It’s hard work managing your business processes and customers, but with CRM software you’ll have a centralized location to manage your entire business.

From managing your customers and prospects to automating tedious tasks, and more, there’s one tool to do it all.

In this post, we’ll be exploring 10 of the best client management software tools to help you run your business more efficiently, from free software to solutions for growing and booming businesses alike.

Best Client Management Software for 2022: Top 10 List

Our list contains the very best, so regardless of your needs you’re bound to find the perfect solution with one of these tools:

  1. Monday.com — Overall the best client relationship management software for any-sized business
  2. Zoho — Best client management software for mid-to-large-sized businesses
  3. Freshworks — Best client relationship management software for sales teams
  4. Odoo — Best small business client management software for paying for only the tools you need
  5. ReallySimpleSystems — Great client management software for small businesses
  6. HubSpot — Popular CRM software for large businesses
  7. EngageBay — Affordable small business client management software
  8. Capsule — A budget-friendly CRM solution for startups
  9. BenchmarkONE — Best client management software for email marketing
  10. Bitrix24 — Leading client project management software for mid to large-sized businesses

The Top Client Management Tools for 2022: Reviewed

In the sections that follow, we’ll be taking a closer look at each of the 10 platforms and we’ll discuss their key features, pricing, pros and cons, and more.

Let’s get started!

1. Monday.com — Overall the Best Client Relationship Management Software for Any-Sized Business

Monday.com is the best client management software for 2022

Monday.com is our top pick for the best client management software solution for 2022 on the market as it has tools for various use cases.

Everything from project management, sales, customer relationship management, HR, and everything in between — Monday.com has it.

Plus, you can easily manage your entire business and have a complete overview of your processes from the intuitive dashboard.

Special Features:

  • Set up customized IF/THEN automation rules
  • Manage your projects and departments with visual boards
  • Track progress, project timeframes, and budgets
  • Build customized sales funnels
  • Organize contacts in a simple database
  • Accurate sales forecasting and analytics
  • Lead scoring and activity logging
  • Integrate with Slack, Dropbox, Gmail, Outlook, and more

Pricing:

The Free plan allows very small home businesses to have 2 user seats, up to 1,000 contacts, and you can create lead capture forms. Of course for loads more features and flexibility, you’ll want to opt for one of the paid plans.

There are 4 on offer with the Sales CRM suite, with monthly and yearly billing options — the pricing below is for the yearly billing for 3 user seats:

  • Basic — $30/month
  • Standard — $42/month — Activity management, quotes, invoices, CRM automation, integrations, a dashboard for 5 boards
  • Pro — $72/month — Sales forecasting and analytics, email automation
  • Enterprise — Contact sales team — Lead scoring, team goals, advanced analytics, account management

The monthly plans start at $37/month to $90/month for 3 seats.

You can, however, purchase over 200 seats — making Monday.com the best client management software for individuals, as well as small to large-sized businesses and number 1 in various countries around the world including being one of the best CRM tools in Canada.

Pros:

  • User-friendly interface
  • Simple setup process
  • Affordable pricing
  • You can import your data and contacts

Cons:

  • Limited Free plan

Best For

Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
All-sized businesses $37/month $30/month 3 14-day Free plan

Web, Windows, Mac, iOS, Android

2. Zoho — Best Client Management Software for Mid-to-Large-Sized Businesses

Zoho is a great CRM tool for larger businesses

Zoho offers a customizable all-in-one solution for sales, marketing, customer service, email, and more — making it one of the best client relationship management software available on the market.

Plus, you can easily monitor the journey your customers take and make any necessary improvements with the data you collect on their experience, helping you successfully close more deals. It is ideal for startups too and is one of the top-rated CRM tools for small businesses in the UK and Europe.

Special Features:

  • Sales Force automation
  • Lead, deal, and contact management tools
  • Sales funnel builder
  • Email marketing and insights
  • Real-time reports for sales, marketing, etc.
  • Analytical dashboards and sales forecasting
  • Contact segmentation for personalized targeting
  • Integrates with Slack, Office, Google Suite, Shopify, MailChimp, Facebook Ads, and more

Pricing:

The pricing below is for the annual billing option and is for 1 user:

  • Standard — $12/month — Lead scoring, workflow rules, multiple pipelines, bulk email sending, custom dashboards
  • Professional — $20/month — Inventory management, real-time customer notifications
  • Enterprise — $35/user/month — Build custom mobile apps, create personalized customer journeys
  • Ultimate — $45/user/month

The monthly billing starts at $18/month to $55/month, per user.

