Best Client Management Software

Ever since Customer Relationship Management Systems (CRMs) and Client Management Software entered the market, how enterprises manage customer relationships has never been the same. Organization-wide policies could be set in regard to interactions with clients which could be tracked and monitored giving greater control over the sales cycle.

Many modern sales teams use CRM platforms to manage interactions with customers and prospects through one centralized user interface.

Here is our list of the best Client Management Software:

  1. Bitrix24 Our top pick on this list. Free client management software that’s easy to use with automated sales funnels, automation rules, alerts, integrations, and more.
  2. Salesforce Sales Cloud CRM software with custom dashboards and reports, automatic lead data updates from third-party sources, integrations, and more.
  3. Zoho CRM Custom relationship management software with automated workflow rules, real-time analytics, custom reports, integrations, and more.
  4. Freshsales CRM Client management software with dashboard, reports, automatic lead data updates, workflow automation, integrations, and more.
  5. Hubspot CRM Free client management tool with a real-time dashboard, reports, integrations, templates, and more.
  6. Apptivo Free client management software with dashboards, automatic lead creation, integrations, and more.

The Best Client Management Software

The list and reviews below include CRM solutions that provide comprehensive client management experiences, that are easy to use with customization, automate tasks, and integrate well with external tools.

What should you look for in a client management system for your business? 

We reviewed the market for client management software and analyzed tools based on the following criteria:

  • A central database that holds all corporate information on customers
  • Collection of information about past, present, and potential clients
  • Views showing different levels of data to different work roles
  • Instant access to the customer database
  • Customer sales records
  • A free trial, a free version, or a free demo for a no-risk assessment
  • Value for money in a paid tool or a free tool that is competently written.

With these selection criteria in mind, we looked for client management systems that ensure all client contact events are recorded and all salient information about individuals and businesses who are past, present, and potential customers are readily available.

1. Bitrix24

Bitrix24

Bitrix24 is a free client management software that is available in the cloud and on-premises. it’s been designed with sales teams firmly in mind and is packed with features designed to help you turn prospects into loyal customers.

Key Features

  • Cloud and on-premises options
  • Free option available
  • Storage included with cloud editions
  • Team collaboration tools
  • Customer contacts database

There is a sales funnel view that breaks down the percentage of customers In Development, Waiting for Details, Proposal/Price Quote, Negotiation/Review, and Closed Won. The feature helps you to see where your sales process could be improved.

Automated sales funnels streamline the customer management process. Likewise, automation rules allow you to set automated responses to leads. Automated responses include email, SMS, or IM notifications, changing the status of a deal, creating an entry to calendar schedule, and more.

One of the great things about Bitrix24 is that it’s available for a range of platforms. There are desktop apps for Windows and Mac, and mobile apps for Android and iOS, meaning you can use it on most devices. It also comes with integrations for services like Slack, Skype, Office365, Xero, Zapier, Quickbooks, and more. You can also use the REST API to create your own custom applications.

Pros:

  • Completely free
  • Easy to use, great for beginners
  • Offers automated rules, customizable alerts, and in-depth integrations
  • Highly visual platform

Cons:

  • Can take time to fully explore all features and options

Bitrix24 gives you a choice between cloud-based or on-premises services. All cloud packages include free storage space. There are four plans available: Free, Basic, Standard, and Professional. The Free edition allows unlimited users and includes 5 GB of cloud storage. You get more features with successively higher plans and so they are progressively more expensive. The Basic plan allows five users and includes 24 GB of storage space – that costs $30 (£22.65) per month. The Standard plan allows 50 users and includes 100 GB per month with a price of $60 (£45.29) per month. The Professional edition costs $120 (£90.59) per month; it has no limit on the number of users and it includes 1024 GB of cloud storage space. Access the Free plan to try out the system.

2. Salesforce Sales Cloud

Salesforce sales cloud

Salesforce Sales Cloud is a CRM tool that provides sales teams with everything they need to manage leads. You can view an overview of contacts and your communication history to help you better understand your customer’s priorities. You can even generate data from a customer’s Facebook, Twitter or LinkedIn in-app.

