Client management software allows salespeople to access lead and client information from anywhere in the company. They could also help with content generation for marketing campaigns and reaching out to prospects through the appropriate channels.
Because the features required are quite similar, many CRM platforms also serve as client management software.
Client management solutions, when implemented correctly, can yield a 45 percent return on investment for every dollar spent. As a result, I’ll walk you through the top client management systems available, their features, and pricing options.
Let’s have a look at my top picks for client management software.
What is the Best Client Management Software?
Here are my top picks for the best client management software on the market.
- Monday.com
Best Overall Content Management
Monday.com is a customer relationship management (CRM) platform that enables businesses of all sizes organize and track their workflow. It also aids in the tracking of the team’s overall sales performance and productivity.
This software has three templates: sales CRM, partner management, and customer relationship management. You can select one based on your industry and purpose. It serves as a one-stop shop for managing leads, customer connections, and sales activities.
In addition to lead management, the platform enables users to design forms for use on the website. The submissions will be sent immediately to your Monday.com board, where it will save the contact information and meeting schedules for that specific client.
The Kanban technique is used in the sale template to assist users see how many prospects they have and where they are in the sales process. In addition, the deadline management tool aids in task management.
Features:
- -Client board enables clients to view project roadmap
- -File and communication sharing
- -Message tracking
- -Supports note attachments
- -Facilitates moving clients between different pipelines
Pricing:
Monday CRM offers a free subscription (for two seats) that includes basic functionality such as task management. However, depending on the size of your team, you can choose from the following paid options, which are priced per-seat.
1. Basic Plan at $8 seat per month
- $24 per month billed annually
- Five GB of storage
- One board per dashboard
- Customizable notifications
2. Standard Plan at $10 seat per month
- $30 per month billed annually
- 20 GB of storage
- Five boards per dashboard
- Zoom integration
3. Pro Plan at $16 seat per month
- $48 per month billed annually
- 100 GB of storage
- Up to 20 boards per dashboard
- Time tracking
4. Enterprise Plan
- 1,000 GB storage space
- 50 boards per dashboard
- Safe lockdown mode
2. Pipedrive
Best for Sales Assistance
Pipedrive is a client management system that includes an AI assistant named “Zia” for complete salesforce management. Other useful features include a chatbox, web forms, and workflow automation to help with repeating tasks.
The platform provides a user-friendly interface that allows users to get up and running quickly. All members will receive personalized work automation suggestions as a result of the sales assistance.
It can also aid in rapid risk detection by assessing previous performance to help reps understand where they need to improve. Similarly, the assistant uses algorithms to recognize actions that can be executed automatically.
Pipedrive focuses on improving the current sales-boosting actions. You may keep an eye on the sales pipeline at all times and prioritize your operations accordingly.
Users can give the various stages of the sales pipeline names, fill them with deals, and drag and drop them to the “won” status to signal the end of the sales process.
Features:
The AI sales assistant tracks the sales funnel in real time, assisting your team in achieving seamless sales conversions. Its efficient analytical algorithms and automation ideas help users manage their time more effectively, allowing them to focus on more important duties.
Here are some of the best features:
- -Suitable for freelancers and small businesses
- -Helps connect customers across different channels
- -Customizable dashboards
- -Enables comparing performance reports
- -Internal chat and mobile app
Pricing:
Users can choose from four per-user-based subscription plans, which are backed by 24×7 chat and email support.
1. Essential Plan at $15 per month
- $12.50 billed annually
- Easy pipeline organization and follow up
2. Advanced Plan at $29 per month
- $24.90 billed annually
- Automation and tracking of tasks
3. Professional Plan at $59 per month
- $49.90 billed annually
- Collaboration and communication features
4. Enterprise Plan at $99 per month (annually)
- Requires a minimum of ten users
- Customized onboarding
Apart from the Enterprise Plan, the other three plans have a 14-day free trial, which offers full access to the features.
The LeadBooster add-on is available with each of the above-mentioned programs and costs $32.50 per firm per month invoiced annually. It’s a lead-generation tool with four different integration options.
