7 Best Client Management Tools You Need to Be Successful in 2021

Jun 2, 2021 | Customer Service Tips, Latest post

“There’s only one boss. The customer. And he can fire everybody in the company from the chairman on down simply by spending his money somewhere else.” – Sam Walton. 

 

Businesses that fail to understand this simple fact end up going out of business. That’s the harsh reality. If statistics are to be believed, an unhappy customer shares his experience about a business with 9 to 15 people on average. Just imagine the damage this negative word of mouth could do to your brand.

 

This is the reason they say a happy client is the ultimate measure of success for a business.

 

  • Happy clients never leave.
  • A happy client returns for more.
  • Happy clients bring in more, new customers.

 

Therefore, it makes a lot of sense to invest your efforts in managing your clients successfully so that they can continue to bring the aforementioned benefits to your business. But, how do you do that?

 

a workplace using the best client management tools

 

Having a team of dedicated service professionals is one step. However, simply having a good team is not enough in today’s breakneck competition. You need to empower your team with the best tools and technology so that they can thrive. This is where client management tools come into the picture. And that’s exactly what we will be discussing today.

 

 

7 Best Client Management Tools For Successful Businesses

 

 

So, if you’re looking to ramp up your client success, these are the 7 best client management tools to help you do just that.

 

 

ProofHub

 

ProofHub is a leading management software that is built to simplify the way businesses are run. By empowering teams to plan, collaborate, and keep things organized from one place, ProofHub ensures that businesses can get the best out of their workforce.

 

ProofHub has an easy-to-use interface that doesn’t requires too much learning. It comes with three existing roles i.e. Admin, Owner, and User, and you can create custom roles as per your requirements.

 

ProofHub helps you to keep all your project information organized and centralized so that you don’t mess things up at any point. Collaboration between remote team members becomes easy with an in-built chat app and a dedicated space for discussions. Whether you are working in-house or remotely, managing teams becomes a lot easier with ProofHub.

 

One of the best things about ProofHub is its handy online proofing tool. It lets you easily get feedback from clients on creative files. They can suggest changes using markup tools, and approve design files with a single click.

 

Here are some of the powerful features of ProofHub:

 

  • Custom workflows and kanban boards
  • Gantt charts
  • Time tracking and timesheets
  • Custom reports
  • File sharing
  • Third-party integrations

 

Pricing: Ultimate control plan with unlimited users and projects available at just $89 per month (billed annually).

 

 

10to8

 

10to8 is a lot more than just a simple business appointment scheduling software. The software not only helps you build better relationships with your clients by easily scheduling appointments but also lets you stay in complete control of your employees with its reporting feature.

 

The scheduling platform is fully compliant with HIPAA and GDPR. More than 50,000 businesses use the platform to streamline the way they can handle their clients, teams and also manage their schedules.

 

appointment scheduling software by 10to8

 

Here are the major features of 10to8 that make it a wonderful software:

 

  • Automatic appointment reminders
  • Online appointment booking and scheduling
  • Easy staff handling with features like rota management, audit logs, and access controls
  • Instant calendar updates
  • Reporting and analytics

 

Pricing: There’s a free version available and paid pricing plans start from $9.6 per month.

 

 

HubSpot

 

HubSpot is a market leader CRM software that has simplified the ways teams manage their work. HubSpot offers pretty decent free options in its Sales, Marketing, and Service CRM.

 

From its training resources to learning guides and online library, you can find all the help needed to set up and run the CRM without breaking a sweat. The free version offers templates for marketing plans, invoices, and even email signatures.

 

If you run a small business and don’t want to spend money on CRM, then the free version of HubSpot’s client management tools is just perfect. Besides, we all know that HubSpot offers one of the most extensive online training libraries, so you can benefit from that as well.

 

HubSpot offers the following features in its CRM software:

 

  • Easy importing of contact lists
  • Ticketing feature for customer service teams
  • Email and prospect tracking
  • Ad management
  • Chatbot builder and live chat tool
  • Detailed reports offering full visibility of sales activity, team productivity, and performance

 

Pricing: As mentioned above, there are some amazing free options available, besides their paid versions (with different pricing plans for different teams).

 

 

Zoho

 

A winner of the PCMag’s business choice award, Zoho is definitely one of the smarter options available in the market. With powerful analytics and salesforce automation features integrated within the software, Zoho is an option you must try.

 

The software focuses specifically on building better processes with options like Sales process builder. The software also offers some amazing customization options like layouts, modules, and custom fields.

 

Zoho’s CRM also has an AI-powered sales assistant named Zia that allows you to detect data anomalies, predict sales outcomes, and a lot more. It has a user-friendly interface and is loved by teams from more than 180 countries, making it one of the most popular options available in the market today.