Key Features

  • A full CRM
  • Mobile apps
  • Contact management
  • Follow-up workflows

The platform automatically updates contact and lead data from external data sources. The integration of data helps to develop more sophisticated customer profiles so you can deliver a better experience for your customers.

You can view customer insights through intelligent displays that provide visualizations displaying customer preferences. For example, you can view a pie chart of Customers using Microsoft On-Premise. You can also build sales forecasting reports with drag-and-drop so you can see how your sales team is performing.

Pros:

  • Supports both PC and mobile devices
  • Can integrate customer data and communications from other platforms
  • Easy to customize workflows
  • Great for success management teams

Cons:

  • More suited for larger businesses

Salesforce Sales Cloud is recommended to enterprises looking for a CRM solution that provides enhanced visibility into the sales process and the preferences of leads. The tool is available as a web-based application or as an app for iOS and Android. Prices start at $25 (£19.50) per month. There is also a free trial version.

3. Zoho CRM

Zoho CRM

Zoho CRM is a customer relationship management software that uses AI and automation to make the custom management process more efficient. Users can configure automated workflow rules to automatically respond to trigger conditions with specific tasks. For example, you can send a welcome email once the user completes a certain action.

Key Features

  • AI-driven
  • Live analytics
  • Mobile app

To help you make better decisions, Zoho CRM has real-time analytics. Choose chart templates to determine what data visualizations will be used to display your information and create custom reports on sales trends, activity, performance, and more. Reports can be exported as Excel, CSV, and PDF files.

The platform integrates with many third-party services including Slack, Office365, G Suite, Shopify, MailChimp, Facebook Ads, and more. If you don’t have the integration provided then you can build a custom extension for free and add it to the Zoho marketplace.

Pros:

  • Excellent data visualization and reporting capabilities
  • Uses artificial intelligence to help create insights from customer data
  • Automation makes it easy to build workflows and follow-ups

Cons:

  • Would use a longer trial period

Zoho CRM is one of the most popular CRM solutions on this list because it’s easy to use and competitively priced. It has a sizable body of integrations and custom monitoring features enabling it to adapt to the needs of most users. The platform is available as a web-based application and as an app for iOS or Android. Prices start at $14 (£10.57) per user per month when paid annually or $20 (£15.10) if paid monthly. The highest plan, called Ultimate, costs $52 (£39.26) per month per user on the annual payment plan, or $65 (£49.07) month-to-month. You can start the 15-day free trial.

4. Freshsales CRM

Freshsales CRM

Freshsales CRM is a client management software with a built-in email and phone. Through the dashboard, you can view an overview of customer conversations and deals. A lead scoring feature ranks your leads according to their level of engagement and how much they interact with your company. Leads with the highest score are those likely to be the readiest to make a purchase.

Key Features

  • Free edition
  • Workflows with conditional branching
  • Click-to-call

Automation makes the program very easy to manage. Freshsales CRM automatically updates contact data based on social media details and other public information so you don’t need to do it manually. Similarly, workflow automation allows you to create if-then rules to set trigger conditions for automated actions. Actions include sending an email or updating existing data.

The software also supports a range of integrations. Third-party services supported by the program include Freshdesk, Freshmarketer, Freshchat, Freshconnect, Freshcaller, Google Calendar, Mailchimp, Segment, Office 365, Hubspot Marketing, Zapier, Quickbooks, and more.

Pros:

  • Can call and email contacts directly within the CRM
  • Better suited for lead nurturing
  • Offers automation with conditional logic features

Cons:

  • Better suited for sales teams

Freshsales CRM is an excellent alternative for those who want a cost-effective CRM with efficient automation options. You can even manage customer relationships through the mobile app for iOS and Android. There are four editions of Freshsales CRM: Free, Growth, Pro, and Enterprise. The Growth edition costs $15 (£11.32) per user per month when billed annually or $18 (£13.59) on the monthly payment plan. You can download the 21-day free trial.

