The 14 Best Client Management Software and Apps of 2022

Updated on October 19, 2022  |  Software Reviews 

If you’re looking for a way to manage your clients more effectively, you’re in luck. There are plenty of great client management software and apps available today.

Pipedrive Logo

Pipedrive

Pipedrive provides a sales assistant powered by AI. You can also follow who is doing what at any given time and observe every step of the sale process.

monday.com Icon

Monday.com

Monday.com's collaboration platform enables teams to remain on top of important activities. Businesses may manage their sales pipeline with the aid of this user-friendly tool.

Act! CRM Icon

Act! CRM

Act! CRM software aids companies in automating their sales procedure. It offers marketing and sales solutions that make it simpler to target clients and boost sales.

Salesforce Icon

Salesforce

Salesforce is a complete platform for customer management. Users may effortlessly manage and keep an eye on their sales pipeline thanks to its many features and capabilities.

In this blog post, we’ll take a look at 14 of the best options out there. We’ll discuss features, prices, and more, so you can decide which one is right for you. Let’s get started!

What is the 14 Best Client Management Software?

Pipedrive Logo

Pipedrive is a CRM software designed for small businesses. It offers many features to help manage and track leads and deals. Pipeline management is one of the main features provided by this software, along with web forms, chatbots, workflow automation, and AI-powered sales assistance.

This CRM software is designed to make it easy for sales professionals to do their work, and it integrates natively with many other apps to expand its functionality. The software is available on mobile apps for both iOS and Android. The pricing is fair, and the plans are tailored to meet the needs of different users.

Nick's Take

I like that Pipedrive offers an AI-powered sales assistant to help you manage your clients’ pipelines more effectively. You can also see all the stages of the sale process and track who is doing what at any given time.

Features:

  1. Scheduler
  2. Email Templates
  3. Logging Leads
  4. Workflow Automation
  5. Revenue Projection
  6. Smart Contact Data
  7. Track Communication
  8. Customizable Reports
  9. Visual Pipeline of Sales Stages
  10. AI-powered sales assistant
  11. Custom Columns and Filters
  12. Contact management features
  13. Timeline of contact activity history
Pipedrive Features

Pros:

  • The AI assistant provides personalized tips and automation recommendations to your sales reps.
  • It offers an easy-to-navigate interface that simplifies finding what you’re looking for.
  • The system keeps track of all the files, folders, and tags associated with your projects, so you know exactly where they are at all times.

Cons:

  • Pipedrive’s design focuses on simplicity, making it less appealing to users looking for more complex options.
  • The lead scoring and tracking tools are limited, making it difficult to generate more sales opportunities.
  • Although the mobile app has a lot of promise, it frequently freezes or is not stable. More work must be done on it before it can be considered perfect.

Pricing

Essential Plan – $12.50 per user/month

Advanced Plan – $24.90 per user/month

Professional Plan – $49.90 per user/month

Enterprise Plan – $74.90 per user/month

Monday.com Logo

Monday.com is a collaboration platform that helps teams stay on top of essential tasks by allowing them to view and compare tasks collaboratively. The app is easy to use and can help businesses manage their sales pipeline.

The software offers a range of features to help businesses manage data, track progress, and analyze marketing goals. Monday.com provides helpful videos to help first-time users get started and explains different uses for the site in more detail. Manage your contacts, client records, documents, and tasks in one platform.

Nick's Take

What I think is great about this collaboration platform is that it offers easy-to-use automation features that allow your team to focus on more important tasks. With Monday.com, you can easily manage your data and stay on top of the progress of your sales pipelines.

Features:

  1. Sales pipeline management
  2. Marketing operations management
  3. Lead management
  4. Tracking Interaction
  5. Activity of Team
  6. Analytics and Reporting
  7. Dashboard and Automation
  8. Mobile app
  9. Centralized data review
  10. Contact management software
  11. Sales and CRM templates
Monday.com Features

Pros:

  • Designed similarly to collaborative spreadsheets and boards, Monday.com is easy to learn and set up, making it a quick integration into your business.
  • The automation features let sales and customer service teams focus on using their skills in the most valuable ways instead of spending their time on basic tasks.
  • The Kanban view allows you to manage your leads easier and analyze them based on various metrics.

