Client management software (CMS) has revolutionized the way businesses maintain relationships, streamline processes, and enhance overall productivity. Whether you're a small business owner or a large corporation, the right CMS can transform your operations. 

This blog explores the top 20 client management software solutions, detailing their key features and benefits based on client reviews and industry standards.

What is Client Management Software?

Client management software, often referred to as Customer Relationship Management (CRM) software, is a tool that helps businesses manage interactions with current and potential customers. It centralizes customer information, tracks interactions, and supports the management of sales, marketing, customer support, and other business processes.

Benefits of Using a Software to Keep Track of Clients

1. Centralized Information: All client data is stored in one place, making it easily accessible to authorized personnel.

2. Improved Customer Relationships: With detailed client histories, businesses can personalize interactions and improve customer satisfaction.

3. Enhanced Productivity: Automation of repetitive tasks allows employees to focus on more critical activities.

4. Better Data Analysis: CRM systems provide valuable insights into customer behavior, sales trends, and campaign performance.

5. Scalability: As businesses grow, CRM systems can scale to accommodate increasing data and user demands.

6. Collaboration: Teams can collaborate more effectively with shared access to customer information and communication tools.

Top 20 Software to Keep Track of Clients

Choosing the right client management software can significantly impact your business’s efficiency and customer satisfaction. The options listed below offer a range of features tailored to different business needs.

Let’s start:

1. Insightly

Combines CRM with project management capabilities, offering workflow automation, third party integrations, and email tracking.

Key Features:

  • Project management
  • Workflow automation
  • Third party integrations
  • Email tracking

2. Salesforce

A highly customizable CRM platform known for its advanced analytics, integration capabilities, and scalability, making it suitable for businesses of all sizes.

Key Features:

  •  Customizable dashboards
  •  Advanced analytics
  •  Integration with numerous third party applications
  •  Mobile accessibility

3. HubSpot CRM

A userfriendly CRM that offers a free basic version with features like email tracking, pipeline management, and seamless integration with HubSpot's marketing tools.

Key Features:

  • Free basic version
  • Email tracking and notifications
  • Pipeline management
  • Integration with HubSpot’s marketing tools

4. Cooby

A unique CRM focused on WhatsApp communication, providing customizable workflows, integration with various tools, and automated followups.

Key Features:

Client Reviews:

Cooby is appreciated for its unique focus on WhatsApp communication and automation features.

5. Zoho CRM

An affordable CRM solution with AI powered sales assistant, multichannel communication, workflow automation, and customizable reports and dashboards.

Key Features:

  • AI powered sales assistant
  • Multichannel communication
  • Workflow automation
  • Customizable reports and dashboards

6. Pipedrive

A simple, intuitive CRM focused on sales processes with features like sales pipeline visualization, email integration, activity reminders, and customizable stages.

Key Features:

  • Sales pipeline visualization
  • Email integration
  • Activity reminders
  • Customizable stages

7. Microsoft Dynamics 365

A comprehensive CRM and ERP solution offering seamless integration with Microsoft products, AI driven insights, customizable workflows, and robust customer service tools.

Key Features:

  • Seamless integration with Microsoft products
  • AI driven insights
  • Customizable workflows
  • Comprehensive customer service tools

8. Freshworks CRM

Known for its ease of use, Freshworks CRM offers lead scoring, builtin phone and email, AI based lead generation, and customizable sales pipelines.

Key Features:

  • Lead scoring
  • Built-in phone and email
  • AI based lead generation
  • Customizable sales pipelines

9. SugarCRM

Offers extensive customization and powerful analytics tools, with features like customizable dashboards, advanced reporting, marketing automation, and AI powered insights.

Key Features:

  • Customizable dashboards
  • Advanced reporting
  • Marketing automation
  • AI powered insights

 10. Monday.com

A versatile project management tool that also serves as a CRM, with visual project management, workflow automation, customizable templates, and collaboration tools.

Key Features:

  • Visual project management
  • Workflow automation
  • Customizable templates
  • Collaboration tools

11. Copper

A CRM designed for Google Workspace users, offering native integration, pipeline management, contact tracking, and task automation.

Key Features:

  • Native integration with Google Workspace
  • Pipeline management
  • Contact tracking
  • Task automation

12. Bitrix24

A comprehensive suite that includes CRM, team collaboration tools, task and project management, marketing automation, and document management.

