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 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.
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.
- Email Templates
- Logging Leads
- Workflow Automation
- Revenue Projection
- Smart Contact Data
- Track Communication
- Customizable Reports
- Visual Pipeline of Sales Stages
- AI-powered sales assistant
- Custom Columns and Filters
- Contact management features
- Timeline of contact activity history
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 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.
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.
- Sales pipeline management
- Marketing operations management
- Lead management
- Tracking Interaction
- Activity of Team
- Analytics and Reporting
- Dashboard and Automation
- Mobile app
- Centralized data review
- Contact management software
- Sales and CRM templates
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 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.
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.
- Act! Connect
- Unlimited customizations
- Opportunity management
- Sales pipeline management
- Manage targets and sales teams
- Manage sales leads from start to finish
- Territory management
- Interactive Dashboards and Reports
- Customer relationship management
- Powerful sales force automation
- Contact and account management
- Calendar & activity tracking
- Sales process automation
Act! Premium Desktop – $37. 50 per user/month
Act! Premium Cloud – $30 per user/month
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.
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.
- Follow-up workflows
- Quote Management
- Einstein Analytics
- Lead Management
- Mobile Application
- Account & Contact Management
- Workflow Rules & Automation
- Sales Opportunity Management
- Pipeline & Forecast Management
- Customizable Reports & Dashboards
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 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.
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.
- CRM mobile app
- Out-of-the-box integrations
- Contact and deal management
- Centralized platform
- Automation and email tracking
- Activity analytics and reporting
- Customizable sales dashboard
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 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.
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.
- Mobile app
- Live analytics
- Sales Enablement
- Sales Force Automation
- Canvas Design Studio
- Process Management
- Journey Orchestration
- Access Controls/Permissions
- Activity Dashboard, Management, and Tracking
Basic Plan – $49 per month
Standard Plan – $99 per month
Professional Plan – $249 per month
Enterprise Plan – Contact Zoho for custom pricing
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.
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.
- Track time
- Client CRM
- Assign tasks
- Forms & Automations
- Track client information
- Send invites to collaborators
- Create client-winning proposals
- Fully-customizable contract templates
- Add documents, payments, and tasks to projects
Starter Plan – $24 per month
Standard Plan – $39 per month
Professional Plan – $79 per month
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.
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.
- Basic Reporting
- Emails Sending
- Dynamic Content
- Mobile Optimized
- Outbound Emails
- Lead Nurturing
- Automated Alerts
- Manage Email Deliverability
- Building and Personalizing
- Automated Email Responses
- Landing Pages and Forms
- Marketing Lead Database
- Sales pipeline & analysis
- Quotes, invoices & payments
- Data Quality Management
- CRM Lead Integration
Pro Plan – $129 per month
Standard Plan – $199 per month
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.
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.
- Client management
- Payment collection
- Marketing Nurture
- Secure client portal
- Scheduling and calendar
- Online lead-capturing widget
- Email & SMS marketing campaigns
- Customized billing & invoicing workflows
Essentials Plan – $19 per month
Business Plan – $45 per month
Platinum Plan – $75 per month
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.
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
- 900+ integrations
- Social media tools
- Contact segmentation
- In-depth marketing analytics
- Lead and pipeline management
- Email marketing and automation software
- Ticketing and live chat for your support teams
- Customizable workflows for sales automation
Starter Plan – $23 per month
Professional Plan – $360 per month
Enterprise Plan – $1200 per month
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.
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.
- Organize Customers
- Manage Pipeline
- Track Orders
- Work With Clients
- Discuss Initiatives
- Tag and Filter
- Set Processes
- Task management
- Time management
- Document management
- Team collaboration
- Reports and analytics
Unlimited Plan – $5 per user/month
Business Plan – $9 per user/month
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.
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.
- Job costing
- Mobile application
- Client manager
- Custom fields
- Purchase orders
- Xero integration
- Document management
- Job management
Standard Plan – $20 per one user/ month
Premium Plan – $70 per one user/ month
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.
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.
- Landing Pages
- Calendar systems
- Permission-Based Email
- Lead nurturing systems
- Customer referral programs
- Contact management tools
- Web-based CRM software
Starter Plan – $29 per month
Professional Plan – $41 per month
Enterprise Plan – $66 per month
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.
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.
- In-depth email metrics
- Lead generation tools
- Create sales pipelines
- Automate your workflows
- Filter and segment contacts with tags
- Easily set up drip marketing campaigns
- Real-time contact activity monitoring
- Sales deals pipeline management
Starter Plan – $29 per month
Professional Plan – $41 per month
Enterprise Plan – $66 per month
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 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.
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 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.
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.
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.