There’s also a 15-day free trial with the first 3 plans and a generous 30-day free trial on the Ultimate plan, plus there’s a limited suite for small businesses starting at $7/user/month.

Pros:

  • There’s a plan specific for small businesses
  • Simple interface and loads of customization
  • Fantastic reporting capabilities
  • Simple workflow automation

Cons:

  • Only the Enterprise plan has 24/7 customer support
  • Trial on the first 3 plans is only 15 days
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Mid-to-large-sized businesses $18/month $12/month 1 15 and 30-day Yes Web, iOS, Android

3. Freshworks — Best Client Relationship Management Software for Sales Teams

Freshworks is a great client management tool for sales teams

Freshworks is one of the best client management software tools because it offers simple workflow creation to automate your tasks and streamline your processes.

Plus you’ll have a full 360-degree overview of your customers and your business processes.

Special Features:

  • Customizable web forms and custom fields
  • Track your website’s activity
  • Dynamic forecasting
  • Easily create sales funnels
  • Create and track sales activities
  • Set custom roles and permissions
  • Automatically assign leads to your team members
  • Robust reporting, plus custom reports
  • SMS, Zoom, Slack, and Zapier integration

Freshworks is perfect for sales teams as it has built-in support for phone and email meaning that your sales team can make calls and send emails all within the platform.

Pricing:

The Free plan gives you contact and account management features, plus built-in email, phone, and live chat support.

For the more advanced features, there are these 3 paid plans on offer:

  • Growth — $15/month — Visual sales pipeline, contact scoring, automated sales sequences, up to 2,000 bot sessions, WhatsApp business
  • Pro — $39/month — Multiple sales pipelines, daily, weekly, and monthly time-based workflows, 3,000 bot sessions
  • Enterprise — $69/month — Audit logs, dedicated account manager, 5,000 bot sessions

The above pricing is per user and is for the annual billing option, with the monthly option the plans start at $18/month to $83/month on the Enterprise plan.

The above plans also come with a generous 21-day free trial.

Pros:

  • AI chatbots to chat to your customers
  • Multi-currency and language support
  • Phone and email are built-in
  • Great for lead nurturing

Cons:

  • Most suitable for sales teams
  • Chatbot sessions have monthly limits
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Sales teams $18/month $15/month 1 21-day Yes Web, iOS, Android

4. Odoo — Best Small Business Client Management Software for Paying for Only the Tools You Need

Odoo is the best "pay as you go" client management software solution

Odoo offers fully integrated business apps that allow you to run your business from one platform.

With real-time analytics, email marketing support, custom dashboards, and a “select the features you need” approach, Odoo is a great solution for small businesses.

Special Features:

  • Real-time reports and charts
  • Data-based activity scheduling
  • Accurate forecasting
  • Team activity overview
  • Automated email campaigns
  • Quotes and invoicing
  • Lead scoring
  • Drag-and-drop sales funnel builder
  • Live chat feature for your website

Pricing:

As we mentioned, with Odoo, you select the features you need instead of buying a whole suite of tools that you won’t use.

You have over 37 tools to choose from including email marketing, CRM, sales, e-commerce, and many others.

The CRM suite alone is free for an unlimited number of users but it doesn’t include tools like email marketing, automation, sales, invoicing, timesheets, and more.

For the CRM, sales, and invoicing tools, you’d be looking at $44/month for 1 user with annual billing and $55/month with the monthly option, this goes up to $60/month (annual) or $75/month if you add email marketing and automation to your package.

Pros:

  • CRM suite is free for unlimited users
  • Pay only for the tools you need
  • Robust suite of features for varying needs
  • Simple, intuitive dashboard

Cons:

  • Paying for more than 1 user or for several tools can be expensive
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Paying for the features you need $55/month $44/month 1 15-day Yes Mac, Windows, iOS, Android

5. ReallySimpleSystems — Great Client Management Software for Small Businesses

ReallySimpleSystems is one of the best CRMs for small businesses

With all the tools needed to grow a business, ReallySimpleSystems is one of the best client management software solutions for small B2B businesses.

