CLIENT MANAGEMENT SOFTWARE: Top 11 Picks For Your Business

Client management software
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One of the most important duties of organizations is to provide solutions to their client’s problems. To accomplish so, they must manage a number of customer-related processes. Prospects may go unfollowed if not handled appropriately, resulting in lost sales.
This is when client management software comes in handy. It can help people remain on top of their business performance by streamlining sales and marketing operations.
This article will go over the top ten client management free and paid software systems on the market to help you decide which one is best for your business. We’ll also go through the important features to look for while choosing CRM software.

Best 10 Client Management Software In 2022

#1. Monday.com

Best for small to medium-sized businesses.

Price: Monday.com offers free Client Management Software. It has four pricing plans: Basic ($39 per month), Standard ($49 per month), Pro ($79 per month), and Enterprise ($99 per month). Its plans are accessible to at least 5 users.

monday.com Client Management Software is useful for managing all types of clients. It offers a feature that allows you to construct a CRM board where all of your client’s information is organized. It will be an entirely customizable design.

This software includes features and functionalities that will assist you in providing complete transparency to your clients. It will save you a significant amount of time that you would have spent updating your clients on project status, preparing for a weekly status meeting, or drafting a monthly report, for example.

This software will make it easy to provide the client with a thorough grasp of the project.

Features:

  • monday.com Client Management Software includes a Client board for inviting clients to observe the project roadmap.
  • It has collaboration and communication tools that will allow you to work with clients from a single platform. You may share files with clients and keep track of all your interactions and files in one spot.
  • It offers capabilities that allow you to see who saw each message.
  • Also, it has the ability to attach notes. You can use the software to shift clients from one funnel to another and convert tasks into actionable items.

#2. Pipedrive

This is the best option for freelancers and small to medium-sized organizations.

Pipedrive is available for free for 14 days. Essential ($11.90 per user per month), Advanced ($24.90 per user per month), Professional ($49.90 per user per month), and Enterprise ($74.90 per user per month) are the four price options.

Pipedrive is a CRM and pipeline management software for sales. It offers a Sales Assistant powered by AI. You will be able to automate repetitive processes with workflow automation.

To handle sales discussions, you can utilize your favorite inbox and the program will automatically link deals and contacts to emails. Pipedrive can be integrated with your preferred sales-boosting apps. The mobile app is available for both iOS and Android.

Features:

  • Pipedrive’s contact management tools allow you to create an endless database of contacts and organizations.
  • It can provide a complete history of contact activity.
  • It will sync your contacts and calendar with Google and Microsoft.
  • More tools for communication monitoring include a contacts map, file attachments, customisable signatures, an activity calendar, and a scheduler.
  • It includes tools for managing leads and deals.

#3. Salesforce

Best client management software for small to medium-sized business.

Price: Sales Cloud has four pricing plans: Essentials ($25 per month per user), Professional ($75 per month per user), Enterprise ($150 per month per user), and Unlimited ($300 per month per user). It is free to try for 14 days.

Salesforce provides CRM software that is hosted in the cloud. Salesforce offers a platform for tracking customer information and interactions in one place. Email marketing can be automated and personalized. Salesforce Customer 360 includes sales, customer service, marketing, and analytics capabilities.

Features:

  • Salesforce will boost productivity with AI, autonomous data capture, and process automation.
  • It offers features ranging from call center software to self-service portals to improve customer service.
  • The cloud-based technology will make it easier for marketers to deliver the appropriate message at the right time on the right channel.
  • It will assist you in increasing customer happiness, increasing income, and decreasing expenses.
  • It provides a solution for collaboration as well as for developing custom apps.

#4. Act! CRM

Best for small to medium-sized businesses.

Price: Act! CRM provides three pricing options for cloud-based and self-hosted solutions. Starter ($12 per user per month), Professional ($25 per user per month), and Expert ($50 per user per month) plans are available for cloud-hosted solutions. Act! Premium is offered for $37.50 per user per month as an on-premise option. Annual and monthly billing plans are offered for a cloud-based solution.

Act! CRM is a tool for retaining clients, building pipelines, and expanding relationships. It features a configurable dashboard and interfaces with DocuSign, Gmail, Zoom, and other services. It synchronizes your communications, calendar, and documents.

Features:

  • Act! CRM has customer management features.
  • It has capabilities for tracking and prioritizing conversations, meetings, and other activities for task and activity management.
  • It keeps a complete record of all contacts with customers and prospects.

#5. Zoho CRM

Best for Small, Medium, and Large Businesses.

Price: It provides a free account with three users as well as a 15-day free trial for three plans: Standard ($12/month), Professional ($20/month), and Enterprise ($35/month). The most popular Ultimate edition, on the other hand, costs $45 per month and comes with a 30-day free trial.

