In the fast-paced world of business, effective client management is vital for small enterprises to succeed. Thus, selecting the right client management software can make all the difference.
This article will explore the best client management tools tailored for small businesses. Discover how these platforms help businesses streamline operations, enhance customer relationships, and achieve sustainable growth through efficient client management.
READ MORE: Side Hustle Pro Tips: How To Become A Freelancer In 2024
10 best client management software for small businesses
Table of Contents
1. Zoho CRM: Best for startups
Zoho CRM is the best choice for startups, offering essential features that help them streamline sales processes and business growth.
It serves enterprises on a tight budget, with monthly rates as low as $20. Small businesses can benefit from the lead generation, deals, contact management, tasks, events, and Zoho app integrations offered by the free basic plan.
Paid options include custom dashboards, inventory management, and scoring rules for firms looking for more complex features. For startups on the go, Zoho Creator’s minute-by-minute mobile app-building process guarantees access to company data from any location.
2. monday.com: Best for teams
monday.com is a cloud-based platform that excels in facilitating collaboration among teams working on tasks and projects. With a Kanban-style board view, teams can easily visually organize and collaborate on tasks efficiently.
Progress tracking, adding comments and due dates, and attaching files are all possible with this platform. With a 14-day free trial available, monthly prices start at $0 and go up to $60 for three users.
Annual members receive an 18% discount. With the lead, contact, and deal management templates, web forms, 1,000 contacts, two team members, more than 20 column types, and support for iOS and Android apps, the free plan is extensive.
Extra features offered by paid services include infinitely customized viewers, contacts, pipelines, analytics, sales forecasting, automation, and connectors.
3. FreshSales: Best for lead management
FreshSales is the best client management for lead management with its built-in lead capture forms. This tool simplifies the collection of information from potential customers online.
The software makes it possible to track leads seamlessly along the sales funnel, which facilitates effective opportunity and client conversion. Pricing starts at free and increases to $83 per user per month after a 21-day free trial.
For more extensive lead management capabilities, paid subscriptions offer multicurrency support, sophisticated reporting and analytics, business process workflows, deal management, and holiday routing.
4. Salesforce: Best for comprehensive customer relationship management (CRM) platform
Salesforce is a unique option for companies looking for a comprehensive CRM system that makes it easy to handle leads, contacts, prospects, and clients.
This platform is built for all-inclusive customer relationship management, with an interactive dashboard providing a comprehensive view of your organization and real-time alerts. Take advantage of a complimentary 14-day trial to explore the benefits of the plan.
The monthly pricing for the Unlimited plan starts at $25 and goes up to $300 when billed annually. Because it allows for the expansion of functionality through add-ons, it is the perfect option for businesses that want to stick with a single CRM provider as they grow.
READ MORE: Client Management: Definition, Tips & Benefits
5. Agile CRM: Best for marketing automation
Agile CRM is the go-to solution for small businesses experiencing resource constraints. Its user-friendly Drag-and-Drop Designer enables people with low technological abilities by automating complex marketing chores.
The behavior-based segmentation feature of the platform guarantees accuracy by automatically classifying and rating leads according to their actions. This tool reduces resource waste by helping to precisely target the relevant audience segments.
Agile CRM is the best option for small firms seeking efficient marketing automation since it provides real-time alerts on high-potential prospects, which boosts productivity.
6. Apptivo: Best for sales funnels
Apptivo is unique in that it offers small businesses unparalleled customization and flexibility, enabling them to mold the CRM to fit their operations. With its easily customizable custom views, layouts, and fields, this user-friendly platform guarantees a customized solution.
This app enables data-driven decision-making from any location by providing sales teams with a mobile CRM that extends their reach beyond office walls. It is also the best option for companies managing their sales funnels because it breaks down important facts into easily understood images, simplifying complicated metrics.
7. HubSpot: Best for scaling startups
HubSpot is a well-known CRM choice well known for its scalability that caters to businesses of different sizes. Positioned as an excellent fit for startups and SMBs, its entry-level $0 option allows small businesses to explore without initial financial commitments.
HubSpot’s tier-based pricing model promotes expansion by enabling increasingly sophisticated functionalities as enterprises develop. It inexpensively enhances lead generation and customer relationship management with features like form automation and SEO advice.
The combination of a comprehensive list segmentation feature and an integrated dashboard for sales, marketing, and customer support places HubSpot as a crucial tool for customized marketing campaigns.
READ MORE: Top Highest Paid Types of Lawyer Roles (With Salary Info)
8. Salesmate: Best for sales tracking
Salesmate stands out as the best client management software tailored for smaller enterprises that emphasizes efficient tracking, organization, and sales automation without financial strain.
Tiered pricing plans that begin at $12 per user per month provide organizations the freedom to gradually integrate more sophisticated services like Power Dialer and Goal Management as they grow.
Salesmate instills discipline in sales operations by introducing multiple pipeline management and configurable workflows, surpassing contact management. The Team Inbox organizes team communications and promotes cohesive teamwork.
Additionally, email tracking and synchronization improve outreach tactics by providing real-time updates on recipient interactions.
9. Pipedrive: Best for simplicity
Pipedrive is an ideal CRM for small businesses that seek a robust core set of features without complexities. Its clean, intuitive visual interface allows efficient management of leads, contacts, and deals.
An efficient way to manage leads, contacts, and deals is through its clear and simple visual interface. Pipedrive lacks robust security protections despite its simplicity; complete protection is available only with the Enterprise package.
Pricing begins at $14.90 per user per month (paid annually) and includes a 14-day free trial. Aside from the aforementioned advantages, choosing the Advanced plan and higher offers additional options for email scheduling, video call scheduling, open and click tracking, signatures, and two-way email sync.
10. Nimble CRM: Best for social media integration
One of Nimble CRM’s unique features is how well it incorporates social media into its main features. Nimble centralizes social profiles and provides instantaneous social profile matching and enrichment, in contrast to other CRMs that handle social platforms as add-ons.
Nimble CRM is the preferred option for companies looking to engage meaningfully with their customers on social media because of its specialized capabilities, which include group messaging and data enrichment, which further improve consumer insights and personalized communication.