You can find all your customer data and communications with ease, automate your marketing efforts, and more, all within this simple cloud CRM platform.

Special Features:

  • Track and automate your sales process
  • Detailed analytics and custom reporting
  • Built-in email marketing and automation
  • Contact segmentation
  • Service desk for your support team
  • Integrate with Zapier, Microsoft365, Xero, Sage, and more
  • Assign tasks and create reminders
  • Record customer interactions

Pricing:

ReallySimpleSystems has 4 plans, including a Free plan that gives you 2 users, up to 100 company accounts, 100MB of document storage, and unlimited contacts.

For higher limits, the marketing tools, and other crucial business tools, you’ll want to opt for one of the following:

  • Starter — $14/user/month — 1GB storage, email marketing
  • Professional — $30/user/month — 5GB storage, quotes, telephone support, service desk CRM
  • Enterprise — $46/user/month — Unlimited storage, advanced reporting, custom charts, account manager

The above is for the annual billing — monthly billing starts at $18/month to $55/month, and there’s a 14-day free trial on offer.

Pros:

  • Great value for money
  • Incredibly simple to use
  • There’s built-in email marketing
  • Great client management software for accounting

Cons:

  • There’s no auto-save feature
  • HTML email builder could be improved
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Small B2B businesses $18/month $14/month 1 14-day Yes Web and mobile

6. HubSpot — Popular CRM Software for Large Businesses

HubSpot is a popular CRM solution that's ideal for larger businesses

HubSpot has Marketing, Sales, Service, CMS, and Operations hubs, but the magic happens when you use them all together, making it ideal for larger businesses.

This popular CRM platform also offers free tools, but as with most, you get your money’s worth with the paid hubs.

Special Features:

  • Email marketing and automation software
  • Lead and pipeline management
  • Social media tools
  • In-depth marketing analytics
  • Contact segmentation
  • Ticketing and live chat for your support teams
  • Customizable workflows for sales automation
  • Over 900 integrations

Pricing:

On the Free plan, you get a reporting dashboard, deal tracking, pipeline management, email scheduling, and more.

You can pay for the hubs individually, but as we mentioned, the best value is on offer with the bundle CRM package — here are the starting prices:

  • Starter — $45/month — 1,000 contacts, 2 users
  • Professional — $1,600/month — 2,000 contacts, 5 users
  • Enterprise — $5,000/month — 10,000 contacts, 10 users

Monthly billing starts at $50/month for the Starter plan.

It’s important to consider that you’ll only get the features on the Starter plans of the 5 hubs if you opt for the Starter bundle plan, and similarly with the other 2 plans.

As the pricing is based on contacts, HubSpot can be quite expensive, making it better suited for larger businesses.

Pros:

  • Advanced email marketing
  • Great deal stage management
  • Loads of integrations

Cons:

  • More expensive than other options
  • Mixed support reviews
  • There’s quite a learning curve
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Large businesses $50/month $45/month 2 14-day Yes Web, Mac, Windows, Android, iOS

7. EngageBay — Affordable Small Business Client Management Software

EngageBay is great for those on a budget

EngageBay offers tools that are great for marketing, sales, and support teams, and they offer small businesses an affordable, all-in-one CRM solution.

The Free plan allows for a generous 15 users, and it gives you email marketing, landing pages, CRM, helpdesk tools, and live chat support amongst others.

But as with all free versions, there are some considerable limitations that make the paid plans worth the investment.

Special Features:

  • Store unlimited contacts
  • Track customer details and segment your list
  • Simple deal management system
  • Marketing and sales automation
  • Create forms, landing pages, and email sequences
  • Helpdesk software for your support teams
  • Schedule appointments and social media posts
  • Create multiple deal pipelines
  • Integrate with Zapier, SendGrid, Xero, and more

Pricing:

You can purchase the hubs separately but the all-in-one option offers the best value for money — here are the annual prices, per user, on the 3 paid plans:

  • Basic —$13.49/month — 1,000 contacts, deal and task management, segmentation, 1GB storage, lead scoring
  • Growth — $44.99/month — 10,000 contacts, 5GB storage, marketing automation, service automation
  • Pro — $89.99/month — Unlimited contacts, 20GB storage, custom reporting, role management

The monthly option starts at $14.99/month and goes up to $99.99/month.