Similarly, the Web Visitors add-on helps track engagement analytics and costs $41 per month per company, billed annually.
3. Hubspot CRM
Best for Platform Integration
Hubspot CRM offers a wide range of capabilities that can be utilized by marketing, sales, and customer care departments. It’s a powerful all-in-one platform that can compete with the most expensive CRMs.
This software’s straightforward user interface is a big plus for free version customers who don’t have access to tech help right away. It lacks customer support, however an extensive online tutorial compensates for this.
Users can utilize the marketing tools to automate marketing by creating landing sites, web forms, emails, and social media (sm) content.
They can also drag and drop marketing content to organize and schedule it. This CRM software’s multi-purpose functionality makes project management and marketing campaigns a breeze.
Other associated systems, such as Gmail, Microsoft Office365, and G-Suite, can be integrated with Hubspot to give your staff simple access to all client information. Email marketing material can be created and scheduled using specific email templates.
It can save up to 100,000 contacts (even on the free version) with no expiration or time limit, regardless of the size of the team. However, if you want more features, you can simply upgrade to a paid subscription.
Features:
Hubspot has a free version that is equally capable and appropriate for small organizations or teams.
Invoice templates, SEO advice, and digital signature generators are just a few of the features that help automate the process. Similarly, the integration tools aid in the organization of client data and contact management.
Here are some other features found on the platform:
- -Dedicated hubs for marketing, sales, and customer service,
- -Content templates and tracking
- -Saves up to one million contacts
- -Lead tracking
- -Live chat for clients
Pricing:
If you’re interested in using the subscription plans to gain access to more advanced CRM tools, I’ve included a list of them below. These costs are for the marketing plan; subscriptions for other plans, such as sales, operations, and CMS, will be different.
1. Starter Plan starts at $45 per month
- $540 per year
- Starts at 1,000 contacts
- Supports landing page creation
- Live chat feature
2. Professional Plan starts at $800 per month
- $9,600 per year
- Multi-language content
- Personalized engagement
- ABM tools and task automation
3. Enterprise Plan starts at $3,200 per month
- $38,400 per year
- Starts at 10,000 contacts
- Team hierarchy specification
- Lead prediction
4. Zoho CRM
Best for Small StartUps
Sales forecasting, management, automation, and multichannel client communication are all handled by Zoho CRM. It aids in the centralization of existing client data as well as the generation of new leads with similar efficiency.
Phone, web forms, email, live chat, and social media interactions are among the several communication channels available. They also enable the team to assess the effectiveness of communication by allowing reps to determine the best channel and time to contact leads.
Another benefit is the ability to integrate corporate applications, which aids multi-communication channel operation. It contains many channels for client-preferred communication, such as Mail Chimp, Whatsapp, Facebook, Dropbox, and others.
The user-friendly platform is ideal for newcomers, and the overall utility is appropriate for small to medium-sized organizations. There’s a step-by-step guide that walks you through the installation process, eliminating the need for technical assistance.
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Features:
The flexibility on offer satisfies a variety of corporate requirements. It comes with a number of free addons that can be used to boost sales and productivity without requiring any coding. A smooth user experience is completed with the video tutorial and mobile applications.
These are some of its significant features:
- -Real-time notifications for customer engagement
- -Measures communication efficiency
- -Task automation
- -Workflow management
- -Contact management
Pricing:
Starting with a free, flexible trial, users can choose from four subscription plans. Plus, they can cancel or switch existing plans at any time.
1. Standard Plan at $14/month per user
- Billed annually
- Custom dashboards
- Multiple sales pipelines
2. Professional Plan at $23/month per user
- Billed annually
- Validation rules
- Inventory management
3. Enterprise Plan at $40/month per user
- Billed annually
- AI assistant
- Command Center
4. Ultimate Plan at $52/month per user
- Billed annually
- Advanced AI analytics
- 30-day trial
5. Freshworks CRM
Best for Client Communication
Freshworks CRM (previously Freshsales) helps salespeople manage their pipelines by combining AI-driven performance insights, lead generation, and built-in phone and email communication.
