Client management software is essential for any business that wants to track customer interactions, communications, and sales data. This software allows you to keep all your client information in one place, making it easy to access as needed.
You can’t afford to neglect your clients, whether you’re a small business or a corporate giant. Client management skills are essential to maintaining healthy customer relationships by keeping them updated on the latest offerings.
There are several client management software programs available on the market. To save you time and money, we’ve compiled a list of the seven best ones currently available. We’ll also provide a complete buying guide to help you choose the right program for your business.
Our Top Picks for the Best Client Management Software
1. HubSpot CRM
Best Overall Client Management Software for Businesses
HubSpot CRM is a cloud-based software that offers sales and marketing operations features that make tracking your sales pipeline and customers’ contact information accessible.
It is excellent for any scaling business as it is designed to be simple and easy to use. HubSpot CRM integrates with many other software applications so that sales and marketing teams can work in one place.
It includes many features to help sales and marketing teams manage their work, including contact management, deal management, email tracking, task management, and reporting.
- Lead scoring: The software includes a lead scoring tool that helps you prioritize your leads.
- Marketing automation: The software consists of features to help you automate your marketing efforts, including email marketing, social media tracking, and lead nurturing.
- Sales automation: Hubspot CRM includes features to help you automate your marketing efforts, such as deal management and pipeline management.
- Quote management scoring: HubSpot CRM allows you to track the progress of leads through the sales pipeline and assign a score to help you determine their quality.
- Task management: The software includes a task management tool that helps you manage your sales and marketing operations.
- Integration: Hubspot CRM integrates with various third-party applications, such as Salesforce, Zapier, and Mailchimp.
- The basic CRM program is free.
- Notification of lead behaviors in real-time.
- Personalized email campaigns for both leads and returning clients.
- The cost of per-user plans can add up for small businesses.
- One email per contact only.
Hubspot CRM offers the following pricing plans:
- Free trial: No time limit
- Starter plan: $45 per 2 users/month ($540 billed annually)
- Professional plan: $450 per 5 users /month ($5400 billed annually)
- Enterprise plan : $1,200 per 10 users/month ($14,400 billed annually)
Best for Workflow Management
Redtail is a cloud-based customer relationship management (CRM) software designed specifically for financial advisors and insurance agents. It is incredibly user-friendly and easy to navigate. Even those with no prior experience with similar software will be able to learn how to use it quickly.
Redtail provides a wide range of features and tools that make managing clients and their information easy. Redtail constantly updates and adds new features, making it one of the market’s most innovative and dynamic client management software.
- Contact management: Redtail allows you to track and manage an unlimited number of contacts within the software. This includes their contact information, communication history, and notes.
- Financial planning: The software has a financial planning module that allows you to create and manage financial plans for your clients.
- Client portal: Redtail offers a secure client portal where you can share documents, calendars, and task lists.
- Portfolio rebalancing: The software has a tool that helps you keep your clients’ portfolios aligned with their investment goals.
- Reporting: Redtail offers a variety of pre-built reports and the ability to create custom reports.
- Integrations: The software integrates with several different systems, including Microsoft Outlook, QuickBooks, and Google Apps.
- Ideal for financial experts.
- Simple pricing structure.
- An interface that is simple and straightforward to use.
- Outstanding customer service.
- It is rudimentary to integrate tools from outside sources.
- Schedules cannot be made on a calendar.
- Possibly a more capable mobile application.
In place of a per-user pricing structure, Redtail CRM uses a per-database structure.
- Free trial: 30 days
- 15 database users: $99 per month
Best for simplicity
Pipedrive is a CRM software that allows users to track their sales pipeline and client relationships. The web-based software is accessible from anywhere with an internet connection.
It also offers a mobile app for users who need to access their account while on the go. The software integrates with several third-party applications, making it easy to use in conjunction with other business tools.
Pipedrive is a powerful and user-friendly CRM solution that can help small businesses streamline their sales process.
- Sales pipeline: The software helps you track your sales pipeline and visualize your progress toward closing deals.
