Top 9 Client Management Software to Engage and Retain Customers

Client management is all about looking after your clients and ensuring they’re satisfied with your product or service. 
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Good client management focuses on communication. You need to engage and support clients consistently so they keep doing business with you. Keeping their information organized helps make your interactions effective and professional. 
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You can use tools and software to track all activities, ensuring no client feels ignored. Doing this well builds trust and loyalty, leading to more business from them and their peers.
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However, when you search for the right tool, there are too many. This article lists nine popular client management software products on the market, along with their features, pricing, pros, and cons. Compare these solutions and see which one perfectly fits your use case. 

1. Cooby

Cooby helps customer-facing teams manage clients on WhatsApp. It organizes conversations, letting your team focus on priority clients. The platform has various helpful features, such as Inbox Zero, and CRM integrations, making it a go-to solution for teams who work with clients on WhatsApp. 

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Top features

Below are some notable features of Cooby. 
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• Inbox Zero helps your agents maintain peace of mind while dealing with several client conversations on WhatsApp. 
• Notes let you add more context to the conversation and share it with the team. 
• Integrations with Salesforce and HubSpot automate administrative tasks like updating CRM with WhatsApp conversations. You can modify contact details on CRM directly from WhatsApp. 
• Message to non-contacts lets you reach out to clients in priority without saving their number.

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Pricing

Cooby offers two pricing plans: Starter and Growth. 
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The Starter plan costs $15.99 per user per month. 

The Growth plan costs $25.49 per user per month.
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What people like about Cooby: 

Cooby is easy to use and manage communication with clients on WhatsApp. The user interface is intuitive and simple to navigate. It’s an excellent WhatsApp web tool that nurtures several clients simultaneously. 
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What to look out for:

Needs a few more features. However, the team is very responsive whenever a feature request is made.
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These cons are taken from reviews on the Chrome Store page and other review websites, such as G2, Capterra, TrustRadius, and others.

2. HubSpot CRM

HubSpot CRM helps businesses keep track of their customers, sales, and services. People can quickly learn how to use it, making their work easier. It has everything you need, like keeping track of contacts, scheduling emails, and checking how well sales are doing.

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Features

• Immersive integrations with third-party apps like Gmail suite and Microsoft facilitate collaboration and seamless data flow.
• Dynamic dashboard for real-time data analytics and sales management.
• Email templates, advertisement management tools, and personalization tokens for explicit lead conversion.
• Growth forecasting tools can predict business growth based on campaign data with powerful reporting and AI-powered analysis.

Pricing

HubSpot offers a free plan. Below are some notable details about its premium plans.  
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• The Professional plan costs $90 per user per month.
• The Enterprise plan costs $150 per user per month.

What users like: Users have rated Hubspot CRM 4.5/5 on G2.com. They rely on automation, lead pipeline, contact management, and inclusive support. 
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What to look out for: Users find Hubspot’s yearly subscription unrealistic. They would prefer a half-yearly or a monthly one.

*These are from actual user reviews on G2.

3. ClickUp

ClickUp helps teams organize their work. It's versatile and fits the needs of any team, no matter the size or industry. With ClickUp, you can collaboratively plan projects, track progress, and work on client communication with shared comments and documents.  

ClickUp stands for its flexibility, and it helps users tailor the platform to their specific requirements. 
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Top features

Here are a few popular features of ClickUp:
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• Organize leads and deals. ClickUp lets you create custom stages for your sales pipeline and move deals through these stages with drag-and-drop functionality.
• Automate tasks. Assigns tasks to team members and sends follow-up reminders, reducing manual work.
• Track performance. Uses dashboards to visualize sales metrics and identify areas for improvement.
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Pricing

Below are some notable details about ClickUp’s pricing. 
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• Free. ClickUp offers free personal use for life
• Unlimited.  Available at $7 per user per month, it is suitable for small teams.
• Business. Best for medium-sized teams at $12 per user per month.
• Enterprise. For large businesses at customized pricing.
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What users like: Users have rated it 4.7/5 on G2. It has intuitive features and easy-to-use customizations. A real-time dashboard provides quick results of the marketing campaigns. 
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What to look out for: No tutorials make it hard for new users to use the platform.  

*These are from actual user reviews on G2. 
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4. Keap

Keap records every conversation you have had with your clients, making it easier for you to be in touch. It automates emails and arranges meetings seamlessly so you can focus on nurturing relationships rather than performing administrative tasks.

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Top features

Below are some of the notable features of Keap.
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• Email templates for various business needs associated with client relationship management. 
• Campaign performance analysis reports with AI-powered action recommendations for improvement.
• Workflow automation and integrations for efficient data management.
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Pricing

Keep is available for a 14-day free trial. Its Pro plan starts at $159 per user per month. 

What users like: Users have rated it 4.2/5 on G2.com. They like its versatility and up-to-date content on business trends. Email automation, chat support, and powerful integrations are its recommended features.
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What to look out for: Users are unsatisfied with its billing systems and basic customer support.