Zoho CRM is an online 360° business management platform that assists businesses of all sizes and types in taking control of their sales, marketing, analytics, and operations.

Features:

  • Omnichannel platform for connecting with customers across many channels.
  • Sales automation solutions that use workflows and macros to manage leads, contacts, deals, and accounts.
  • Dashboards and reports that may be customized to compare, contrast, and gain insights from your data.
  • Zia, an AI-powered sales assistant, may aid you in predicting sales outcomes, detecting anomalies, enriching data, identifying email sentiments, and determining the best time to contact someone.
  • Marketing attribution solutions provide insights into the distribution of your campaign costs, as well as ROI data.
  • Internal chat, forums, notes, and groups all help to support effective team collaboration.
  • Mobile CRM app for recording data, scheduling tasks, connecting with customers, and updating information even when you’re not connected to the internet.

#6. Zendesk

Best for small to medium-sized businesses.

Price: Zendesk has five pricing plans: Essential ($5 per month), Team ($19 per month), Professional ($49 per month), Enterprise ($99 per month), and Elite ($199 per month). All of these costs apply to annual billing. The product is available for a free trial.

Zendesk’s support software offers help desk solutions to assist you in improving your client relationships. Zendesk offers a customer management solution to improve communication and customer relationships. It has an integrated solution for CRM systems.

Features:

  • Helpdesk monitoring software includes a contact management database, giving you a complete picture of your clients.
  • This database can contain information on past activities, customer communications, internal account discussions, and social data.
  • Its features for tracking and reporting interactions with present and prospective consumers will assist you in providing the best services to clients and thereby increasing sales.
  • The tool will enable you to personalize reports and gain valuable insights.
  • It can be used in conjunction with other tools and apps.

#7. Keap

Best for small to medium-sized businesses.

Price: Keap Grow (starts at $79 per month), Keap Pro ($149 per month), and Infusionsoft (starts at $199 per month) are the three pricing levels. It is available for the Keap Grow and Keap Pro plans for 14 days. These are the pricing for 500 contacts and one user.

Keap is a platform with features such as Client Management, Email Marketing, and Appointments. It also includes features for quotations, invoices, and payments. It will keep all client conversations and activities in one location.

Features:

  • Keap will keep a record of all meetings, payments, quotations, chats, emails, and tracked quotes for clients, as well as contact information and any shared files.
  • Marketing and sales automation, recurring payments, a landing page builder, and Smart forms and reports are all included in the Keap Pro plan.
  • It provides the Infusionsoft plan for existing businesses. It supports CRM, marketing and sales automation, leads scoring, and corporate data, as well as comprehensive reporting and e-commerce.
  • It saves contact information, including social network information, addresses, birthdays, and so on.

#8. HubSpot

Best for small to medium-sized businesses.

HubSpot CRM is completely free client management software for your business. It supports an unlimited number of users and data. It can be used for up to 1000000 contacts and has no expiration date.

HubSpot provides free CRM and marketing technologies. It provides features for Sales Managers, Salespeople, Marketers, Customer Service Teams, Operations Managers, and Business Owners.

Features:

  • HubSpot gives you real-time visibility into your sales pipeline with extensive data on sales activity, productivity, and individual performance.
  • It has reporting dashboard, corporate insights, deal tracking, contact website activity, and pipeline management functions.
  • It includes features like email tracking and notifications, prospect tracking, meeting scheduling, and live chat.
  • Forms, Ad management, Live Chat, and Chatbot Builder are among the services available to marketers.
  • Customer service teams will appreciate the ticketing, discussions inbox, ticket closed reports, and time-to-close tickets capabilities.
Read Also: EMAIL MARKETING TOOLS: The Top 10+ Automation Tools (+Free Tips)

#9. vCita

This is the best option for small enterprises and freelancers.

Price: vCita offers a 14-day free trial of the product. Solo offers three plans: Essentials ($19 per month), Business ($45 per month), and Platinum ($75 per month).

There are four plans available for teams: Business ($45 per month), Platinum ($75 per month), Platinum 10 ($117 per month), and Platinum 20 ($196 per month). All of these costs apply to annual billing.

vCita serves as a central repository for storing, organizing, and labeling leads contacts, and clients. The platform includes scheduling, billing, and invoicing capabilities, a client interface, lead creation, and marketing campaigns.

Features:
  • VCita provides client portal features that allow clients to schedule, pay, and share documents through a self-service site.
  • It offers the ability to send out automatic meeting reminders.
  • Custom follow-up for post-meeting follow-ups to invite clients to schedule the next session.
  • You can collect payments online and handle billing and invoicing.