Cons:

  • There are no easy ways to produce reports you can send to clients or track email correspondence within Monday.com.
  • The data is centralized and difficult to access if you need to change or add information.
  • The contact management software is limited and does not provide full context about a contact, such as activities, deals, tasks, and documents.

Pricing

Basic Plan – $12.50 per seat/month

Standard Plan – $17 per seat/month

Pro Plan – $30 per seat/month

Enterprise Plan – Contact Monday.com for custom pricing

Act! CRM Logo

Act! CRM is software that helps businesses automate their sales process. It provides tools for marketing and sales that make it easier to target customers and generate more sales.

This all-in-one CRM and Marketing Automation solution help businesses close opportunities faster and more often, making them feel like the company’s best customers.

Act!’s customer management features make it possible to keep every customer happy and satisfied while reducing the time you have to spend on non-critical tasks.

Nick's Take

Act! CRM offers a wide range of features that allows small businesses to manage their customers better, increase sales, and reduce workload. I think this software is perfect for any business that is looking for features like self-managed security, customer relationship management, powerful sales force automation, contact, and account management.

Features:

  1. Act! Connect
  2. Unlimited customizations
  3. Opportunity management
  4. Sales pipeline management
  5. Manage targets and sales teams
  6. Manage sales leads from start to finish
  7. Territory management
  8. Interactive Dashboards and Reports
  9. Customer relationship management
  10. Powerful sales force automation
  11. Contact and account management
  12. Calendar & activity tracking
  13. Sales process automation
Act! CRM Features

Pros:

  • You can easily add companies, groups, and contacts to your record without ever having to leave the program.
  • You can access your data offline or online, self-manage security, and have complete control over updates.
  • The platform is easy to use and user-friendly, making it perfect for beginner users and experienced professionals.

Cons:

  • The UI of Act! CRM is outdated and not modern, which may be difficult to use for some users.
  • Some features in Act! CRM is incomplete and not fully integrated.
  • There are only a few subscription options, and they all have recurring fees.

Pricing

Act! Premium Desktop – $37. 50 per user/month

Act! Premium Cloud – $30 per user/month

Salesforce Logo

Salesforce is a comprehensive, customer-tracking platform essential for small businesses. It has a wide range of features and capabilities that allow users to easily manage and monitor their sales pipeline.

It’s Einstein Analytics features deliver business insights that are infused within business processes – making them secure and scalable for the world’s more demanding businesses.

The platform can be connected to data from any source, making it customizable to your needs and giving you a complete understanding of your data.

It has many features, including support for CRM3, real-time collaboration, communication automation, and data management. It also integrates with many third-party applications to provide extra functionality.

Nick's Take

Salesforce has been essential for the Sales and Marketing team to track, manage and analyze the sales pipeline. I like that this platform constantly updates the latest changes, ensuring your business remains current and competitive.

Features:

  1. Follow-up workflows
  2. Quote Management
  3. Einstein Analytics
  4. Lead Management
  5. Mobile Application
  6. Account & Contact Management
  7. Workflow Rules & Automation
  8. Sales Opportunity Management
  9. Pipeline & Forecast Management
  10. Customizable Reports & Dashboards
Salesforce Features

Pros:

  • Use pre-built templates or build your custom dashboards using the platform’s powerful drag-and-drop features.
  • With a whole suite of client management tools at their fingertips, your team can see client information at a glance and increase their productivity from any location.
  • Salesforce is versatile, with a strong focus on customer relationships and sales processes. It integrates well with other services and has an extensive API for customizing its functionality.

Cons:

  • It can be difficult to keep up to date with updates, as there are frequent changes to the software (for example, in the area of 3rd party integrations). This can be frustrating for users keen to maximize their use of Salesforce’s features.
  • It is not well suited for complex business processes or data handling tasks that require security precautions (for example, dealing with confidential or critical data).

