graphs.

Contact Management: Create contacts for all your clients, prospects and vendors in one place. Manage their details such as email addresses, phone numbers, social media profiles etc. centrally so that you can reach out easily whenever needed.

Sales Process Management: Set up customized workflows for each stage in the sales process to automate repetitive tasks such as sending emails or setting reminders for actions needed from your team members on any given day or week.

Pricing

 Zoho CRM is an affordable, feature-rich and user friendly software for small businesses. Zoho CRM’s pricing starts at $25/user/month with a 14-day free trial.

6. Keap

Keap is a hardware and software platform that helps you build, manage, and secure your IoT products. Keap makes it easy for you to focus on building your product and not on securing it.

It provides the tools you need to quickly and easily secure your IoT devices:

1. Secure by design: Keap’s open source code base means you can easily verify the security of your device.
2. Reproducible builds: Keap provides a standard way to build software in an environment that is both reproducible and verifiable.
3. Compliance: Keap supports regulatory compliance with features like the ability to encrypt data at rest, keep logs up to date, and send messages when certain events occur (like when a device gets unplugged).

Best For Lead Follow-Up

 Keap is the best solution for lead follow-up. It’s easy to use and integrates with your current sales CRM.

With Keap, you can create a system that will help you automatically follow up with leads at the right time and in the right way.

Here’s how it works:

You send a follow-up email to a lead, and Keap determines what actions are required based on their response (or lack thereof). For example, if they don’t respond within 24 hours, Keap will send another follow-up email.

If they respond but don’t indicate interest in your product or service, Keap will send an offer for free consultation. If they respond with interest, then Keap will schedule a call with you immediately!

Features

1. Sending personalized messages based on user behavior (e.g., abandoned cart)
2. Sending automated messages to users at key moments in their journey (e.g., after customer registration or pre-order)
3. Personalized emails based on user data (e.g., customer name)

Pricing

 

7. Insightly

 Insightly is a cloud-based contact management solution that allows businesses to track, manage and organize their contacts. It provides an intuitive interface that makes it easy to organize your contacts into groups and subgroups, as well as send emails, create reminders and track email opens.

Insightly is an online contact management tool that helps companies manage their customer relationships from one place.

Using this software, you can create accounts for each client or customer, add notes about their interactions with your company (including meetings or phone conversations), record proposals and contracts, store files like documents or photos related to those customers, and much more.

The Insightly dashboard provides a quick overview of all the important information about your contacts; this includes their status (if they’ve been marked as “no longer interested”), their location (if they’re located in another country), what type of communication they prefer (e-mail or phone call), how often they check their messages and more.

Insightly offers a variety of pricing plans based on the number of users and storage space required:

• 1 user: $9/month
• 5 users: $29/month
• 10 users: $55/month

 Features

Marketing Automation

Insightly makes it easy to build and execute your marketing automation campaigns. You can create lead scoring rules and segment leads based on their behavior and preferences.

This allows you to send engaging emails to your leads at the right time. You can also automate drip campaigns, which are used to educate your customers about different aspects of your product or service.

Email Campaigns

Insightly allows you to create email campaigns quickly and easily. You can use templates or create new ones from scratch as per your requirements. You can also schedule these email campaigns so they are sent at the desired time automatically without any effort from your end!

Pricing

Insightly also offers a free trial option, so you can test out the software before committing. There’s also no long-term contract or commitment required – which means you can cancel at any time without penalty or hassle.

The pricing for Insightly is simple: there are three plans available depending on how many users you need to support (one user costs $10/month). There’s also an Enterprise plan ($200/month), but this only includes two users and doesn’t include some of the more advanced features found in other plans.

What Is Client Management Software?

 Client management software is a system that allows you to track your clients and their project progress. This software is usually used by freelancers, small businesses, and agencies who need to manage multiple clients at once.

What Is Client Management Software?

Most people have heard of project management software, but client management software is a little different. It’s used for the same exact purpose as project management software: to manage projects and tasks.

But it does so by focusing on client relationships rather than tasks and projects alone. In a nutshell, client management software can help you track everything from contracts to invoices.

You can also use it as a CRM (customer relationship manager), which lets you keep track of your contacts in one place and send them reminders when they’re due on something important like an invoice or meeting.

How Does Client Management Software Work?

You’ll find client management software available in many different shapes and sizes — some are web-based while others run natively on your computer desktop or laptop device. They all work pretty much the same way though: once installed on your computer or device, they’ll sync with each other so that all your data stays up-to-date no matter where you go or what device you use.

Best Client Management – Wrap Up

The best client management software is a way to manage your clients and make sure they are happy.

But it is more than just a way of managing your clients, it is also a way of being professional and helping other people.

The best client managers do not only manage their own clients but also help other people with their problems.

The best client managers know how to deal with clients and make them feel comfortable.

They also know how to deal with difficult situations and handle them properly.

Client management can be done by anyone who wants to become a good manager or even if you are already a manager, then you can learn something new from the best managers in the world.

There are many ways that you can become a good manager but one of them is by learning from someone who has had experience in this field.

You can learn from internet or books about how to be a good client manager and then apply those skills when dealing with your own clients.