Client Management Software: Definition And Examples

Indeed Editorial Team

Updated 15 October 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Customer relationships are important for businesses through every stage of the sales process, from initial contact to product delivery. There are different computer programs that can help a business improve these processes. Learning about the software options for managing clients can help you understand why businesses might use them and how you might benefit from them.

In this article, we discuss what client management software is, outline its functions, explain some considerations, and share a list of software you might explore to improve sales processes and relationships.

What Is Client Management Software?

Client management software is a technology that companies use to collect, organise and handle customer data. These platforms offer tools to help you better manage different parts of the customer lifecycle, like generating leads. Businesses of every size might use client management software to streamline their processes and increase revenue.

Basic Functions For This Software

Client management computer programs can vary depending on the size of the company and its needs. Many of them also offer various levels of subscriptions, which means their costs can also vary. Some of the common functions you find in this software include:

  • Lead generation

  • Email campaign

  • Call scheduling

  • Service support

  • Contact management

  • Sales forecasting

  • Automation

  • Workflow management

Considerations When Choosing A CMS

As there are many options in the market, you might consider the following factors before choosing a client management computer program:

  • Budget: Each software offers different pricing options, so consider selecting one that suits your budget.

  • Features: Consider browsing each tool to see which features it offers to ensure it has what you need.

  • Integrations: You can check if the platform can easily connect to other systems and tools the company uses.

  • Usability: Some software options might only work on certain devices or be more complex than others.

Related: 18 Important Tips For Sales And Marketing Strategies

20 Computer Programs For Client Management

Here are 20 computer programs for client management to consider:

1. ActiveCampaign

Active Campaign gives businesses access to more than 500 pre-built automation services that combine email marketing, marketing automation and CRM. The company provides you with tools for every step in the customer journey. This includes reaching new customers, building relationships and converting potential consumers to customers.

Related: 12 Effective Sales Tools To Become A Better Salesperson

2. BenchmarkONE

BenchmarkONE is a CRM platform that helps you manage and utilise data. It collects all the data about customer insights and purchasing patterns in one location. This software focuses on improving email marketing and streamlining processes across teams.

3. Claritysoft

Claritysoft is a tool that allows you to generate and convert leads, automate sales and manage your unique projects. It also offers a service platform to help teams better handle any customer or technical issues. With unique interfaces, you can customise the dashboards for different departments based on the needs of different employees.

Related: What Is The Difference Between Sales And Marketing?

4. Daylite

Daylite is a tool focused on small business client management. This primarily works on Mac products and helps you increase sales, manage client information and oversee projects. It helps you record details about customers and products, with communication features and support software that allows you to respond quickly to customers.

5. Drip

Drip is an e-commerce CRM with advanced segmentation tools that allow you to add tags and labels to your contacts. Other features include contact management, personalisation, multichannel touchpoints and email marketing. This software focuses on improving your e-commerce capabilities with easy-to-use features.

Related: 13 Sales Communication Skills (Plus How To Develop Them)

6. Freshworks

Freshworks CRM is a software aimed at helping you increase revenue. It provides you with tools to understand more context about customers, streamline processes and identify your most promising leads. With artificial intelligence (AI)-insights and tools like chatbots, you can automate several processes to shorten the sales cycle for each transaction.

7. GreenRope

GreenRope is a tool that allows you to manage different clients with a focus on automation, sales pipelines and customer service. It has an easy-to-use interface and can help you manage customer data with integrations with other systems, such as payment processing platforms, video conferencing platforms, email and live chat features. It also offers a communication tool to help you better manage your relationships with existing and potential customers.

Related: What's The Difference Between Sales And Business Development?

8. HubSpot

HubSpot offers several tools for managing customers, marketing and sales projects for different organisations. You can get lead generation tools, payment management and data synchronisation. This platform also offers service tools with ticketing features to receive and respond to any issues quickly.

9. Insightly

Insightly is a tool you can use to build relationships and increase the company's revenue. With a single platform, teams across sales and marketing departments can use its unique features. You can also use their automated email templates and ideal schedules to help convert leads to customers for the organisation.

10. Lucrativ

Lucrativ, formerly Infusionsoft, helps small businesses organise their client information and complete daily tasks on one platform. Its automation capabilities allow you to focus on client relationships and grow a client base. Other features include segmentation, task management, email marketing and calendar syncing.

Related: Sales Manager Resume Skills: Definitions And Examples

11. Maximizer

Maximizer is a CRM that provides pipeline management, multichannel engagement, automation, artificial intelligence-powered sales assistance and gamification. It has a friendly competition feature that encourages positive team-building through leaderboards and rankings. This software also offers custom options for clients with unique sales and marketing needs.

12. Monday

Monday offers a customisable CRM that you can scale. Sales, marketing and customer support teams can all benefit from this software for their tasks and responsibilities. Maximizer's mobile abilities allow users to work in the system from any location.

13. Nimble

Nimble emphasises maximum security and customer privacy. This software is easy to use and integrates with other applications, customising your workflow and viewing data. It also is accessible from mobile devices, allowing you to access it wherever you may need it.

14. Oracle NetSuite

Oracle saves teams time so you can nurture important client relationships. There are integrations and automation available on the user-friendly platform and you have unlimited data storage and live support. Tools include contact management, pipeline management, sales automation, reporting and email tools.

15. Ontraport

Ontraport offers a CRM that lets you integrate with other parts of the organisation for a well-rounded process that benefits all users, including clients. You can combine accounting, warehousing, e-commerce, customer support and shipping to better understand a client's needs, orders and renewal opportunities and provide support when they need it. This software focuses on business growth, so it is useful to small or mid-size businesses.

16. Pipedrive

Pipedrive is a marketing automation system that provides built-in email marketing capabilities, landing pages and analytics tools. It also allows you to create targeted campaigns for certain clients. The platform is easy to use and designed for scale.

17. Quickbase

Quickbase is an easy-to-use, sales-focused platform that can accommodate teams of all sizes. It is cloud-based, so sales teams can access it from anywhere. You also have access to webinars, so you can use the software to fit your needs. Other features include task management, email marketing and document storage.

18. Ricochet360

With Ricochet360, you can use the autodial feature to call clients from the platform and save time. This allows you to improve and create relationships, discuss contracts or automate efficient processes. You can also run automated or custom campaigns that can help you increase sales or efficiency.

19. Skynamo

Skynamo is CMS that helps you scale and allows you organise and categorise important customer data, such as contact information or recent activities. It can integrate with several apps to improve your workflow. It is also very user-friendly, with easy-to-use dashboards.

20. Salesforce

Salesforce is one of the top CRM software in the market today. It includes features such as contact management, opportunity management, lead management, email integration, and sales forecasting.

Please note that none of the companies, institutions or organisations mentioned in this article are associated with Indeed.

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