Top 10 Client Management Software

What is Client Management?

Client management refers to the act of building relationships between customers and businesses. Management of clients can include setting expectations, trusting, setting boundaries, and measuring happiness.

The goal of client management is to delight clients over the long term, increase retention and earn word-of-mouth referrals. What exactly is client management software?

What is Client Management Software?

Client Management software keeps track of each customer’s individual relationships with a business. Support, sales, marketing, and support often use data from the Client Management System to build and maintain customer relationships that lead to loyal customers.

Key Features of Client Management Software

CRMs can be robust systems that produce high-quality information that any member of your organization can use to improve client relationships. A CRM is more than just a storage place for customer data. A CRM should allow you to track and monitor customer activity with your company. Support requests, emails, and past purchases are all examples of the data that you will need to access in your CRM. These data will help you and your team to anticipate customer needs and provide personalized cross-sell and upsell opportunities later in the customer’s life cycle.

• Data & Analysis — Keep track of metrics about each customer like how frequently they interact with your communications.
• Activity Monitoring — Track the activity of your clients to see when they are calling for support, returning defective products, and purchasing new products. This will allow you to anticipate roadblocks, and prevent them from happening.
• Communication System — Email, call, send, or text a direct message via social media to customers through templates and automated sending.
• Automated Workflows — Never let a follow-up slip through the cracks. Automated workflows can be used in CRM to schedule meetings and send out outreach.
  Here’s a list of the best client management software to help sales reps.

Top 10 Client Management Software

1. HubSpot CRM

HubSpot is an all-in-one CRM platform that scales businesses from SMB to enterprise. It’s flexible, cohesive, and easy to use. It’s made in-house to support your growth, You can use it to track and notify your prospects, schedule meetings, and live chat, and are available to keep you connected with the most important part of your business, the customers.

Integrations of your HubSpot CRM can be done with Gmail, G Suite, and Office 365. This will allow you to spend less time logging information and more time building relationships.

HubSpot gives you unlimited access to data and users as well as up to 1,000,000 contacts without any expiration or time limit. This applies whether you are a single person or a 1,000-person team.

Price: Free

Originally Published on The Tech Trend