Running a business is like juggling a million balls in the air. You’ve got clients to manage, projects to track, and sales to close.

All of it together can drive even the most level-headed person a bit crazy. It gets worse if you don’t have the right tools to keep everything organized and automate those repetitive tasks. 

Fortunately, there are tools that help you streamline and supervise your business processes.

One of these tools is the Client Management Software (CMS) which makes it easier to:

• Organize
• Track
• Manage client interactions, data, and relationships.

They take a whole lot of burden off your shoulders.

In this blog, you’ll explore a few top-notch client management systems along with their key features and pricing details.

Read on and find the best client management software for your business needs.

7 Best client management software

Client management systems provide a centralized platform to store client information, monitor communication history, and manage sales processes. 

Here are our 7 best client management software picks. 

1. HubSpot CRM

HubSpot CRM is one of the best client management software that tracks leads, manages deals, and organizes client data—all in one place. The real deal is its automation features, which save time by handling repetitive tasks. 

Its integration capabilities let you connect with other platforms, like email marketing tools and payment processors, that make business operations seamless. 

Plus, the user interface is straightforward and easy to navigate, so you won’t have to waste time learning the tool.

Key Features

HubSpot CRM lets you: 

• Keep all your client's contact information in one place, including notes and communication history.

• Easily manage your sales pipeline stages and track the progress of your deals.

• Connect your email to HubSpot CRM to track emails and automatically log them to the right contact.

• Automate repetitive tasks like follow-up emails or reminders to save your time.

• Get detailed reports on your sales activities that help you make better decisions.

• Use live chat to talk to website visitors in real-time, or set up chatbots to handle common questions.

• Access a wide range of integrations and add-ons through the HubSpot App Marketplace.

Pricing

Hubspot has a free CRM for small businesses or individuals with limited needs. It also offers two paid plans: 

• For individuals & small teams: starts from $15/seat/month 

• For businesses and Enterprises: starts from $1,170/month with 5 users

2. PipeDrive

Pipedrive is perfect for sales teams looking to boost productivity and close more clients. It helps you manage your clients, track emails, log calls, and score leads, all from one place. 

Pipedrive is best known for its customizable pipelines, which let you organize your sales process exactly how you want. 

You can also automate tasks and set up custom email workflows so it is easy to nurture leads and improve conversions. 

Key Features

Pipedrive has the following incredible features: 

• Easily view and manage your sales deals with a drag-and-drop interface.

• Tailor your sales pipeline stages to match your unique sales process.

• Set reminders for follow-ups and other important tasks to ensure nothing gets overlooked.

• Track when prospects open your emails and click on links directly within Pipedrive.

• Identify deals that have been sitting too long without action and take the necessary steps.

• Access detailed sales reports to track your performance and improve your strategy.

• Automate repetitive tasks, such as moving deals between stages or sending follow-up emails.

• Manage your sales on the go with the Pipedrive mobile app.

Pricing

You get a 14-day free trial to check out Pipedrive before committing to one of its following pricing plans: 

• Essential: $14 per seat per month.

• Advanced: $34 per seat per month

• Professional: $49 per seat per month

• Power: $64 per seat per month 

• Enterprise: $99 per seat per month

3. Formaloo

Formaloo CRM is a solid choice if you’re looking for a client management system that’s easy to use and highly customizable. 

Formaloo’s biggest flex is, well, its flexibility. It lets you create custom forms, workflows, and even entire dashboards tailored to your specific needs.

Its user-friendly drag-and-drop custom CRM builder design means you don’t need to be tech-savvy to get started.

Design what you want, the way you want, based on your unique needs.

Key Features

Formaloo lets you: 

• Create customizable forms and surveys to gather client information and feedback tailored to your business needs.

• Organize and manage your client data in custom databases that suit your workflow.

• Collaborate with your team in real time and keep everyone on the same page.

• Automate repetitive tasks, like sending follow-up emails or updating client records.

• Use built-in tools to engage with your clients directly through the platform.

• Access detailed CRM analytics to analyze your client interactions and improve your strategies.

Pricing

Formaloo has a free plan with no credit card needed to sign up. Other pricing tiers include: 

• Pro for startups at $12/month

• Team plan at $38/month (3 admins)

• A custom enterprise plan (Contact the sales team for custom pricing.)

4. Salesforce

Salesforce’s cloud CRM platform also earns a spot in the list of best client management software for the way it offers a clear, comprehensive view of your clients. 

You get detailed insights into their activity history, key contacts, and past communications, so you always know what’s going on with each client.

Key Features

Here’s a rundown of what this tool lets you do: 

• Lead and opportunity management through every stage of the sales process.

