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Top 10 Best Client Management Tools in 2023


Spending more time logging into different software to keep track of your customers than actual front-line work? So, it is time you need to make a move to the client management tools. 

At the heart of any business is one primary goal placed: provide solutions for clients’ pain points. To do so, they have to handle multiple customer-related processes. If it is not handled properly in the sales process, there might be lost sales.

Although the process regarding customers’ trouble spots may seem simple, it is quite complex. According to this study, it can be categorized into four main pain points: financial, productivity, process and support. Reviewing each clients’ pain points in these categories allows you to start thinking about how to position your company or product as a solution to your prospect’s problems and what is needed to keep them happy. 

Also, you can easily fix these pain points with client management software. It is available to help businesses manage relationships with their clients and also potential customers.  It also enables companies to automate repetitive activities, allowing the team to focus on higher-priority tasks.

In this article, we will go through the 10 best client management tools in the market and also help choose which one would be the best CRM tools for small businesses.

Client management tool helps you in managing sales, simplify operations, and arrange targeted customer conversations. As a result, businesses may better serve their consumers, cultivate stronger client relationships, and increase profits. But client management software is not a one-size-fits-all solution. Every business has different needs, and each client management system has its own standout features.

Also, client management tools enable businesses to manage their connections with future and existing consumers in a seamless manner.

Best Client Management Tools in 2023

Client management tools have a wide variety of choices. Some of them could apply to different areas. This is where client management software steps in to organize and make your business life easy.

Here are some of the best tools for your sales reps;

  • Hubspot CRM
  • Pipedrive
  • Salesforce
  • Keap
  • Zoho CRM
  • Insightly
  • Freshworks CRM
  • Zendesk
  • Capsule
  • monday.com

Hubspot CRM

HubSpot CRM is an all-in-one client management software to help grow your business. It is adaptable, unified, and simple to use. HubSpot provides solutions like email tracking and notifications, prospect tracking, meeting scheduling, and even live chat so you can stay in touch with your most critical customers.

HubSpot CRM can allow you to spend less time logging notes and more time creating relationships. 

This platform offers a free version that consists of the lite version of its paid CRM tools. Whether you are a small team or a large corporation, HubSpot gives you access to tons of functional features to start building your customer database with no time restriction or expiration date. 

hubspot-client-management-tools
Resource: HubSpot CRM

Here are some of the standout features of HubSpot’s client management software: 

  • Contact management
  • Deal stages
  • Daily dashboards
  • Task management lead
  • Automated data capture
  • Real-time reporting

Pipedrive

Pipedrive is knowns as one of the best client management tools in the SaaS tool industry. The features include pipeline management, web forms, chatbots, workflow automation, and AI-powered sales help. Through workflow automation, you will be able to automate repetitive tasks.

Pipedrive’s AI sales assistant is a one-stop solution as it not only provides training to your sales staff but also employs algorithms to analyze their previous performance and provide them with specific insights and automation recommendations. 

pipedrive-client-management-tools
Resource: Pipedrive

Here are some of Pipedrive’s CRM software features include:

  • Sales automation
  • Lead management
  • Insights and real time reports
  • Contact management
  • Sales pipeline management

Salesforce

Salesforce provides a cloud based CRM software that can track customer information and interaction from one place. Salesforce CRM is one of the best client management systems for overseeing your company’s marketing and sales processes. It offers robust sales automation, contact management, and marketing attribution tools.

One of Salesforce’s most useful products is its sales forecasting tool. You can obtain a real-time picture of all your sales reps’ forecasts using sales forecasting.

salesforce-client-management-tools
Resource: Salesforce

It allows you to examine your company’s full pipeline, grouped by sales reps, so you can determine who your top performers are. You can set realistic targets and tackle problems before they affect your revenue by measuring and forecasting your sales. 

Let’s see some of the best features the client management system offers:

  • Pipeline management and sales forecasting
  • Contact management
  • Quote management
  • Lead management
  • Dynamic dashboard and custom reports
  • Seamless email integration

Keap

Keap is another of the best client management tools that keep track of all customer communications, marketing, payments, and activities in one place. The client management software drives to collect more leads and convert more clients.

Customs forms by Keap provided can be embedded right onto your website landing pages, and they automatically trigger specific actions. So, your sales marketing and support teams can follow up on time, any time. 

keap-client-management-tools
Resource: Keap

Keap’s email and SMS marketing solutions assist you in segmenting your leads into prospects depending on specified criteria. It even offers a form builder that allows you to design custom forms that can be immediately integrated into your website. It takes action automatically to ensure follow-up!

Sum up the features that the client management system offers:

  • Sales prospecting
  • Custom forms creating
  • Pre-written emails
  • Advanced reporting
  • Automated lead capturing
  • Landing page builder

Zoho CRM

One of Zoho CRM’s strongest features is multichannel communication with clients. Because this feature enables the sales teams to connect with customers, wherever they are. The Zoho CRM also provides a robust system to automate and analyze your business’ sales functions, manage leads, customer activities and forecast sales trends.