Pricing

Essentials Plan – $25 per user/month

Professional Plan – $75 per user/month

Enterprise Plan – $150 per user/month

Unlimited Plan -$300 per user/month

Zendesk

Zendesk Logo

Zendesk is a customer data management software that offers a complete CRM and customer database management system. It promises to eliminate information silos and boost efficiency by providing customized reports and analytics that give insights into your customer base’s health.

Gone are the days of wading through outdated spreadsheets or trying to decipher unintelligible call logs. With Zendesk, all of this data is at your fingertips—and so are the insights that will help you improve your business performance immediately.

It is a powerful CRM that can build leads, automate outreach, boost productivity, and close more deals. Its reach feature allows you to track contact information and engagement data.

Nick's Take

I love that Zendesk Reporting and Analytics is designed to give you insights into the health of your customer base so you can make informed decisions about how best to serve them. From sales prospecting to contact and deal management, Zendesk has everything you need to manage your customers more effectively.

Features:

  1. CRM mobile app
  2. Out-of-the-box integrations
  3. Contact and deal management
  4. Centralized platform
  5. Automation and email tracking
  6. Activity analytics and reporting
  7. Customizable sales dashboard
Zendesk Features

Pros:

  • Sales automation tools like Reach let you build targeted prospect lists based on specific variables, such as industry, company size, or role, by using automated workflows for outreach tasks like post-meeting follow-ups.
  • Call records and logs make it easy to track outgoing and incoming calls and reference them within the context of the appropriate lead, contact, or deal.
  • Zendesk provides support for sales and marketing teams by providing live chat, email support, and detailed guides and tutorials on their website.

Cons:

  • The base of the Zendesk dashboard is cluttered with updates, making it difficult to see a quick overview.
  • It was difficult to sync contacts with the system and its plugins, causing a mess in contacts later on.

Pricing

Suite Team Plan – $49 per user/month

Suite Growth Plan – $79 per user/month

Suite Professional Plan – $99 per user/month

Suite Enterprise Plan -$150 per user/month

Zoho CRM

Zoho Logo

Zoho CRM is a cloud-based customer relationship management system that helps businesses streamline their sales, marketing, and customer support efforts. Zoho CRM includes many features that enable companies to track their customer data, cultivate leads, close deals, and provide excellent customer service.

It is integrated with various third-party applications, making it a versatile tool that can be customized to fit the specific needs of any business. Whether you’re looking for a simple solution to manage your customer data or a comprehensive CRM system to power your entire sales and marketing operations, Zoho CRM is worth considering.

Nick's Take

Zoho CRM has many integrations, including Google Ads, Mailchimp, DocuSign, and more. What I think is great about this web-based platform is that it offers a wide range of customization options to suit businesses of all sizes. It boasts an extensive list of integrations with over 40 Zoho products.

Features:

  1. Mobile app
  2. Live analytics
  3. AI-driven
  4. Sales Enablement
  5. Sales Force Automation
  6. Canvas Design Studio
  7. Process Management
  8. Journey Orchestration
  9. Access Controls/Permissions
  10. Activity Dashboard, Management, and Tracking
Zoho Features

Pros:

  • The price is very reasonable compared to other CRM platforms, making it an ideal option for small businesses starting with CRM software.
  • The platform can be customized to suit industries of all types and sizes without any need for coding or technical know-how.

Cons:

  • Not all industries can use the web-based platform’s customizability and features, which may limit its usefulness for some businesses.
  • You will need to spend money on additional features to customize the software to your needs.

Pricing

Basic Plan – $49 per month

Standard Plan – $99 per month

Professional Plan – $249 per month

Enterprise Plan – Contact Zoho for custom pricing

Bonsai

Bonsai Logo

Bonsai is a cloud-based platform that helps businesses manage projects, track development time, and generate payment invoices. The software is great for project organization and collaboration.

The platform offers a range of features, such as billing and accounting, reporting, and questionnaires. It helps you protect your business with fully customizable contract templates.

With its easy-to-use interface and intuitive project management tools, Bonsai makes managing clients and projects a breeze.