Key Features:

  • Team collaboration tools
  • Task and project management
  • CRM and marketing automation
  • Document management

13. Keap 

Offers robust automation for sales and marketing, email marketing, appointment scheduling, and sales pipeline management.

Key Features:

  • Email marketing
  • Automation for sales and marketing
  • Appointment scheduling
  • Sales pipeline management

14. Streak

A CRM that integrates directly with Gmail, providing email tracking, pipeline management, and customizable workflows within your email inbox.

Key Features:

  • Integration with Gmail
  • Email tracking
  • Pipeline management
  • Customizable workflows

15. Nimble

A CRM that integrates well with social media, offering contact management, sales pipeline management, and task management, known for its simplicity.

Key Features:

  • Social media integration
  • Contact management
  • Sales pipeline management
  • Task management

16. Agile CRM

A full-featured CRM with marketing automation, helpdesk functionality, social suite, and web engagement tools, known for its affordability.

Key Features:

  • Marketing automation
  • Helpdesk functionality
  • Social suite
  • Web engagement tools

17. Apptivo

Offers a versatile set of tools including sales tracking, project management, marketing automation, and customer support, with extensive integration options.

Key Features:

  • Sales tracking
  • Project management
  • Marketing automation
  • Customer support

18. Nutshell

An intuitive CRM with contact management, sales automation, reporting and analytics, and team collaboration tools.

Key Features:

  • Contact management
  • Sales automation
  • Reporting and analytics
  • Team collaboration tools

19. Capsule CRM

A simple and user-friendly CRM offering contact management, task management, sales pipeline management, and third party integrations.

Key Features:

  • Contact management
  • Task management
  • Sales pipeline management
  • Third party integrations

20. Less Annoying CRM

Designed for small businesses, it offers a simple user interface, contact and lead management, calendar and task management, and email logging at an affordable price.

Key Features:

  • Simple user interface
  • Contact and lead management
  • Calendar and task management
  • Email logging

Whether you need robust analytics, seamless integrations, or simple contact management, there's a solution on this list for you. Investing in the right CMS will not only help you keep track of clients but also foster stronger relationships, drive sales, and streamline your business operations.

Explore these options, consider your business requirements, and select the CMS that aligns best with your goals. With the right tool in place, you can transform your client management processes and propel your business to new heights.

Software to Keep Track of Clients - FAQs

Which type of software should be used to keep track of clients?

Customer Relationship Management (CRM) software should be used to keep track of clients. CRM systems help businesses manage interactions with current and potential customers, providing tools for contact management, sales management, productivity, and more.

If you are using WhatsApp, then Cooby is the way to go. You can easily integrate it with Hubspot and Salesforce CRM. If you don't use WhatsApp, then Salesforce.

What is a good free program to keep track of clients?

HubSpot CRM is a highly recommended free program to keep track of clients. It offers robust features at no cost, including contact management, email tracking, and pipeline management.

How to keep track of client info?

Keeping track of client information involves several steps:

  1. Centralized Database: Store all client information in a centralized CRM system.
  2. Regular Updates: Regularly update client information to ensure it is current.
  3. Segmentation: Segment clients based on criteria such as demographics, purchase history, or engagement levels.
  4. Automated Reminders: Use CRM tools to set up automated reminders for follow-ups and important dates.

How do you track your customers?

Customers can be tracked through various methods:

  1. CRM Systems: Utilize CRM software to track customer interactions, sales, and support tickets.
  2. Analytics Tools: Use analytics tools to monitor customer behavior on websites and apps.
  3. Email Tracking: Implement email tracking to see when customers open emails and click on links.
  4. Social Media Monitoring: Track customer interactions and mentions on social media platforms.

What type of software do salespeople use to track?

Salespeople typically use Sales Force Automation (SFA) software and CRM systems to track their activities. When your team uses WhatsApp to communicate with Clients, Cooby is the right tool for you!

These tools and methods ensure efficient client tracking, better customer relationship management, and improved business outcomes.

"Cooby created a massive impact on our business. Our teams became more efficient and effective in managing clients on WhatsApp."

Pascal Lammers
Head of Digitization, Mission Mittelstand GmbH

Sobre o autor

Dani M.A
SEO Expert

She loves browsing the web, discovering emerging trends, and exploring the latest marketing tools. She is always up-to-date with the latest developments in SEO, social media, and content strategies. Besides digital pursuits, she trains for triathlons and enjoys trying unusual foods.

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