*These are from actual user reviews on G2. 
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5. Freshsales

Freshsales helps sales teams generate more leads with smart sales campaigns. Its AI bot, Freddy, keeps track of leads and scores them based on intent. You get a decluttered sales view with key insights into accounts and what’s happening in those accounts. 
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Top features

Below are some notable features of Freshsales. 
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• Automated workflows for seamless navigation of day-to-day operations.
• Its Neo platform is proprietary. It has 1,200+ apps, which serve many business needs and diversify the marketplace.
• Freddy AI is Freshsales’s AI assistant. It delivers insights to find problems and opportunities, fixes recurring issues, and uses chatbots for self-service for small issues.
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Pricing

Freshsales provides a 21-day free trial without needing any credit card details. Below are some notable details on Freshsales pricing. 
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• The Growth plan costs $9.
• The Pro plan costs $39. 
• The Enterprise plan costs $59. 
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What users like: Over 900 reviewers have rated Freshsales 4.5/5 on G2. The system impresses users with its credit score building, data analytics, lead generation, and sales management.

What to look out for: Some users have had challenges with a few custom fields. This hindered data migration and made their experience bumpy.

*These are from actual user reviews on G2.
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6. Zoho CRM

Zoho CRM stands out with its omnichannel approach and efficient lead and deal management. The platform's AI assistant, Zia, creates tailored workflows based on audit logs and regular operational history. 
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Top features

Below are some of the notable features of Zoho CRM.
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• Captures leads from all resources and consolidates every interaction, on-call or on the web. 
• Customer categorization according to high-performing products, regions, and professional sectors.
• Self-service portals for customers and vendors for timely updates of all stages of sales.

Pricing

Zoho CRM offers four subscription plans, including:
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• The Standard plan costs  $10 per user per month.
• Professional. Available at $17 per user per month.
• Enterprise. Values at $29 per user per month.
• Ultimate. Accessible at $31 per user per month.

What users like: On G2, users have rated Zoho CRM 4.1/5. It’s known for its easy integration, smooth navigation, and endless customization.

What to look out for: The AI features are only in the premium options. The mobile app is a bit slow. Email tracking has been a constant issue for users.

*These are from actual user reviews on G2. 

7. LeadSquared CRM

LeadSquared is a CRM for high-velocity sales teams. It captures leads from all sources and distributes them among your reps. All sales reps can easily collaborate on managing client relationships, making it an indispensable tool for client management teams.
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Top features

Below are some notable features of LeadSqaured.
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• A centralized communication system gives a unified view of all teams, tasks, progress, and hurdles in operations.
• Omnichannel marketing suite for piping leads from multiple sources such as WhatsApp API and social media into one channel.
• SIERA is LeadSquared’s AI reporting tool that presents custom reports to meet users’ needs.

Pricing

 It’s  available in 2 broad categories as listed below
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• Sales execution CRM. Accessible in three packages: Lite ($15), Pro( $30), and Super ($60).
• CRM for marketing automation comes in three packages: Basic ($300), Standard ($600), and Enterprise ($1800).
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What users like: Users on G2.com rated it 4.6 out of 5. LeadsquaredCRM has an edge in its lead lifecycle system, fast mobile access, and easy API links.

What to look out for: The user interface is flawed; it's slow to customize and has many downtimes.

*These are from actual user reviews on G2. 
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8. Drip

Drip offers email marketing tools powered by automation that come in handy while managing several clients at scale. You can set up product newsletters and various product-related messaging for your clients, engaging them at the right stages to ensure retention.

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Top features

Below are some of the notable features of Drip.
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• Trait-specific lead segmentation for quick identification of product-oriented users.
• Exclusive insights on each marketing action for further improvement.
• Automated pop-ups to cater to users who are unreachable on social media and emails.
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Pricing

Drip offers customizable pricing plans based on the volume of the email list. It starts at $39. 

What users like: Drip has a 4.4/5 rating on G2.com.  People talk a lot about its lead funnel customization and tagging tools.

What to look out for: The lack of telephonic customer support and frequent automation bugs frustrate many users.

*These are from actual user reviews on G2.
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9. Pipedrive

Pipedrive makes it easier to handle client relationships. It lets you see all your deals and where they stand so you can focus on the right ones. The tool lets you automate the routine work, like sending emails or setting reminders, so you never miss a beat with a client. 
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Pipedrive features

• More than 400+ integrations, including Microsoft Teams, LinkedIn, Slack, and Zoom, are needed to automate the lead pipeline.
• Intuitive email automation that builds, segments, and analyses all in one go for cataloging products as per demand.

Pricing

Pipedrive is available in five different annual plans with a free 14-day trial. Along with plans, it also offers add-ons for variable pricing.
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• Essential costs $9 per user per month.
• Advanced costs $19 per user per month.
• Professional costs $39 per user per month.
• Power costs $49 per user per month.
• Enterprise costs $59 per user per month.  

What users like: Users grade Pipedrive as 4.2/5 on G2.com. They like its low cost, flexible cloud CRM, easy interface, and strong sales tools. 

What to look out for: People find some lag in the mobile functionality and technical support.

*These are from actual user reviews on G2. 

Make the right choice

While considering your options, avoid getting lost in desirable features and capabilities. Stay focused on what your business truly needs and assess solutions accordingly.

Ideally, you should look for tools that make it easier for you to communicate with the client based on past interactions. Consider a client management tool that keeps conversations organized and gives you the mind space to nurture every relationship with attention and care.

When you’re managing these relationships on WhatsApp, you’ve got to give Cooby a chance! 

Try Cooby for free!