#10. Insightly

Ideal for small to medium-sized businesses and freelancers.

Insightly is available for a free trial. CRM pricing levels from Insightly include Plus ($29 per user per month), Professional ($49 per user per month), and Enterprise ($99 per user per month).

Insightly is a CRM software that includes marketing automation and works with Gmail, G Suite, and Outlook. Marketing, Sales, and Project Management are all available on this single platform. It is capable of creating and sending emails.

Features:

  • Insightly visualizes the client’s journey.
  • It generates enterprise-level reports.
  • Workflow automation elements enable the development of complicated and multi-step business processes.
  • It can route leads to the appropriate individual in real-time.

#11. Freshworks CRM

Best for small to medium-sized businesses.

Freshworks CRM Pricing: A 21-day free trial is available. Freshworks CRM has four pricing options: Blossom ($12 per month), Garden ($25 per month), Estate ($49 per month), and Forest ($79 per month). All of these costs apply to annual billing.

Freshworks CRM is a sales CRM software. It offers AI-powered lead scoring, as well as phone, email, and activity collection. It provides a 360-degree customer perspective by allowing access to a customer’s social profile and identifying consumer touchpoints such as websites, interactions, appointments, and so on.

Features:

  • Freshworks CRM includes a Lead Scoring function that can assist you in prioritizing follow-up with data-backed insights.
  • The auto profile enrichment feature can bring leads to the sales CRM along with their social profile information and photo.
  • It provides a visual sales pipeline, at-a-glance deal status, drag-and-drop navigation, and iOS and Android mobile apps to track deals on the go for the sales pipeline.
  • It allows you to call someone from your CRM.
  • Freshworks CRM offers detailed reports as well as revenue analytics, a reporting dashboard, report customization, and graphic sales reports, among other features.

What is a Client Management Software?

Client relationship management software, or CRM, is another name for client relationship management systems. Whether or not a sale has occurred, this form of software retains records of communications with other individuals or firms. The goal of these systems is to gather all intelligence about this present, former, or potential client, including all contact events with that person or business.

What is the Purpose of Client Management Software?

Whether you are a small business or a large corporation, your goal is to grow and gain more customers. While new consumers are important, existing customers are a company’s most valuable asset. They already know, trust, and do business with you, contributing to your revenue. According to Gartner, 80% of a company’s future revenue will come from 20% of its present clients. Every client becomes a vital component of your company as a result, and it is critical to understand, develop, and build a good relationship with them in order to gain their loyalty.

Knowing how to cultivate that relationship necessitates a thorough understanding of their needs and every engagement they’ve had with your business. However, this information is dispersed among multiple tools—spreadsheets, phones, emails, notes, calendars, and so on.

As your customer base grows, organizing and storing relevant information, as well as having immediate access to it, becomes increasingly difficult.

You’d need a solution that can display you comprehensive client details with context, and communication history, and keep you up to speed on appointments, notes, and insights. That is exactly what client management software does.

What are the Benefits of Using Client Management Software

#1. Well organized Information

You can simply keep track of and access everything you need to be more efficient if your client information is structured in a plain and configurable manner.

#2. Improved collaboration

The tool serves as a single point of contact for the marketing and sales teams. There will be no information gaps or back and forth. You always speak in a constant tone to the customer.

#3. Increased revenue

With a complete picture of your clients at all times, you may cross-sell and up-sell at the proper time, with more success.

What is the Best Free Client Management Software?

There are several outstanding free client management software on the market (and featured in this post). Bitrix24, Hubspot CRM, and Apptivo are all worth a look.

What is the Best Free Realtor Client Management Software?

Client management software like Bitrix24, Hubspot CRM, and Apptivo will assist realtors. Freshworks Freshsales, which offers a free edition, and Zillow Premier Agent, a suite of free features available to brokers who list their properties on the Zillow network, are two client management software that particularly targets the realtor industry.

Conclusion

The quality of your customer account management is a major factor in determining the success of your business.

It’s never too early to start using client management solutions like the ones described above to achieve the best outcomes across the customer life cycle and journey map, from customer acquisition through invoicing repeat purchases.

Client Management Software FAQs

What is a client management system?

Client management solutions enable organizations to manage their interactions with both new and existing customers in real-time.

How do you build a client management system?

  1. Create a Detailed Process Outline.
  2. Streamline Each Step of the Process.
  3. Outline Your Final Management Plan.
  4. Implement Your Client Management System.

How does client software work?

The software recognizes files of interest and downloads them from other machines sharing network space. The shared files are stored on the user’s local workstation and are accessible to others. Investigators can download the files and determine the contents of the data.

References

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