{"id":54585,"date":"2023-01-09T23:50:00","date_gmt":"2023-01-09T23:50:00","guid":{"rendered":"https:\/\/businessyield.com\/?p=54585"},"modified":"2023-02-09T16:12:38","modified_gmt":"2023-02-09T16:12:38","slug":"client-management-software","status":"publish","type":"post","link":"https:\/\/businessyield.com\/management\/client-management-software\/","title":{"rendered":"CLIENT MANAGEMENT SOFTWARE: Top 11 Picks For Your Business","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"
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.<\/p>
Best for small to medium-sized businesses.<\/strong><\/p> Price:<\/strong> 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.<\/p> 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.<\/p> 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.<\/p> This software will make it easy to provide the client with a thorough grasp of the project.<\/p> This is the best option for freelancers and small to medium-sized organizations.<\/strong><\/p> 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.<\/p> 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.<\/p> 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.<\/p> Best client management software for small to medium-sized business.<\/strong><\/p> Price:<\/strong> 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.<\/p> 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.<\/p> Best for small to medium-sized businesses.<\/strong><\/p> Price:<\/strong> 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.<\/p> 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.<\/p> Best for Small, Medium, and Large Businesses.<\/strong><\/p> Price:<\/strong> 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.<\/p> Zoho CRM is an online 360\u00b0 business management platform that assists businesses of all sizes and types in taking control of their sales, marketing, analytics, and operations.<\/p> Best for small to medium-sized businesses.<\/strong><\/p> Price: <\/strong>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.<\/p> 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.<\/p> Best for small to medium-sized businesses.<\/strong><\/p> 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.<\/p> 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.<\/p> Best for small to medium-sized businesses.<\/strong><\/p> 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.<\/p> HubSpot provides free CRM and marketing technologies. It provides features for Sales Managers, Salespeople, Marketers, Customer Service Teams, Operations Managers, and Business Owners.<\/p>Features:<\/h3>
#2. Pipedrive<\/h3>
Features:<\/h4>
#3. Salesforce<\/h3>
Features:<\/h4>
#4. Act! CRM<\/h3>
Features:<\/h4>
#5. Zoho CRM<\/h3>
Features:<\/h4>
#6. Zendesk<\/h3>
Features:<\/h4>
#7. Keap<\/h3>
Features:<\/h4>
#8. HubSpot<\/h3>
Features:<\/h4>