Nick's Take

Bonsai is perfect for small to large businesses and offers invoicing, proposals, contracts, accounting, forms & automation, and client CRM. I love that you can easily set up Bonsai alongside your collaborators via a centralized dashboard.

Features:

  1. Invoices
  2. Track time
  3. Client CRM
  4. Assign tasks
  5. Forms & Automations
  6. Track client information
  7. Send invites to collaborators
  8. Create client-winning proposals
  9. Fully-customizable contract templates
  10. Add documents, payments, and tasks to projects
Bonsai Features

Pros:

  • Using Bonsai is relatively low compared to some of the more expensive options today.
  • Bonsai allows you to add leads and information about existing clients, making it easier to keep track of every interaction you have with them.
  • You can collaborate on a project alongside your collaborators via a centralized dashboard.
  • Manage leads and clients by creating a lead database, assigning project contacts, organizing tasks, syncing with Outlook or Gmail, and more.

Cons:

  • The time tracking and billing system are not as efficient as some other platforms, such as TimeSheet or BillingCloud.
  • The payment processing times shown on Bonsai’s website were misleading; receiving payments took longer than expected.
  • The interface did not look exactly like what was advertised in the FAQ or payment email confirmation.

Pricing

Starter Plan – $24 per month

Standard Plan – $39 per month

Professional Plan – $79 per month

Keap

Keap Logo

Keap is a client management software that helps businesses build and secure their IoT products quickly and easily. Keap’s open-source codebase makes verifying your devices’ security easy.

It supports regulatory compliance by encrypting data at rest and keeping logs up to date. It provides various tools to help you manage your leads, including the ability to send automated emails, outbound emails, and landing pages/forms.

Nick's Take

Keap is easy to use and integrates with your current sales CRM, making it a great solution for lead follow-up. I love that you can easily build marketing campaigns that target specific demographics or interests while also tracking whether or not those campaigns are successful.

Features:

  1. Basic Reporting
  2. Emails Sending
  3. Dynamic Content
  4. Mobile Optimized
  5. Outbound Emails
  6. Segmentation
  7. Lead Nurturing
  8. Automated Alerts
  9. Manage Email Deliverability
  10. Building and Personalizing
  11. Automated Email Responses
  12. Landing Pages and Forms
  13. Marketing Lead Database
  14. Sales pipeline & analysis
  15. Quotes, invoices & payments
  16. Data Quality Management
  17. CRM Lead Integration
Keap Features

Pros:

  • It allows you to customize the scheduling page to be more professional, which makes it easy for you to distinguish your services and differentiate them from those of your competitors.
  • With Keap, you can create a system that will help you automatically follow up with leads at the right time and in the right way.

Cons:

  • Some features of the app are too complicated for what they do, leading to frustration on the part of users.
  • It doesn’t have a lot of widgets, which may be limiting for some users.

Pricing:

Pro Plan – $129 per month

Standard Plan – $199 per month

vCita

vCita Logo

vCita is a client management software that helps businesses save time by providing tools for scheduling, billing, invoicing, lead management, and marketing campaigns. The vCita app also allows companies to take online payments and track the status of payments in real-time.

You can see your client’s history for appointments, payments, invoices, documents, and conversations. This can help you make better decisions when dealing with these important individuals. Send action-driving email campaigns and SMS marketing that will get the attention of your target audience and drive conversions.

Nick's Take

vCita is a powerful all-in-one app designed to help you manage your business and schedule, interact with your clients better, and save valuable time. I love that it contains the functionalities to help you collaborate with your team – whether through sharing files or collaborating on projects.

Features:

  1. Client management
  2. Payment collection
  3. Marketing Nurture
  4. Secure client portal
  5. Scheduling and calendar
  6. Online lead-capturing widget
  7. Email & SMS marketing campaigns
  8. Customized billing & invoicing workflows
vCita Features

Pros:

  • The vCita mobile app lets you take the business on the go and amazes clients with immediate responses – even after business hours – manages team schedules while out of the office, and so much more.
  • It offers marketing features that include nurturing leads & engaging customers with easy campaigns such as email marketing, social media marketing, and lead-generation ads.
  • You can add vCita to your website, email, and social media – get double the bookings in half the time. Capture new leads with a customizable widget on your website, allowing you to reach out to potential customers in an easy way.