Pros:

  • Feature-packed
  • Superb funnel builder
  • Fantastic customer support
  • Superior sales automation

Cons:

  • Landing page feature lacks flexibility
  • There’s a fairly steep learning curve
  • Automated workflows only available on the high-tier plans
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Small businesses $14.99/month $13.49/month 1 Demo Yes Web, Android, iOS

8. Capsule — A Budget-Friendly CRM Solution for Startups

It starts with your customer’s experience, and with Capsule, you have the tools you need to put them front and center of everything that you do.

Although it lacks some of the features found on other CRMs, it’s ideal for startups as it has great lead management features and email integrations.

Special Features:

  • Customizable sales pipeline
  • Insightful sales analytics
  • Calendar and task management tools
  • MailChimp, Xero, Sage, and several other integrations
  • Create, assign, and automate tasks
  • Log activity and contact history
  • Reminder follow-up tasks
  • Manage events, customer queries, and onboarding

Pricing:

There’s a Free plan that’s limited to 250 contacts and 2 users, plus 3 paid plans, but unfortunately, there’s no option for annual billing.

Here’s what Capsule will cost per user/month:

  • Professional — $18/month — 50,000 contacts, 10GB storage
  • Teams — $36/month — 100,000 contacts, 20GB storage, multiple sales pipelines, advanced sales reporting
  • Enterprise — $54/month — 200,000 contacts, 40GB storage

All of the above come with a solid 30-day free trial for you to test the platform before committing.

Pros:

  • Simple sales pipeline dashboard
  • Great customer support
  • Effortless contact management system
  • High limits on starter plan

Cons:

  • Calendar view can be improved
  • No reporting on the Free plan
  • Lacks some features on offer with other CRMs
  • Lacks marketing integration
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Startups $18/month N/A 1 30-day Yes Web, Android, iOS, tablets

9. BenchmarkONE — Best Client Management Software with a Focus on Email Marketing

BenchmarkONE is a great CRM due to its powerful email marketing features

BenchmarkONE is better known for its email marketing capabilities but overall, it offers an array of CRM tools that have made it a platform worthy of this list.

From tracking customers, understanding the source of your traffic and sales, and monitoring your performance, BenchmarkONE makes things really easy.

Special Features:

  • Filter and segment contacts with tags
  • Easily set up drip marketing campaigns
  • Create sales pipelines
  • Automate your workflows
  • Real-time contact activity monitoring
  • Sales deals pipeline management
  • In-depth email metrics
  • Lead generation tools

Pricing:

Both the Lite and Pro plan is free for unlimited users but there’s a limit of up to 250 contacts and 500 email sends per month.

Because the pricing is based on your list size it can get costly quickly — below are the annual billing prices of the 2 plans for just 1,000 contacts:

  • Lite — $49/month — 5,000 emails/month — Contact management, email marketing, automation, landing pages
  • Pro — $209/month — 5,000 emails/month — Full CRM, deal pipeline management

There’s also an Agency plan, but you’ll need to contact the support team for pricing.

The monthly pricing starts at $69/month to $269/month, and there’s a 14-day trial on offer.

Pros:

  • Superb filtering
  • Superior email marketing features
  • User-friendly interface

Cons:

  • Lacks marketing automation options such as follow-up emails
  • Costlier than some of the other CRMs
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Email marketing $69/month $49/month Unlimited 14-day Yes Web, Android, iOS

10. Bitrix24 — Leading Client Project Management Software for Mid to Large-Sized Businesses

Bitrix24 is the best CRM solution for project management

Bitrix24 is praised for its collaboration and communication features, plus it’s ability to help you automate and manage your business projects.

It’s our top pick for project management but overall the platform does a great job at allowing larger businesses to boost their productivity and reduce costs.

Special Features:

  • Gantt charts, Kanban boards, and others to visually display your project data
  • Discuss and share files, or set up video conferences
  • Employee worktime tracker and workload manager
  • Lead generation tools
  • Sales and marketing automation rules
  • Automate recurring tasks
  • Call center, live chat, and contact forms for customer support teams
  • Create your website or online store

Pricing:

The Free plan allows unlimited users, a limit of 5GB storage and overall, some great features, but it’s still limited.