• Create dashboards that display the most important metrics for your business.

• Automation tools for tasks like follow-up emails, lead assignments, and data updates.

• Use Salesforce’s AI, called Einstein, to get predictive insights and recommendations.

• Integrate Salesforce with third-party apps like email, marketing automation, and finance software.

• Generate detailed reports to analyze your sales performance and customer interactions.

Pricing

The three pricing packages of Salesforce CRM include: 

• Enterprise: $165/user/month

• Unlimited: $330/user/month

• Einstein 1 Sales: $500/user/month

5. Monday.com

Monday.com is one of the best CRM examples for being both powerful and easy to use. 

It helps you keep everything organized with customizable pipelines and boards, so you can track your leads and deals effortlessly. 

One of the standout features is its visual dashboards. You can easily see your sales progress, track performance, and manage tasks with drag-and-drop editor.

Key Features

Check out everything this tool can do for you: 

• Monday.com offers tons of view options, like Kanban boards, lists, calendars, and customizable CRM dashboards.

• You can create custom workflows that match your business processes, from sales pipelines to project management.

• Share files, comment on tasks, and tag team members to keep everyone on the same page.

• Keep all your client information, communication history, and project details organized in one place.

• Automated reminders to receive notifications when clients open emails, move deals between stages, alert managers, and more.

Pricing

Monday.com’s pricing is also tiered. Here are the plans it offers: 

• Basic CRM: $12/seat/month

• Standard CRM: $17/seat/month

• Pro CRM: $28/seat/month

• EnterpriseCRM: Custom pricing for enterprise-level management.

6. Zoho CRM

Zoho’s omnichannel approach lets you connect with clients via email, phone, or other channels, all from within the same platform. You can track every interaction without jumping between apps.

The CRM lets you manage leads, deals, contacts and automate workflows. It also offers ready-to-use CRM templates but if they don’t speak to you, the drag-and-drop editor will help you design your own CRM.

Key Features

Here’s a glimpse of what you can do with Zoho CRM: 

• Manage detailed contact profiles, segment your audience, and integrate with your marketing efforts.

• Track and manage all client interactions across emails, calls, live chat, social media, and more within one platform.

• Automate tasks, manage to-do lists and collaborate with your team to stay on top of your activities.

• Handle multiple sales pipelines with robust forecasting tools to predict and manage your sales performance.

• AI personal assistance with Zia to gather data, modify records, and assist in creating performance summaries.

Pricing

Zoho CRM’s pricing plans are as follows: 

• Standard: €14/user/month

• Professional: €23/user/month

• Enterprise: €40/user/month

• Ultimate: €52/user/month

7. Insightly

Insightly CRM stands out with its relationship-linking tool, which connects different records, showing you how they’re related.

The tools offer insights into the strengths and shortcomings of your campaigns. Its customizable pipelines let you manage opportunities as they arise.

Key Features

Here’s what Insightly is good at:

• Organize and manage your contacts and leads with detailed profiles, customer communication history, and custom fields.

• Visualize your sales process, track deals through various stages, and forecast future sales performance.

• Manage projects from start to finish, assign tasks, set deadlines, and track progress directly within the CRM.

• Seamlessly integrate with popular tools like Google Workspace, Microsoft 365, and more, ensuring all your business data is connected.

• Create custom reports and dashboards to monitor key metrics and gain insights into your business performance.

Pricing

Insightly has 3 pricing tiers: 

• Plus: $29 per seat per month.

• Professional: $49 per seat per month

• Enterprise: $99 per seat per month

Make a custom CRM for your unique business needs! 

While I've covered some of the best client management software in this blog, it’s possible that they may not fully address your specific business needs. 

But Formaloo understands your needs and allows you to create your own custom CRM without needing any coding skills. 

It offers an easy drag-and-drop interface for creating lead forms and custom dashboards. 

Plus, you can visualize your data with branded reports and charts. You can even choose between secure cloud storage or keeping everything on your own servers with Formaloo On-premise. 

If you want a CRM that’s made just for your business, try Formaloo today. 

FAQs

Is CRM better than ERP?

CRM and ERP serve different purposes. CRM focuses on managing customer relationships and sales. However, ERP integrates and manages core business processes like finance, inventory, and human resources. So for client management, CRM is definitely better than ERP. 

Can I design my own CRM?

Yes, you can design your own CRM as well. There are tools like Formaloo that allow you to create a custom CRM from scratch without any code using drag-and-drop features. 

What problem does CRM solve?

CRM solves the problem of disorganization and inefficiency in client management. It organizes customer interactions and tracks sales which leads to improved relationships, efficient workflows, and better decision-making for business growth.