Users may track leads’ touchpoints, such as their social media accounts and websites, with this 360-degree software solution. The platform saves the contact information, removing the need for human data entry.
Users can prioritize following up with prospects with relevant data using the lead scoring capability.
For better operational administration, you can also categorize your sales personnel according to their various areas. The teams can track success in real time thanks to capabilities like revenue analysis, in-depth sales reports, and report customization.
Deal status tracking and visual insights into lead management are among the aspects of the pipeline management. Users can also track project activities using the CRM’s mobile applications at any time.
Other aspects that contribute to successful sales conversion include website tracking, task timetable management, and lead segmentation (depending on behavior). The auto profile enrichment function creates a database of social media profiles and photographs for your leads.
Features:
Users can purchase and allocate several local or toll-free phone lines (accessible within the software) to team members. Its marketing automation capabilities are also enhanced by the two-way email synchronization and tracking features.
These are some of the benefits that Freshworks offer:
- -Seamless data transfer from other CRM
- -Follow-up prioritization
- -In-built calling and email
- -2-way email syncing
- -Android and iOS apps
Pricing:
Freshworks CRM has three paid subscription (per users basis) plans and one free plan.
1. Growth Plan at $18 per month
- $15 per month billed annually
- Automated tasks
2. Pro Plan at $47 per month
- $39 per month billed annually
- Multiple salesforce management
3. Enterprise Plan at $83 per month
- $69 per month billed annually
- Advanced control
6. Engage Bay
Best for Affordable All-In-One Marketing
Engage Bay combines sales, marketing, and customer service into a single platform. Many people regard it as a viable alternative to more costly corporate solutions. It allows you to automate critical business procedures and routines, allowing you to focus on running and growing your company. Modules for email marketing, CRM, sales, live chat, and marketing automation are among the features. All of this is housed on a dashboard with an easy-to-use interface.
EngageBay is a web-based platform. It is available in several versions for businesses with various budgets as an alternative to more expensive solutions. It has a free plan that comes with a good number of features. The sole restriction is that you can only have 1000 contacts and 1000 branded emails at any given time. More features and 15,000 contacts with 10,000 branded emails are included in the Basic Plan.
Features:
Engagebay is simple to use and offers an intuitive design. It is not necessary to have any prior marketing experience to use this platform. There are several features that Engagebay offers that you may not need. The company’s main goal, however, is to provide a solution to any difficulty that its customers may encounter.
- -Sales and Marketing Automation
- -Autoresponders
- -Double opt-in
- -Segmentation
- -GDPR Compliant
- -Contact Management
- -Facebook Ads
- -Analytics
- -Ticketing Management
- -Triggers
- -Email templates
- -A/B Testing
- -Email sequences
- -Automation
- -Pipeline Management
Pricing
Engage Bay offers monthly, yearly and biennial pricing options. All of which lean towards pretty affordable no matter what size your business is. Also take into consideration what services you may need as you can also opt out of the all-in-one option in favor of a particular need such as marketing or the CRM & sales bay features of the software.
- Free at $0 a month
- Basic at $14.99 per user/month
- Growth at $49.99 per user/month
- Pro at $99.99 per user/month
What Is Client Management Software?
A client management software (also known as CRM software) is a program that assists business owners in establishing and maintaining individual client relationships. It becomes a single point of reference for the teams to get critical customer data.
Other technologies that aid overall project management, client communication, task automation, and tracking of the many stages of the purchasing process may be included in the platform.
Wrap Up.
If you want to improve sales conversion and maintain sustainable client relations, then pick an option from the list below:
- Monday CRM: Best For CRM
- Pipedrive: Best For Sales Assistance
- Freshworks CRM: Best For Client Communication
- Hubspot CRM: Best For Platform Integration
- Zoho CRM: Best For Small To Medium Businesses
- Engage Bay: Best for Affordable All-In-One Marketing