Every business is a problem-solving machine for any customer interested in their service or product. Customers are placed at the center point of business operation. All too often, businesses will rework operations from within and forgo the customer experience. A business with a good fitting client management software will engage optimizing your business for your customer’s benefit. Client management software will organize the relationships between your business and the potential customer. Client management software are amazing at organizing and automating processes to keep track of client data and activity efficiently. Client management software is responsible for millions of dollars in revenue for businesses everywhere. A client management software can do the trick for entrepreneurs as staying organized and efficient becomes synonymous to productivity.
We have gone through what client management software is available out there and complied a list of the best 15 client management software for you to peruse.
Top 15 Best Client Management Software
- HubSpot CRM – Best for Price
- Honeybook – Best for Fast Communication with Clients
- Dynamics 365 – Best for Large Businesses
- Keap – Best for Automated Response and Processes
- Nimble– Best for Social Media Operation
- Nutshell – Best for Pipeline Management
- Monday.com – Best for Organizing Workplace Activity
- Zendesk Sell – Best for Customer Service Relations
- Pipedrive – Best for AI Assistance
- Zoho CRM – Best for Multichannel communication
- Drip – Best for Ecommerce
- Active Campaign – Best for Brand Building
- Lucrativ – Best for Goal Driving
- Airtable – Best for Spreadsheet and Database
- Insightly – Best for Conversion
1. HubSpot CRM – Best for Price
Pricing: Free
The true strength of HubSpot CRM is usability. They have multiple tools to benefit the organization of your relationships. This client management software is free for everything you would need. The price never increases even if you do 1,000,000 contacts in a month. They really are very friendly and versatile because of this.
| Pros | Cons |
| Price Versatility Exceptional quality | Price shows up for Marketing and Advertising You can get too big and then need more organization |
2. Honeybook – Best for Fast Communication with Clients
Pricing: Monthly $9 or $39
This client management software works best with a project-to-project based business. What makes Honeybook better is the amount of visibility given to your clients. Customers can watch your progress on the dashboard. Everything that they could need is automated unless the customer needs a more direct answer. They can easily schedule a meeting and stay up to date while leaving you and your team to do what they do best.
| Pros | Cons |
| Clear Communication Uncountable Automated Processes | Really only good for Project-to-Project businesses |
3. Dynamics 365 – Best for Large Businesses
Pricing: Monthly $1,500
Large scale businesses best choice for taking care of everything. This client management software integrated into Microsoft Office and can use all those tools as well. They do have the ability for smaller businesses to use this style, but the price does not drop for their use. The design is meant for large companies that have multiple projects and employees working.
| Pros | Cons |
| Microsoft integration Perfect for large projects | Purely designed for large enterprises Pricing does not prove value for smaller businesses |
4. Keap – Best for Automated Response and Processes
Pricing: Monthly $40, $85 or $100 with additions per user
Keap operates best with smaller teams by automating the entire process. The less personalization needed, this client management software can collect leads, build custom forms, convert clients through email and SMS campaigns and follow-ups. A bigger company would need to have a more personalized approach and Keap will not match them as well.
| Pros | Cons |
| Quality automation Better for Smaller businesses | More personalization messes with automation Price does increase based on contacts |
5. Nimble – Best for Social Media Operation
Pricing: Monthly $25 or Annual at $19 per Month
Client management software can also reach out into the world too. Nimble shows this by having an extension you can download. This lets you be on LinkedIn or Instagram or any social media platform and add contact data into your client management software database with out the hassle.
| Pros | Cons |
| Extension for fast Data entry Makes prospecting more enjoyable | Does not leave the prospecting side of things Will need other programs for marketing and better organization |
6. Nutshell – Best for Pipeline Management
Pricing: Monthly $19 or $35 per user
The best client management software for pipeline leads. Nutshell gives versatility to your sales representatives so that their leads make sense to them. Nutshell still has sales automation, reporting and email tools too.
| Pros | Cons |
| Versatility for your employees Helps conversion happen that much faster | Focuses on Pipeline management solely |
7. Monday.com – Best for Organizing Workplace Activity
Pricing: Annually at $8, $10 or $16 per Month per user
Started as a way for at home workers to stay organized and connected, now Monday.com has expanded to assist different type of industries manage, organize and track workplace activity. The client management software is well known for templated pricing structure to find the best fit for your business.
| Pros | Cons |
| Free version for small businesses Personalized templating | Less organized Can become overwhelming |
8. Zendesk Sell – Best for Customer Service Relations
Pricing: Annually at $19, $49, $79 or $99 per Month per user
This client management software originally just oversaw customer service. It has added sales to its workflow. Zendesk Sell has made a name for itself as the best client management software to bring sales representatives and support teams together. This allows sales representatives to work with support tickets and make sure everyone is on the same page.