- Deal management: The software allows you to track your contracts through the sales pipeline and get notifications when they reach a particular stage.
- Email integration: Pipedrive integrates with your email account, so you can track your emails and set up email templates. Which makes it easy to add new leads and contacts.
- Contact management: Pipedrive lets you track contact information, notes, and communication history.
- Reporting: The software generates various reports, including activity reports, sales pipeline reports, and forecast reports.
- Integration: Pipedrive also integrates with various third-party applications, such as Zapier, Google Sheets, and Salesforce.
Pipedrive offers the following pricing plans:
- Free trial: 14 days
- Essential plan: $9 per user per month ( billed annually)
- Advanced plan: $19 per user per month ( billed annually)
- Professional plan: $39 per user per month ( billed annually)
- Enterprise plan: $59 per user per month ( billed annually)
- Low-cost paid plans
- Sales assistant driven by machine intelligence for all plans
- Complete customisation with API access
- Automated workflows for the majority of plans
- High-plan plans provide an autofill capability for contact information.
- On most plans, there is an integrated phone feature.
- For most plans, there are only a few custom fields and reports
- Only the Enterprise plan receives telephone help.
Best Integrated Software
Salesforce is a cloud-based software that enables sales and marketing teams to collaborate and manage customer relationships. It provides a central place for all customer data, making tracking and managing interactions easy.
Salesforce also offers a range of features to help sales teams manage their leads, deals, and pipeline. In addition, Salesforce provides built-in tools for reporting and analytics so that teams can track their performance and progress over time.
Overall, Salesforce is a powerful tool that can help sales teams boost their productivity and close more deals.
- Contact management: Salesforce helps you track all your leads and customers in one place.
- Opportunity management: This software enables you to manage your sales pipeline and deals.
- Lead management: Salesforce makes it easy to capture and track your leads
- Email integration: The software integrates with your email account, making it easy to track customer interactions
- Reporting and analytics: Salesforce provides built-in tools for reporting and analytics, so you can track your team’s performance.
- Sale forecasting: The software includes features that help you predict your sales for the feature.
Salesforce offers the following pricing plans:
- Free trial: 14 days
- Essential plan: $25 per user per month ( billed annually)
- Professional plan: $75 per user per month ( billed annually)
- Enterprise plan: $150 per user per month ( billed annually)
- Unlimited plan: $300 per user per month ( billed annually)
- Numerous choices for customization.
- Incisive reporting.
- Integrations with different systems such as Mailchimp, Slack, DocuSign, Pardot and Symphonic Source, Inc.
- It is costly.
- It is complex.
Best for Project Management
Insightly is a CRM software that offers sales and marketing automation features. It allows users to link relationships, route leads, and automate workflows, making it an essential tool for sales teams.
One of the best things about Insightly is that it is easy to use and provides a lot of flexibility in configuring settings. It offers a rapid time-to-value
Additionally, the software integrates easily with AppConnect, enabling users to connect their Insightly account with other business applications.
- Relationship linking: Insightly easily connects relationships between contacts, organizations, projects, and opportunities.
- Lead routing: Insightly ‘s lead routing feature ensures that leads are distributed evenly among sales reps.
- Workflow automation: This software automates repetitive tasks with Insightly’s workflow automation feature.
Insightly offers the following pricing plans:
- Free trial: 14 days
- Plus plan: $29 per user per month ( billed annually)
- Professional plan: $49 per user per month ( billed annually)
- Enterprise plan: $99 per user per month ( billed annually)
- Delivery and project management.
- Management of leads.
- Keep track of achievements.
- In the Plus plan, there is no lead routing or assignment.
- With Professional or Enterprise plans, you can only schedule outgoing emails.
Best for Lead Management
Freshsales is a CRM software that helps you manage your sales pipeline and score leads with the help of AI-powered insights. It is designed to help businesses close more deals and accelerate sales growth.
Freshsales provides a 360-degree view of each contact, which helps sales representatives identify relevant information about leads and customers.
