7 Min. Read

3 Best Client Management App and Software

February 8, 2024

If you’re a small business owner, you know how difficult client management can be. Being able to keep up with your clients is key in seeing success. If you’re looking for a client management software solution, there are a few things you’ll want. Client communication has to be optimized, and project management should be easy. Other advanced features are nice, too! If you’re looking for a new client management app or software, look no further. We’re reviewing the 3 best client management tools available to you!

Here’s What We’ll Cover:

What Are Client Management Tools?

The 3 Best Client Management Software & Applications

Key Takeaways

What Are Client Management Tools?

Client management tools are any applications or software programs that help you manage your clients. In the past, client management has been done on an analogue basis. Now though, thanks to technology, we have plenty of options when it comes to client management. Good client management software can make a big difference in your life and can act as a powerful tool for your business.

What to Look for In Client Management Tools

If you’re looking for a new client management solution, these are some of the features that you should be looking for:

Task management
Marketing tools, like marketing campaigns, email marketing, or marketing automation
Contact management
Customer relationship management
Inventory management
Detailed reports and data

All of these features are useful, but not all client management software options come with them. Understanding what you need out of your client management tool can help you make an informed decision.

Questions to Ask Yourself Before Choosing a Software

If you know what you’re looking for in a tool, then choosing the best one from a list of options will be easier. Consider asking yourself some of these questions before continuing. Knowing the answers will help you make an informed decision.

How big is my business? If you’re running a small business, you may not have a marketing team or a sales team. You might be doing everything on your own. Knowing how many users you’ll have ahead of time can help you pick the right software.
What part of client management do I need the most help with? Do you have trouble juggling all of your clients’ information? Or do you need more help with marketing than you do communication? While all software options will be able to tackle challenges, some will handle them better than others. It all depends on the task at hand.
Do I need help staying on task? When it comes to client management, staying focused on the task at hand can be overwhelming. This is especially true when you have many clients. Consider picking software that provides activity reminders or an activity timeline. Both can help your overall client management immensely.
What device will I be using the most? If you’re constantly on the go, you’ll need a tool that’s powerful on your tablet or smartphone. If you’re behind a desk while you work, you may benefit from stronger desktop software. Know your environment ahead of time.

The 3 Best Client Management Software & Applications

Now that you’ve outlined your needs, it’s time to learn about the 3 best client management software and applications! One of these will surely fit your needs.

1. FreshBooks Client Management

If you’re looking for a client management software that can do it all, FreshBooks Client Management is a strong option. FreshBooks offers a number of features in their software and can help you stay on top of all of your projects. The software has client estimates, invoices, and financial information all in one place.

This software also lets you stay on the same page as your clients with time tracking! All work can be recorded with FreshBooks, and it lets your clients see exactly what you’re working on. It also comes with a Client Portal for easy communication with your clients. When you’re trying to keep in touch with clients, this can be invaluable.

Then, when you’re looking to grow, you can take all of the data collected with FreshBooks to improve your business! Keep working with clients that have helped you grow your business, and find more just like them! FreshBooks Client Management software lets you stay on top of your business and your clients.

The Select Plan comes with 2 free team member accounts, making it ideal for small businesses. It also comes with an account manager to help you get started. FreshBooks wants managing your clients and your business to be easy. They’re one of the best client management software options available currently.

2. Zoho CRM

Zoho is a client management software that presents itself as a customer communications software. Its multichannel communication is its strongest feature and is great for businesses with larger amounts of clients. It allows the sales team of a business to connect with customers no matter where they’re at. The communication channels used by Zoho include:

Telephone
Email
Live chat
Social media chat
Web forms

Using the data from the communication channels, you can zero in on where most of your sales are coming from, too! The software itself integrates with many other business software on the market. Zoho can connect with Google Suite, What’s App, Facebook, and Slack among others.

The Zoho mobile app is just as powerful as the desktop app, and includes most functions. Users can access customer information, make tasks, and collaborate with peers and clients in real-time. If you need software and an app that are equal in their toolsets, Zoho is an excellent option. Plans start at $12 a month.

3. Hubspot

Hubspot is a client management tool that grows with your business. They offer unlimited users, so the application can grow as your staff does. It offers plenty of features, like email tracking, prospect tracking, and live chat. It focuses on making customer connections easy, exactly what you want from the client management software.

This client management software offers integration as well. It connects with Gmail, G Suite, Office 365, and Outlook. You’ll never have to leave the software to stay on top of your client management! In addition to offering unlimited users, it also allows for 1,000 contacts to be stored in the system.

The entirety of your Hubspot data is also available in the mobile application. You can access your sales pipeline, all of your contact information, as well as your project management tools. If you have several teams in the application, you can access their performance data, as well! Using the application is just as intuitive as using the software. Hubspot has a free plan and allows users to upgrade to a premium plan when they need more features. If you plan on growing your business, Hubspot is an excellent option that will scale with you.

Key Takeaways

Client management isn’t an easy task. The most important part of it, however, is communication. Being able to communicate with clients no matter where you are is key. Keeping them informed can come from direct communication, or through status updates. No matter what you’re looking for in project management software, it should always offer powerful communication tools. Everything else is just an excellent bonus!

Did this article help you? If so, be sure to check out our resource hub! We have plenty of articles just like it there. We’re here to help you with every aspect of your small business, after all! Check it out today!