| Pros | Cons |
| Simple and direct Perfect for conversion on sales | Focuses only on sales and client follow ups Pricing benefits higher tiers |
9. Pipedrive – Best for AI Assistance
Pricing: Annually at $12.50, $24.90, $49.90 or $99 per Month per user
If you ever wanted an AI friend to help you get your tasks done, then this client management software is for you. Pipedrive has the best AI support to get your tasks done quickly. With their top tier package, you can customize automations for everything you could need for your customers.
| Pros | Cons |
| AI Support and automation Decent pricing | Does not work well with personalization per customer Must get top tier package to get the full benefit of AI automation |
10. Zoho CRM – Best for Multichannel Communication
Pricing: Monthly $20, $35, $50 or $65 per user
A decent client management software for anyone to use. Their prices decrease if you go annually and still provide a wide range of quality tools. The one thing Zoho does better than anyone else is multichannel communication. This integrated communication offers options to customers and employees alike.
| Pros | Cons |
| Multichannel communication Built for customer and employee communications at high rates | Designed more towards sales representatives and their leads Large businesses will need more |
11. Drip – Best for Ecommerce
Pricing: Monthly $19 based on contacts
Having a price structure to your month-to-month needs is wonderful. Drip understands ecommerce on an in-depth level. The number of contacts made can fluctuate from month to month, so Drip is there with a client management software built for that level of flexibility. Drip also has a tagging system for organization. You can tag or notate on your client’s profiles and be able to easily see where they are. You can customize your tags too.
| Pros | Cons |
| Flexible tiers to fit needs Focuses on ecommerce businesses | Built for product selling as ecommerce Not very versatile |
12. Active Campaign – Best for Brand Building
Pricing: Annually at $9, $49, $149 or $258 per month based on contacts
Active Campaign shares a wide variety of tools to use in moving your business forward. The best and unique is lead scoring. Client management software connect in optimal ways between you and your customer every step of the way. Lead scoring helps you keep track of contacts and interactions with you.
| Pros | Cons |
| Easily see how customers interact with you Solid price structure based on a month to month need | Focuses on conversion Offers without direction |
13. Lucrativ – Best for Goal Driving
Pricing: $50 per feature per month
The cool aspect of Lucrativ is making your job a game. If you love your job, then you never work a day in your life because it is all a game. Gamification changes goals and conversions to achievement badges and scoring to give your more competitive employees to work towards. Lucrativ does a fantastic job at this making your business a fun and interactive.
| Pros | Cons |
| Gamification for your employees Still a great client management software to use | Best for a large or medium business Small businesses might not be able to make best use of the gamification aspect |
14. Airtable – Best for Spreadsheet and Database
Pricing: Free, $10 or $20 based on contacts
Not everyone is quite ready for the next best thing. Sometimes if it ‘isn’t broken do not mess with it’ comes up for older and more simplified businesses. Airtable integrates the new client management software into a more recognizable organization, spreadsheets, and databases. It has a spreadsheet feel and still does an excellent job of organizing your team.
| Pros | Cons |
| Easy to use Quickly get data Depending on size there is a free option | Might be just too boring Does not have all the newer integrations |
15. Insightly- Best for Conversion
Pricing: Annually at $29, $49 or $99 per Month per user
Insightly share their insight into the best way to make customers into repeat customers. Constant communication and availability are important to converting a person’s sale. The relationship linking and lead routing set up anyone that is online to be ready for when a customer needs help. Client management software organization is necessary to make sure everyone knows what is and where that customer is on their journey through your business.
| Pros | Cons |
| Fast communication Easily read where a lead is and how far they are in sale process | Fairly simple means not able to manage more complicated tasks |
Frequently Asked Questions
What does client management software do?
Straight forward, it allows business to seamlessly manage their relationships with potential and existing customers. It focuses on organization and optimization to help you stay focused on what you do best.
How do you track client relationships?
Best practice is to keep records of anything. Data entry is important to keeping everyone in the loop about new customers and existing client projects. A client management software should make half or all this processes easier and streamlined.
Which is the overall best client management software?
Although this list shows many diverse types that focus on one or more aspects of client relations, the one that kind of steps above them all must be Zoho CRM. For the price structure they give you are getting a great deal and the most important part of making a client feel great is communication. Zoho’s multichannel communication meets the customer on their field rather than potentially forcing them to use a form of communication with which they are unfamiliar. This makes customers feel like you are meeting their needs which is important in any industry.
Which is the cheapest?
Most client management software has a free version to try out before buying the higher tiers. Monday.com, Zoho CRM, Keap and Nutshell all have a small package that you can try. However, HubSpot CRM is truly the cheapest with the most tools available as well as being able to track well past 1,000,000 contacts without a price increase.
Which is the most used client management software?
This one is an easy one to figure out. It is the one that feels the least like client management software and more like just surfing social media all day long. It is Nimble of course. Nimble’s extension lets you bypass data entry and stay on looking for potential customers through any social media you use. Facebook, Instagram, LinkedIn and even web browsers like Chrome, Safari, Edge, and Outlook can use the extension too.