Client Management Software
Client Management Software is used by businesses of all sizes to manage and streamline their client relationships. It provides a centralized platform to organize and analyze customer data while helping businesses streamline their sales, marketing, and customer service processes.
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Why do you need a client management system?
In today's competitive market, it's more important than ever to keep your customers happy. After all, customer acquisition is much more expensive than customer retention.
But how do you keep your customers happy? It all starts with understanding their expectations and delivering on them effectively. That's where a client management system (CMS) comes in. A CMS helps you track and manage your interactions with clients, from the first touchpoint to the last support ticket and deliver an exceptional customer experience.
CMS consolidate customer information, interactions, and transactions in one place, enabling quick access to insights and history for informed decision-making.
Automation of customer engagement and streamlining sales processes ensure timely follow-ups while reducing manual errors.
CMS can slice and dice through your wealth of customer data to offer accurate forecasts and valuable insights into client behaviors and trends.
Building a good rapport with your clients so you can understand their expectations can be challenging if your data is split across different applications. Your business needs client management software that can offer a complete picture of every client, optimize your end-to-end business process, and offer relevant insights to personalize every client engagement, so you can drive more sales and improve your revenue.
Benefits of investing in
client
management software
Win more sales
Your whole team is accessing the same information, leading to a seamless and consistent journey for your clients.
See the big picture
Get a complete view of all your customer data—personal details, all your communication with them, and more—in a single place.
Efficiency
Keep your sales team focused on closing deals and bringing in revenue by automating all their mundane and repetitive tasks.
Happy clients
With access to the right information, your team can personalize every engagement and address every concern, resulting in clients who are happy to do business with you again and again.
ROI for every $1
invested in CRM
technology
Improvement
in sales conversion
Improvement
in customer retention
Increase
in customer
retention
Increase in
profits
What features should
businesses look in when investing in
a Client Management Software?
Contact Management
Basic contact details, notes, and communication history.
Advanced contact profiling, segmentation, and integration with marketing efforts.
Omni-channel features
Record of emails, calls, and interactions.
Integrated communication tracking across live chat, social platforms, help desk, and project management.
Activity Management
Basic to-do lists and task assignments.
Advanced task management, workflow automation, and team collaboration.
Sales and Pipeline Tracking
Basic deal tracking and sales stages.
Multiple pipeline management, robust forecasting.
Integration Capabilities
Basic capabilities will suffice.
Seamless integration with existing software (ERP, marketing tools, etc.) for a unified workflow.
Customization and Scalability
Basic capabilities will suffice.
Ability to customize workflows, fields, and processes to match complex needs and accommodate growth.
Still confused? Here's a quick tip on
what factors you should look for
If you are a SMB
Ease of use, affordability, customer support, mobile access, transparent pricing, optional contracts.
If you are an Enterprise
Extensive integration and customization, scalability across multiple territories, SLA guarantees, API and Dev support, complex process management.
Comparison between top
client management systems
-
Zoho CRM
Standard -
Salesforce
Sales Cloud Starter -
Microsoft Dynamics
Sales Professional -
Hubspot Sales
Hub Starter
Lead and account
managementMultiple Pipelines
Social Media
ManagementLive Chat and
visitor trackingForecasting
Advanced
customizationSalesSignals
Process
AutomationMobile Ready
-
Zoho CRM
Standard Canvas
Blueprint
-
Salesforce
Sales Cloud Starter $
$
Process Builder
-
Microsoft Dynamics
Sales Professional $
$
Business Process Flows
-
Hubspot Sales
Hub Starter $
$
Client management with
Zoho CRM
Zoho CRM brings together the right combination of usability, customization, functionality, and extensibility to help businesses of different sizes and industries manage their client relationships. With a centralized client information database, powerful sales automation tools, and in-depth analytics and reporting, your team has everything they need to address clients' needs proactively and nurture profitable, long-term relationships.
A 360-degree view of your clients
Zoho CRM centralizes information from all your client interactions, like emails, phone calls, activities, notes from sales teams, documents shared, invoices, and more. If you integrate Zoho CRM with external applications like accounting software or a helpdesk, the client information gathered there will also be available in the same space.