5. Hubspot CRM

Hubspot CRM

Hubspot CRM is a free client management tool for sales teams that provides a dashboard for real-time visibility into the sales process. Through the dashboard, you can monitor the performance of team members, sales, contacts and more. To keep contact data up to date Hubspot CRM takes information from over 20 million businesses so that you have all the information you need to provide top-notch service.

Key Features

  • Free to use
  • Provides a contact database listing 20 million businesses
  • Tracks the sales pipeline

The onboard communication features are particularly useful. You can engage with live chat with users and manage customer communications through a shared-team email. Through one inbox an entire team can communicate with customers and assign messages to other users to respond efficiently. If a customer has a problem then you can use tickets to respond faster.

Integrations for Gmail and Outlook send you notifications when leads open up your emails. You can then use an email-template to follow up quickly with personalized communications. If the client is interested then you can use meeting scheduling to set a slot aside to have a conversation.

Pros:

  • Completely free with no restrictions
  • Can manage and track your sales pipeline
  • Integrates into popular platforms such as Gmail and Outlook

Cons:

  • Lacks some enterprise features found in paid tools

Hubspot CRM is a product that’s a must-have for enterprises looking for a low-cost CRM that’s scalable. Hubspot CRM is completely free and supports an unlimited number of users with no restrictions. You can sign up for the software for free.

6. Apptivo

Apptivo

Apptivo is a free CRM platform that allows you to manage leads and customers with ease. With Apptivo, you can embed forms on your website and the program will automatically create new leads once a prospect fills out the form. Alternatively, you can import manually or import via CSV. The software is completely customizable, giving you control over the onscreen layout.

Key Features

  • Free edition available
  • Contact for creator
  • Team performance tracker

For monitoring sales, Apptivo comes with a range of visualization options. Through the dashboard, you can monitor the performance of individuals and your entire sales team. Displays like dials help you to make sense of the data and show you information such as Projection and Attainment.

The tool also has integrations for services like G Suite, Office, 365, Slack, Quickbooks, Xero, Google Calendar, WordPress, and more. Each integration offers different features. For example, you can sync Apptivo with Google Calendar to schedule events in both services.

Pros:

  • Can management sales progress per team or individual staff member
  • Integrates into a wide range of solutions
  • Offers five flexible subscription packages

Cons:

  • Lacks some enterprise features found in paid tools

Apptivo is a reliable mid-level tool for monitoring prospects and customers. There are four editions of Apptivo: Starter, Lite, Ultimate, Premium, and Enterprise. The Starter edition is free forever. It includes 500 MB of cloud storage space. The cheapest paid plan, Lite, includes 1 GB of cloud storage space per user at a price of $8 (£6.04) per month when paid annually or $10 (£7.55) per month on the month-to-month plan. You can sign up with a 30-day free trial.

Choosing client management software

An enterprise that builds a close relationship with customers and their priorities is inevitably more successful than one that doesn’t. Client management software makes the customer management process easier by giving you a single pane of glass to gather data and discover what’s important to your customers.

Our editor’s choice for this article is Bitrix24 because it’s free with ample automation and integrations. Other notable tools include Salesforce Sales Cloud and Zoho CRM, as they offer a competitively priced service with a high degree of visibility over sales performance and leads.

Client management software FAQs

What is a client management system?

Clent management systems are better known as client relationship management packages or CRM. This type of software stores records of contacts with outside individuals or businesses whether or not a sale has occurred yet. The purpose of these systems is to collect together all intelligence regarding this current, past, or potential client, including all contact events made with that person or business.

What is the best free client management software?

There a number of excellent free client management systems available (and featured in this post). Check out Bitrix24, Hubspot CRM, and Apptivo.

What is the best free client management software for realtors?

Realtors will benefit from the client management features in Bitrix24, Hubspot CRM, and Apptivo. However, client management systems that specifically market to the realtor market include Freshworks Freshsales, which has a free edition, and Zillow Premier Agent, which is a set of free tools available to brokers who list their properties on the Zillow network.