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Best Client Management software

Finding the best Client Management Software for your business is now faster and easier! Compare prices, reviews, features, and get free consultation to find the perfect software.

Table of Contents

What is Client Management Software?

Client management software, also known as Client Relationship Management (CRM) software is a single software that enables you to grow your business by streamlining your sales process. CRM software also offers useful analytics, thus helping you convert leads into long-term customers. Businesses of all sizes across the globe are increasingly investing in client management systems to reduce the manual processes involved in different CRM efforts such as marketing, building brand awareness, managing notes or calendar events, maintaining client records, offering customer support, personalizing the customer experience, managing purchases, and much more.

Your clients are the greatest assets of your business. Therefore, organizing and managing client information is necessary for strengthening customer relationships, boosting customer satisfaction, and understanding your clients better.

As you expand your customer base, it becomes a Herculean task to manage each client manually through the paperwork. Client management software come with automation features to deal with repetitive CRM tasks so that you can focus on more critical aspects of your business. Additionally, AI-powered client management solutions help you make data-driven decisions so that you can maximize business opportunities. It creates a level of clarity, between you and your customers, thereby, enabling you to focus on what matters.

Efficient client management systems enable you to reach countless buyers across the globe, besides allowing your business to make your clients feel special. In simple words, CRM software helps you move in the right direction so that you can enhance your productivity by leaps and bounds.

Client Management Software Features

Client management solutions offer multiple features to help businesses in several ways. Here are some useful features that client database software should offer:

  • Contact Management: Efficient client relationship management software systems help your business to accumulate and systemize customer data competently. It also takes care of clients’ profiles besides managing communication history and client relationships.
  • Account Management: This is yet another key feature of client management solutions. Account management feature is used for capturing and managing information about companies you do business with. It also helps you maintain relationships.
  • Campaign Management: Client management software for small business automates marketing processes to help your products and services reach potential customers. It evaluates data related to your marketing campaigns, reduces campaign costs, and also helps you predict future marketing strategies.
  • Sales Order Management: When your clients are interested in purchasing your business offerings, your sales team generates a detailed quote, post which, an order is generated if the client agrees to buy your products or services. Client relationship management software automates and streamlines the process of sales orders management by generating sales orders, quotes, as well as invoices. It also generates order confirmations as well as packing slips.
  • Automates Your Sales Process: Client management systems automate different sales functionalities besides regulating your business processes. Consequently, it keeps human errors at bay, besides shortening the sales cycle. Additionally, it allows you to manage and track your sales funnel and offers crucial information to conclude the sales process.
  • Customer Segmentation: Customer segmentation feature in client management systems accumulate and analyze data to help you identify the group of customers that are more profitable for your business. It also helps you decide which investments will generate the highest returns.
  • Call Center Automation: Client management solutions with call center automation features such as virtual agents, interactive voice response (IVR) & automatic call distribution help you solve the problems of your customers in a jiffy. This feature provides accurate information to your clients at the right time to boost customer experience.

Benefits of Client Management Software

The benefits of investing in client management systems are immense. Here are a few benefits of using a typical client relationship management software for small business:

  • Streamlines Business Reports: With Client management solutions, you can bid adieu to the burdensome process of creating reports manually. Client database software comes with user-friendly reporting features that generate various reports such as sales reports, call log reports, lead status reports, etc.
  • Boosts ROI and Profitability: Once you start leveraging client management solution in your sales process, it allows your sales team to enhance their market reach. The data accumulated from client management software for small business helps you identify the most profitable marketing strategies. It also figures out less desirable marketing strategies so that you can modify them and make them effectual. This, in turn, enhances your ROI as well as profitability.
  • Improves Customer Service, and Strengthens Customer Relationships: Customer service plays a vital role in building strong relationships with your existing as well as prospective clients. Client database software systems enable you to know more about your customers and make them feel special. Consequently, this helps you build a long-lasting client relationship.
  • Boosts Customer Engagement: With the help of a client database software system, you can offer a positive experience to your clients each time they interact with your company. Since client management software for small business offers comprehensive details about each customer, you can not only engage with them efficiently but also provide seamless customer service which, in turn, leads to customer satisfaction.
  • Enhances Referral Rates: Efficient client management systems make your clients happy who end up referring your brand to their friends and acquaintances. Integrating customer referral program into your client relationship management software is an excellent way of taking advantage of referral marketing, also known as word-of-mouth marketing.
  • Accelerates Your Decision-making Process: Client database software solutions generate comprehensive and accurate data through regular updates. The software not only helps accelerate your decision-making process but also helps you identify bottlenecks to business growth.
  • Allows Geographically Dispersed Teams to Work Closely: Since client management systems are remotely accessible, they enable businesses to leverage the benefits of multiple geographical locations.

How to Choose the Best Client Management Software?

There are various types of client management solutions designed to suit the requirements of businesses across industries. You may opt for cloud-based software, locally-hosted software, pay-per-user CRM software, or private cloud CRM platforms.

A mismatched client database software may prove disastrous to your business. Therefore, you should carefully pick the right CRM software for your business growth. The best way is to shortlist a few CRM software vendors and asks them to demonstrate the features and deployment method of their CRM solution.

Most CRM service providers charge monthly subscription costs. However, you can also opt for free software versions or free-trial periods to identify the best client management software for small business. Nevertheless, you should consider the vendor’s reputation into consideration before making final purchase decisions.

Here are a few factors that you should keep in mind while choosing the best client management software:

  • Ease of Use: Over-complicated client management systems may prove disastrous for your business as clients do not prefer using complicated CRM solutions; therefore, make sure your client management software for small business is easy to operate. The software should also be easy to understand and should have an intuitive interface. Therefore, if you want to build customer satisfaction, value, and retention, you should opt for simple client database software.
  • Mobility: Advanced client management solutions with mobile compatibility help you access data on the go 24/7. Therefore, make sure your client relationship management software is compatible with your desktop as well as mobile devices such as laptops, iPads, Smartphones, tablets, etc. This aspect allows you and your team to gain access to client/project information, as and when required.
  • Integrated Analytics: In the current digital era, you cannot afford to ignore the significance of Big Data. Data accumulation is important, but it is more important to leverage the data for exploring infinite opportunities for boosting client relationships. Therefore, find a client management software for small business that helps you evaluate data and analytics thoroughly so that you can gain actionable insights to build your clientele.
  • Streamlines Workflow: Make sure your client database software streamlines your workflows and simplifies your sales management process. High-tech client management software for small business is capable of recording all calls, emails, and every communication taking place between your sales team and clients. At the same time, the software should allow your sales team to access any transcript or spreadsheet with ease for responding to customer queries, or approving discounts.
  • Customization: Client management solutions should be tailored to your business needs. A wide array of client relationship management software are available in the market today to cater to the CRM needs of different industries that operate differently. Depending on how you operate, you may need custom filters as well as reporting modules in your client database software. Therefore, before picking a CRM software, make sure you analyze the level of customization required in your sales process.
  • Security: Finally, client management solutions should provide a highly secure environment to safeguard your customers’ data.

To sum up, we can say that investing in client management systems is the smartest move for small as well as large businesses. So what are you waiting for? Pick an efficient client management software, and get ready to reap the benefits of client database software.

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Payal PatilBy Payal Patil | Last Updated: October 23, 2020

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