 

Let’s take a look at the features that you get in Zoho CRM:

 

  • Customizable dashboards and reports
  • Marketing attribution tools
  • Easy monitoring with powerful analytics
  • Performance management features like forecasting and territory management
  • AI-powered task automation
  • Connect with your clients across all channels; be it email, social media, telephone, or more

 

Pricing: Paid plans start at $14 per user per month (billed annually).

 

 

Salesforce

 

One of the most popular CRMs in the market, Salesforce has gone on to carve a niche for itself. Their Customer 360 platform offered by Salesforce is dedicated completely to exceptional customer service and connects all the aspects like sales, marketing, commerce, and IT together in one place.

 

The best thing about this portal is that it lets you build customized solutions for your business according to your needs. Besides this, the beauty of Salesforce CRM lies in its scalability. Not only is the software customizable, but it can also be easily scaled to meeting the requirements of growing teams and businesses.

 

The software also integrates powerful AI features and advanced analytics into the system. Here’s a look at some of the features that you can get with Salesforce CRM:

 

  • Easy contact and lead management
  • Sales forecasting
  • Workflows and approvals
  • Sales data and intelligence
  • File sharing
  • Email integration

 

Pricing: Paid plans start from $25 per user per month (billed annually).

 

 

Pipedrive

 

If you are running a small business, and need cost-effective client management tools, then Pipedrive should be the go-to option. As a CRM tool, Pipedrive is highly visual and lets you easily automate repetitive tasks.

 

pipedrive is one of the best client management tools

 

One of the best things about Pipedrive is the easy-to-use interface, which makes it a highly popular option. Using Pipeline, you can manage your leads, track communications like emails, calls and message history, and a lot more.

 

The software also offers powerful analytics and reporting capabilities as well.

 

Here are some of the top features that you can expect to get in a paid plan for Pipedrive CRM:

 

  • Sales pipelines with custom fields
  • Option easily import, add or collect leads data
  • Web forms and live chat features
  • Contact management with full timelines of contact history
  • Meeting scheduler and activity calendar
  • Workflow automation
  • Customizable reports and interactive dashboards

 

Pricing: You can start with a free trial, and then move to a paid version which starts from $12.50 per user per month (billed annually).

 

 

Insightly

 

Insightly is another powerful client relationship management tool that focuses on helping businesses build better relationships with their customers. With more than 1.5 million users worldwide, this CRM is a preferred choice for businesses that are looking to stay on top of their game.

 

From lead routing to workflow automation, Insighlty has got everything covered for you as a client management portal. Insightly also offers some wonderful customization options that give teams the flexibility to work and manage their processes.

 

Here’s a peek into the major features that Insightly has to offer:

 

  • Projects with easy trackability
  • Workflow automation
  • Activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks
  • Send, track and save emails from within the software
  • Milestone tracking and process management
  • Set permissions and visibility
  • Option to build custom apps
  • Third-party integrations

 

Pricing: Insightly’s paid plans start from $29 per user per month (billed annually).

 

 

Bonus Tool: NetSuite CRM from Oracle

 

The last name on this list is that of NetSuite from Oracle. Apart from ensuring a seamless flow of information throughout the customer lifecycle, the software also offers cross-selling support features as well.

 

From customer service management to order management, marketing automation, and sales forecasting, NetSuite has got it all covered in one single place. All those features, combined with the trust of Oracle make it a truly winning combination for small businesses.

 

client management tools can lead to more deal closures

 

The software promises to reduce the costs for businesses by empowering them to deliver high-quality customer services. If you are looking for a CRM that supports your sales and service teams, NetSuite is just the perfect tool that you are looking for. The dedicated customer portal is a game-changer for sure.

 

Check out the features that make it a wonderful option for your business:

 

  • Easily assign, manage and route customer support cases
  • Organize and publish content
  • Personal and interactive customer service with a dedicated portal
  • Time tracking capabilities

 

There you have it!

 

So, those are our favorite 7 client management tools for 2021. Although we have seen a number of new tools pop up in the market in recent years, these 7 have certainly left their mark on the industry.

 

With thousands of teams and businesses entrusting these tools to boost their client service management efforts, it is about time that you also give these a try to see which one fulfills your requirement. The best part is that software like 10to8 and ProofHub comes with a free trial, so you can take them for a spin before going for the paid subscription.

 

So, what are you waiting for? Go ahead and check these tools out to find the perfect tool for your business.

 

 

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Nandini Sharma is the Assistant Marketing Manager at ProofHub, Task management software. Nandini brings close to a decade of experience, and has successfully executed a number of brand building and marketing campaigns throughout her career. A specialist in the field of marketing, Nandini has triumphantly created a wide base of the audience on a number of popular online platforms. When she is not busy penning down out-of-the-box marketing ideas, she can be found channeling her creativity into arts and crafts.

Nandini Sharma

Assistant Marketing Manager, ProofHub

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