Freshsales is one of the few CRMs that offers built-in phone and email capabilities so that businesses can communicate with leads and customers directly from the CRM. This saves time and prevents data entry errors.
- Sales report: Freshsales provides sales representatives with insights into their performance with the help of a robust sales report.
- Deal Management: This software easily tracks deals and manages the sales pipeline.
- Email Integration: Freshsales streamline email communication among sales teams, execute successful outbound marketing initiatives, and boost sales performance.
- Chat campaigns: It enhances customer experiences by increasing website visitor interaction, converting leads more quickly, and offering prompt help.
- Sales sequence: It improves conversions by allowing salespeople to interact with prospects and customers through a succession of automated, individualized touchpoints.
Freshsales offers the following pricing plans:
- Free trial: 21 days
- Free plan: $0 per user per month ( billed monthly)
- Growth plan: $18 per user per month ( billed monthly)
- Pro plan: $47 per user per month ( billed monthly)
- Enterprise plan: $83 per user per month ( billed monthly)
- Provides an unlimited free plan.
- Management of deals
- It provides one of the longest trials accessible for free
- Maximum file storage
- On the Free plan, call masking is not offered.
- Warm transfers are not accessible on the Growth or Free programs.
7. Zoho CRM
Best for Sales Workflows
Zoho CRM is a web-based application with a wide range of features that helps sales teams keep track of their opportunities, deals, and contacts.
Client management software enables businesses of all sizes and industries to manage their sales effectively and develop deep relationships with their clients.
It also includes marketing campaigns, customer support, and project management tools. In addition, Zoho CRM integrates with several other Zoho applications and third-party apps, making it a powerful and versatile platform.
- Sales automation: Zoho CRM automates sales-related tasks so sales representatives can focus on their core responsibilities.
- Predictive sales: The software uses artificial intelligence to identify potential sales opportunities and help sales representatives optimize their strategies.
- Multichannel communication: Zoho CRM provides a platform for sales representatives to connect with customers through various channels, including email, phone, chat, and social media.
- Sales management: The software visually represents the sales pipeline so businesses can track progress and close more deals.
Zoho CRM offers the following pricing plans:
- Free trial: 15 days
- Standard plan: $12 per user per month ( billed annually)
- Professional plan: $20 per user per month ( billed annually)
- Enterprise plan: $35 per user per month ( billed annually
- Ultimate plan: $45 per user per month ( billed annually)
- A free plan is available
- Zero contracts
- Improved user interface
- Only Zoho apps are available in the free plan; there are no third-party connections.
- Premium and enterprise support are payable.
Client management software is a tool that sales teams use to manage customer relationships. It provides a central place for all customer data, making tracking and managing interactions easy.
Follow these five steps if you wish to add a client management system to your business:
1. Explain your procedure in full.
2. Examine each stage of your procedure.
3. Describe your customer management strategy.
4. Your client management system should be created.
5. Alternatively, automate.
Small businesses should use CRM to keep track of their leads and customers in one place. CRM can also help small businesses measure their team’s performance and close more deals.
CRM stands for customer relationship management, while CMS stands for client management software. Both are tools that sales teams use to manage their customer relationships and organize and track client data. Client management software is typically used to manage projects, invoice clients, and track client payments. While customer relationship management (CRM) software is used to manage customer relationships, sales, and marketing.
Client management software is unquestionably a critical component of the tech stacks of both sales and customer service teams. It is essential for businesses that want to maintain long-term relationships with their clients.
Our top pick is HubSpot CRM which is easy to use and packed with essential sales features. It integrates with a wide range of other software, making it a great choice for businesses that are already using other HubSpot products.
Insightly is another great option, as it offers a variety of features that can help you automate your workflows, such as task automation and customizable templates. Small businesses can benefit greatly from using ZohoCRM.
Pipedrive is also a great option that offers a user-friendly interface and helps businesses manage their sales pipeline and stay organized. However, your unique requirements and preferences will determine which client management software is best for your business.