Dealing with a lot of customers can be very hectic. You need client management software to maintain healthy relationships with your clients. Throughout this article, I ranked the best client management software with all their features for you to choose from.
Client management software and CRM (customer relationship management) software share many similarities. Utilizing client management software helps provide personalized marketing to your clients.
You can also read my article on the best customer experience software to get a better understanding of this dynamic.
All the tasks related to maintaining healthy relationships have been packed into client management software, therefore streamlining your business operations.
What is the Best Membership Site Platform?
1. Hubspot CRM
Hubspot CRM is a compact, all-in-one solution for your client management needs. It comes with much powerful integration and automation features to help streamline business operations.
This client management software comes with dedicated tools for marketing and sales operations. You can schedule marketing messages through the platform. In addition to that, sales features track the progress of your clients’ journeys.
- iOS and Android app
- Content templates
- Track marketing performance
- Universal inbox for the whole team
- Starter – $45 per month
- Professional – $800 per month
- Enterprise – $3600 per month
Hubspot CRM comes with an unlimited free plan which you can get here.
2. Zoho CRM
Zoho is another client management software that provides both sales and marketing solutions. With its omnichannel marketing, you can manage all your touchpoints on one platform.
Zia is Zoho’s sales AI. With Zia, you will be able to see sales forecasts based on the information it collects. You can adjust your plans to maximize performance through these forecasts.
You can also use Zoho to integrate into your already existing marketing channels. For example, you can integrate with Mailchimp to be able to manage all your emails on one platform.
- Sales forecasting
- Third-party marketing integration.
- Easy to use for beginners
- Task automation
- Standard – $14 per month
- Professional – $23 per month
- Enterprise- $40 per month
- Ultimate – $52 per month
You can start your free trial with Zoho CRM by clicking here.
Monday.com is a comprehensive solution for all your client management needs. On top of being just a CRM, it also comes with numerous sales task functionality. This client management software has settings based on the industry you are in.
Regarding marketing, Monday.com comes with templates optimized for you to gather and convert your leads. It comes with everything you would expect from a marketing perspective.
This client management software specializes in team workflow management. This means that your whole team will be up to date on client status, minimalizing any unnecessary repetition, thus streamlining your organization.
- Real-time notifications on client progress.
- Sales pipeline management
- Marketing and sales templates
- Follow-up on client journeys
- Basic – €8/seat/month
- Standard – €10/seat/month
- Professional – €16/seat/month
If you only need Monday.com for up to two users, then it is free.
Pipedrive focuses on sales management. It specializes in growing your sales levels through its sales management features. It comes with an AI sales assistant that takes all the recorded information and gives back numerous types of reports.
The AI sales assistant can give you recommendations on which strategies to follow based on past performance. This can be incredibly useful once you realize that you cannot keep track of all your dynamic variables.
Pipedrive still comes with all the marketing capabilities expected from a client management software. It comes with an intuitive feature that allows you to easily transition clients into different sales pipelines.
- AI sales assistant
- Extensive dashboard with all necessary KPIs
- Risk analysis
- Integrates with 300+ third-party apps
- Essential – $14.90/user/month
- Advanced – $24.90/user/month
- Professional – $49.90/user/month
- Enterprise – $99.00/user/month
All of Pipedrive’s plans come with a free trial.
What is Client Management Software?
If you are familiar with CRM (customer relationship management) software, then you already know what client management software is. They are both remarkably similar.
The purpose of client management software is to enable your business to manage individual relationships with your clients. This way, you will be able to create more personalized marketing experiences that convert better.
Client management software also comes with much sales functionality as well. Some sales features of client management software include sales forecasting, workflow management, and automation.
To reap the most benefit out of client management software, you need to choose the right one for you. Go through all the features I listed and decide which ones suit you best.
I recommend Hubspot CRM to be the best overall client management software as it has free options to get you started. It has everything you could need in client management software with the possibility to upgrade.