Cons:

  • The mobile app is limited in functionality and does not have many features compared to other apps available on the market.
  • The online scheduling system is difficult to use because it requires you to manually enter a lot of information instead of using filters or smart search options, as other platforms do.

Pricing:

Essentials Plan – $19 per month

Business Plan – $45 per month

Platinum Plan – $75 per month

HubSpot

HubSpot Logo

HubSpot is a CRM platform that offers free and paid tools. The software has many features: email marketing, lead and pipeline management, social media tools, marketing analytics, contact segmentation, ticketing, and live chat for support teams.

The software is easy to use and has a lot of integrations. It is suitable for businesses with a lot of contacts. Its in-depth marketing analytics provide valuable insights into how your campaigns perform.

Nick's Take

I believe that HubSpot is a great CRM platform for larger businesses due to its wide range of features and integrations. It offers advanced email marketing features, including automation and segmentation, which can be very helpful for larger businesses

Features:

  1. 900+ integrations
  2. Social media tools
  3. Contact segmentation
  4. In-depth marketing analytics
  5. Lead and pipeline management
  6. Email marketing and automation software
  7. Ticketing and live chat for your support teams
  8. Customizable workflows for sales automation
HubSpot Features

Pros:

  • HubSpot supports devices on multiple platforms, including web, Mac, Windows, and iOS.
  • HubSpot offers advanced email marketing features, including sending automated emails, tracking your click-through rates (CTRs), and analyzing your data.
  • HubSpot’s great deal stage management allows you to easily find and purchase the products that are right for your business at the best possible price.

Cons:

  • A learning curve is associated with using HubSpot, but it offers great value for money if you’re looking for an enterprise-grade email marketing solution.
  • HubSpot is not ideally suited for smaller businesses, as the paid tools offer more features and are tailored to larger companies.
  • Although the free plan offers a few features, they are not customizable or user-friendly, and there is a limited number of integrations available on the free plan.

Pricing

Starter Plan – $23 per month

Professional Plan – $360 per month

Enterprise Plan – $1200 per month

ClickUp

ClickUp Logo

ClickUp is a cloud-based project management software that provides users with a flexible and customizable platform for managing tasks, projects, and team collaboration. The software is user-friendly and easy to use, with various features that allow users to tailor the system to their specific needs.

ClickUp offers a free plan for individual users and paid plans for businesses of all sizes. Some key features of ClickUp include task lists, Kanban boards, Gantt charts, real-time chat, document management, and more. If you’re looking for a simple to-do list app or a comprehensive project management solution, you should consider ClickUp.

Nick's Take

ClickUp is a project management software that helps teams stay organized and get work done. I like that it is built for teams of any size and provides project management, engineering, sales, marketing, product design, finance, HR, and IT integrations.

Features:

  1. Organize Customers
  2. Manage Pipeline
  3. Track Orders
  4. Work With Clients
  5. Discuss Initiatives
  6. Tag and Filter
  7. Set Processes
  8. Task management
  9. Integrations
  10. Time management
  11. Document management
  12. Team collaboration
  13. Reports and analytics
ClickUp Features

Pros:

  • All the activities in a project are organized and updated on a single board, making it easy to focus on what must be finished first.
  • The daily reminder helps you stay on top of things or reschedule when things get busy.
  • You can use chat features to collaborate with others in real time on projects.

Cons:

  • Because of the limited board support and the price, it may be difficult for teams to collaborate effectively using ClickUp.
  • The automated system in ClickUp is limited in its abilities and can take hours to complete each week on its own.
  • Not all features are placed logically, and it takes some digging to find the whiteboard feature.

Pricing:

Unlimited Plan – $5 per user/month

Business Plan – $9 per user/month

WorkflowMax

WorkflowMax Logo

WorkflowMax is a job management software that integrates with other workflow tools. It is perfect for engineers, architects, and creative agencies who need to track and bill for their time.