Sales reps can contact prospects through multiple channels including telephone, email, live chat, social media, and web forms. Plus, it allows sales reps to measure the effectiveness of their communication, finding the best time and channel to reach prospects.

zoho-crm-client-management-tools
Resource: Zoho CRM

Track lead activity, customer buyer preferences and access price lists or documents without switching applications across multiple devices with Zoho’s all-in-one client management software.

Check out the following list to see some of the key features of Zoho’s client management software:

  • Pipeline management
  • Lead scoring
  • AI-powered insights
  • Customizable dashboards and reports
  • Multifarious integrations

Insightly

Insightly makes it simple to handle prospects and customers. It provides a platform to build custom apps with validation rules, calculated fields, workflow automation, dashboards and reports.

With relationship linking and lead routing, your sales reps can follow up on warm leads right away. For example, leads are automatically routed to sales reps in real time depending on their activity, including emails, phone calls, or interactions with a marketing campaign.

insightly-client-management-tools
Resource: Insightly

Shortly, Insightly helps you build a clear view of an organization’s structure and interaction with your brand.

Here are some of the highlighted features the CRM app provides:

  • Send and track emails
  • Lead routing
  • Record linking
  • Enterprise-grade reports
  • Workflow automation

Freshworks CRM

Freshworks CRM, a client management tool, offers pipeline management, lead scoring, AI-powered insights, and built-in phone and email.

The built-in phone and email ability is the best features Freshworks provides. Rather than integrating with other platforms, your reps can make calls, send emails, and get in touch with prospects right in the CRM. To call prospects, you can purchase local and toll-free numbers inside Freshworks, and assign them to sales reps, so they have a unique phone line.

freshsales-crm-client-management-tools
Resource: Freshworks CRM

Furthermore, since communication happens right in the CRM, it is automatically logged. Once the calls, emails, and any other activity are logged for you, you can eliminate timely manual data entry.

Some of the key features are:

  • Pipeline management
  • Lead scoring
  • AI-powered insights
  • In-built audio calls
  • Sales reports
  • In-depth reports

Zendesk

Zendesk is a customer service software that also offers customer management solutions to improve communication and relationship with customers. The unique feature is the focus on bringing closer sales and support teams.

It is an integrated sales tool for tracking customers’ communication history, streamlining daily sales activities, and monitoring each prospect as they move through the sales funnel.

zendesk-client-management-tools
Resource: Zendesk

The highlighted features include:

  • Contact management database
  • Sales reporting and analytics
  • Integrations
  • Sales prospecting

Capsule

Capsule is a client management tool that offers contact management, sales pipeline, and task management. It is ideal for startups as it has great lead management features and email integration ability.

The most unique feature is the deep customization Capsule facilitates. You can add custom fields to your business records, custom tags to categorize contacts based on your business needs, custom sales milestones to fit your process and custom lists of contacts based on filters.

capsule-client-management-tools
Resource: Capsule

Here are some of its best features:

  • Highly customizable sales pipelines
  • Insightful sales analytics
  • Calendar and task management tools
  • Log activity and contact history
  • Reminder follow-up tasks

monday.com

monday.com is a workflow and team management solution that helps efficiently manage leads, customer relationships, sales pipelines, and tasks all in one place.

With lead management, you can create forms directly on monday.com and place them on your website. Then, the submissions will be collected directly to your monday.com board, and the tool will save all your contacts’ data and activity, including calls, emails, and meetings.

Additionally, monday.com can be used to manage all kinds of clients. It has a functionality that will let you create a CRM board so that all your client’s information will be centralized. It will be a completely customizable layout.

monday-client-management-tools
Resource: Monday.com

This software has features and functionalities to help you create total transparency for your clients. It will save a big time of your day that you were spending updating your clients on the project status, preparing for a weekly status meeting or creating a monthly report.

Here are some of the features monday.com CRM provides:

  • Sales pipeline management
  • Contact management
  • Centralized data review
  • Lead scoring
  • Customized sales funnels
  • User-friendly interface 
  • Task management

Wrapping Up

Client management is one of the most important aspects of a successful business. As we already mentioned before, a happy client is a loyal one and can spread the word about your business and it can help increase your sales instantly.

While evaluating client management software applications can seem intimidating, it is important to find the unique features of each one, so you can find the one that will work best for your business.

So, make sure that your chosen software has all the most important client management features for your business, such as contact management, sales pipeline dashboard and sales automation.

We hope this list of the best client management tools helps you determine which platform is the most suitable for your needs. Now all you have to do is, pick the one that suits your business and get to work! Go make your clients happy!

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