Connect with clients seamlessly
Consistent and meaningful interaction is key to building strong customer relationships. With Zoho CRM's omnichannel capabilities, you can connect with your clients on whichever channel they prefer: email, phone call, live chat, or social media. With just a glance, your team has all the context they need to seamlessly carry conversations across different channels without breaking the flow of the client journey.
Streamline your activities
Closing deals, building new connections, and strengthening existing client relations all require your team to schedule and complete certain core day-to-day tasks. From introductory emails and calls to product demos and appointments for in-person meetings, your sales team can schedule, track, and complete tasks with ease. All these interactions and any notes your reps make about them are immediately associated with the client's record, so information never slips through the crack.
Automate day-to-day operations
The more your sales team can focus on closing deals and connecting with clients, the better your business will perform and the happier your clients will be. Keep your sales team running on all cylinders by automating the routine tasks that slow down their productivity. Capture new client information, enrich existing profiles, create follow up-tasks, and more with the powerful automation tools available in Zoho CRM.
The blueprint to lasting client relationships
Your sales team needs to convert new prospects into long term clients consistently for your business to be successful. This becomes harder if every sales rep goes about working with new prospects in their own way. By identifying your most effective sales strategies and implementing them as a step-by-step process using Blueprint in Zoho CRM, you can ensure that every sales rep knows the right action to take at every point of the prospect's journey. The result? A focused sales team, an efficient sales process, and satisfied clients.
Unify your business applications
When client information is fractured between different backend applications, it will be harder for your team to understand and address clients' needs, leading to poor customer experience. Disjointed tools result in a disjointed experience. Connect Zoho CRM with popular third-party applications with a range of pre-built integrations or our library of powerful APIs, allowing you to truly centralize your client information and help your sales team craft personalized customer journeys.
Data-driven decision making
Understanding the health of your business is key to identifying the areas where you're doing well and the processes that need improvement. With a wide range of custom reports and dashboards, Zoho CRM gives you a clear bird's eye view of your operations as well as the control to drill down and analyze the minute details. Analyze your lead generation, conversion rate, win/loss rates, and more to make decisions backed by data.
Client management software helps you attract, nurture, and build long-term client relationships that are mutually profitable. Your business is empowered with centralized client information, omnichannel communication, robust activity management, and automation to help you understand and address your client needs effectively.
Zoho CRM is a versatile CRM software solution that can effectively serve as a client management tool, helping businesses organize, communicate with, and nurture their client relationships. Zoho CRM includes a free plan with basic client management functionalities as well as paid plans with advanced features. Depending on your business needs, you can choose the plan that best suits your client management requirements.
When evaluating contact management software, follow these broad guidelines:
- Identify your objectives
- Shortlist your vendors
- Check whether vendors offer the capabilities you need to meet your objectives
- Understand each product
- Get in-depth demos
- Make a decision and deploy your new client management software
Choosing the best client relationship management software is crucial for several reasons because it can have a significant impact on your business's bottom line. The right client management solution can help you streamline customer relationships, increase sales and make better data driven decisions.
Client management software offers a wide range of tools to help your sales team understand your clients better, deliver personalized customer experiences, work more efficiently, and understand how your business is performing. Effective use of client management software revolves around the following features:
- Centralization of client information
- Omnichannel communication
- Automation for routine activities
- Activity management
- Guided sales processes for your team
- Personalized client journeys
- Integration with third-party applications
If you are a SME looking for a simple and affordable CRM solution, then Bigin is a good option. It is easy to use and has all of the core CRM features that you need. If you are a small business that is looking for a more comprehensive CRM solution with extensive features and functionality, then Zoho CRM is a good option.
The exact features you need will depend on the size of your business and how fast it grows, but in general you need to look for a client management solution that helps you attract, capture, and nurture new clients with a robust marketing automation system. Next, it has to empower your sales team to understand your clients' needs and foster lasting relationships with powerful sales force automation tools. To close the loop, you need a strong set of customer service features to track and resolve their issues to build a large network of satisfied clients.
Build lasting client relationships
with Zoho CRM
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