Workflowmax provides a tool to manage and track customer data and notes. Its tool offers various features to help manage and track tasks, time, and resources. It integrates with dozens of other devices, making it easy to connect and work with different parts of your business. With the help of WorkflowMax, you’ll be able to more efficiently complete your tasks and projects while keeping track of your costs.

Nick's Take

I believe that WorkflowMax is a great alternative to other job management software platforms. It is easy to use and has a variety of integrations that can be very helpful for businesses. The cost of using WorkflowMax is okay for simple interactions, but it may not be ideal for companies with more complex requirements.

Features

  1. Quoting
  2. Invoicing
  3. Timesheets
  4. Reporting
  5. Job costing
  6. Mobile application
  7. Client manager
  8. Custom fields
  9. Purchase orders
  10. Xero integration
  11. Document management
  12. Job management
WorkflowMax Features

Pros:

  • WorkflowMax offers multiple project types and features such as online invoicing, percent-complete tracking, performance metrics, pipeline management, document management, purchase order management, and purchasing & receiving quotes/estimates.
  • Its Global Search feature will make searching for a client or contact easier. It can also record, retain, and report on detailed customer data.

Cons:

  • While the cost may be okay for a simple business, WFM is not ideal for companies with more complex requirements.
  • WorkflowMax does not offer as much information about a client’s history or interactions as some of the other options on the market.
  • The user interface is difficult to understand and navigate, making it challenging to use and manage your workflows effectively.

Pricing

Standard Plan – $20 per one user/ month

Premium Plan – $70 per one user/ month

AllClients

AllClients Logo

AllClients is a client management software that helps businesses keep track of their contact records efficiently and effectively. The software has many features, including a contact management system, mailing features, client database, lead management, workflow automation, and more. The software is easy to use and can be installed by anyone.

Nick's Take

AllClients is the perfect solution for small businesses that don’t have the technical expertise or time to manage their own CRM software: Offered by a non-technical user interface that makes it easy for anyone to use regardless of their experience level of computers or software applications.

Features:

  1. Landing Pages
  2. Autoresponders
  3. Calendar systems
  4. Permission-Based Email
  5. Lead nurturing systems
  6. Customer referral programs
  7. Contact management tools
  8. Web-based CRM software
AllClients Features

Pros:

  • AllClients system is easy to configure for multiple users, making it a great choice for businesses with many employees. It records all your business and personal contacts, making it easy to keep track of everything.
  • This software offers full client support and is fully online-based, so you won’t lose any contact information even if you’re not at the computer when it’s being used.
  • AllClients comes with Sales Funnel & Sales Pipeline System, which helps you track your sales progress and make better decisions about when and how to sell your product or service.

Cons:

  • The only downside of this software is that it offers many features for liking. This can be a little difficult for those unfamiliar with contact management software.
  • Some features listed on the website are long and overwhelming, which could be discouraging for potential customers.
  • You can only get autoresponder information from contacts, such as their email address and password, rather than being able to view the content of their emails or see any attachments they have sent in them.

Pricing:

Starter Plan – $29 per month

Professional Plan – $41 per month

Enterprise Plan – $66 per month

BenchmarkONE

BenchmarkONE Logo

BenchmarkONE is a CRM software that offers various tools for sales and marketing. The platform makes it easy to track customers, understand how your traffic and sales are generated and measure your performance.

BenchmarkONE provides marketing agencies with automation tools to help them improve their workflows. The interface is easy to use and allows for segmenting and mapping customer journeys.

Nick's Take

If you are looking for an email marketing platform, BenchmarkONE is a great option because it offers an all-in-one solution that includes CRM features. What I like about this platform is that it allows you to segment your contacts and map their customer journey to understand better what would be required to promote customer satisfaction.

Features

  1. In-depth email metrics
  2. Lead generation tools
  3. Create sales pipelines
  4. Automate your workflows
  5. Filter and segment contacts with tags
  6. Easily set up drip marketing campaigns
  7. Real-time contact activity monitoring
  8. Sales deals pipeline management
BenchmarkONE Features

Pros:

  • BenchmarkONE makes tracking your performance, understanding your customers, and building marketing campaigns easy.
  • Its segmenting contacts features allow you to organize your client interactions and improve the quality of your deliverables.
  • You’ll also appreciate BenchmarkONE’s real-time contact activity monitoring, which lets you see who is opening your emails and when they did so, helping you better identify opportunities for engagement & growth.

Cons:

  • The automation builder is difficult to use, and the knowledge base is not well-developed.
  • Users have experienced issues with video inclusion, data import, creating and formatting new emails, and more.

Pricing:

Starter Plan – $29 per month

Professional Plan – $41 per month

Enterprise Plan – $66 per month

What is Client Management Software?

What is Client Management Software

Client management software helps businesses keep track of their clients. It can manage contracts, invoices, and other important data. Client management software is available in many different formats and can be used on many devices.

Things To Consider In Choosing Client Management Software

Ease of use

Ease of use

Ease of use is one of the most important factors to consider. After all, you’ll spend a lot of time using the software and want it to be as user-friendly as possible.

Look for software that is designed with a simple, intuitive interface. It should be easy to find the features you need and straightforward to input and manage client data. The last thing you want is software that is so complicated that it takes hours to learn how to use it.

With so many options on the market, there’s no need to settle for anything less than the perfect fit for your needs. Ease of use should be at the top of your list when choosing client management software.

Features

Features

What kind of features does the software have? Does it offer everything you need? Does it have a good reputation for being user-friendly? These are all important questions to ask.

Some features you may want to look for include tracking contact information, appointments, and communications, managing tasks and projects, and generating reports.

You’ll also want to ensure that the software is compatible with your existing systems and user-friendly.

Automation

Automation

Automation can help you save time by automating tasks such as sending out invoices and following up on payments. It can also help you stay organized by keeping track of your client’s contact information and scheduling appointments.

It can help you eliminate errors by automatically checking for duplicates and ensuring that data is entered correctly. As you can see, automation is a powerful tool that can help streamline your workflow and improve your bottom line. When choosing client management software, consider the available automation features.

Pricing

Pricing

There are a few different pricing models to choose from, and the right one for your business will depend on some factors.

For instance, if you have a small business with only a few clients, you may get by with a subscription-based model.

However, you may need to opt for a license-based model if you have a larger business with hundreds or even thousands of clients. Make sure to consider your budget.

Client Management Software FAQS

Do I need Client Management Software for my business?

As a business owner, you always look for ways to streamline your operations and reduce costs. One way to do this is to invest in client management software. This type of software can help you keep track of your clients, their contact information, and their purchase history.

In addition, it can help you manage your inventory, create invoices, and track payments. By using client management software, you can save time and money while improving your customer service.

This software can help you grow your business by providing valuable insights into your customers’ purchasing habits. As you can see, there are many advantages to using client management software. If you are not already using this software, it is time to invest in it. Your business will thank you for it.

How does Client Management Software work?

Client management software helps businesses keep track of projects and client relationships. It can help with invoicing, contract management, and other important data. Client management software can be used as a CRM to manage customer relationships. It is available in many different formats and can be installed on a computer or device.

How much does Client Management Software cost?

There is no one-size-fits-all answer to this question, as the cost of client management software can vary depending on many factors. Some of the main considerations include the size of your business, the number of users, the features you need, and whether you require support and training.

Generally speaking, small businesses can expect to pay around $50-$100 per month for a basic package, while larger companies may need to budget for $200-$500 per month or more. Of course, it is always worth shopping around and comparing prices to get the best deal. The cost of client management software is a small price for the peace of mind and efficiency it can provide.

Conclusion

There is a wide variety of client management software and apps available on the market today. We’ve compiled a list of the 14 best options to help you find the perfect fit for your business. These programs offer a variety of features, including CRM, invoicing, project management, and more. With so many options available, you’re sure to find software that meets your specific needs.

About the Author

Nick Patrocky writes SaaS and Business Software reviews. He's also the head of design at a rapidly growing fintech company. Nick's worked with hundreds of software companies and startups over the last 10 years. Reach out if you have any questions or if you'd like to collab.

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