Unlike most, Bitrix24 also has 3 billing options — monthly, 3 month, and yearly, below are the yearly billing prices:

  • Basic — $35/month — 5 users, 24GB storage, email support, task management, unlimited invoices
  • Standard — $79/month — 25 users, 100GB storage, recurring tasks, subtasks, event planner
  • Professional — $159/month — Unlimited users, 1,024GB, custom fields, task and business automation

Monthly billing starts at $49/month for 5 users, up to $199/month for unlimited users.

Pros:

  • Organized, intuitive platform
  • Perfect for project and resource management
  • Great employee and task management

Cons:

  • There’s a bit of a learning curve
  • Reporting can be improved
  • Mobile functionality is less efficient than web
  • Lacks customization
Best For Monthly Price Starts At Yearly Price Starts At User Seats For Starting Price Free Trial Free Plan Device Support
Project management $49/month $35/month 5 15-day Yes Web, Android, iOS, tablets

Best Client Relationship Management Software: Table Comparison

Below we’ve got a comparison table comparing the tools by suitability, price, free trial lengths, and more:

Client Management Software Best for Monthly Price Yearly Price User Seats for Starting Price Storage Free Trial
Monday.com Any-sized business $37.5/month $30/month 3 5GB 14-day
Zoho Mid-large sized businesses $18/month $12/month 1 1GB 15 and 30-day
Freshworks Sales teams $18/month $15/month 1 N/A 21-day
Odoo Small businesses $55/month $44/month 1 N/A 15-day
ReallySimpleSystems Small businesses $18/month $14/month 1 1GB 14-day
HubSpot Large businesses $50/month $45/month 2 1GB 14-day
EngageBay Small businesses $14.99/month $13.49/month 1 1GB Demo
Capsule Startups $18/month N/A 1 10GB 30-day
BenchmarkONE Email marketing $69/month $49/month Unlimited N/A 14-day
Bitrix24 Project management $49/month $35/month 5 24GB 15-day

What is Client Management Software?

A client management system offers a centralized location and overview of your business’ contacts, projects, tools, and files.

You can create and follow your customers on their journey through your sales pipeline, allowing you to make necessary improvements to your sales process to close more sales.

Having a hands-on customer approach also lets you build lasting relationships with your customers to improve satisfaction and ultimately your retention rate.

Besides sales features, the best client relations management software solutions also include tools for marketing, support teams, and more to improve your business processes and your team’s efficiency.

Do I Need a Client Management Software?

Regardless of the size of your business, you definitely can’t run it from a spreadsheet. With a fully-fledged CRM platform, you’ll have what you need to efficiently manage your customers and your business.

Here are some of the key benefits of using one of the best client relationship management software tools:

Improves Your Customers’ Experience

Staying on top of your business’ processes, communications, and interactions will help you nurture your relationship with your prospects and customers.

This not only improves your brand image but can increase your retention, referrals, and of course, your bottom line.

A negative customer experience, on the other hand, whether it be a missed follow-up or response can mean a lost customer and lost sales.

Saves Time and Money

The initial investment can seem steep, but the amount of time and money you’ll be saving in the long run is indisputable.

You don’t need to pay for different tools, with a CRM you pay one subscription for all the features you need to have your entire business under one umbrella.

Plus, with powerful automation, you’ll be able to automate all the repetitive tasks so that you and your teams can focus on more important tasks, boosting productivity and allowing you to optimize your business’ performance.

Access Customer Data in Real-Time

The best client management software allows you to have all your customer information at your fingertips, allowing you to make data-driven decisions.

This means that you’ll be able to pinpoint areas of improvement, make the necessary adjustments to your sales funnel, establish trust with your customers and analyze their satisfaction, and more with access to invaluable real-time data.

Overall, regardless of the size of your business, it makes sense to invest in one of the best client management tools to simplify managing your customers, all your data and files, and to optimize your business processes.

How to Choose the Best Client Management Software?

There’s no one-size-fits-all solution because it of course depends on your business and your particular needs.

Although most of the platforms provide similar offerings, these are some things to bear in mind when choosing the best client management software for your business:

Ease of Use

Running an entire business or several departments from one platform can be overwhelming depending on how user-friendly the platform is.

You’ll want to consider the learning curve, not only for you but for your team too.

Scalability

The cost of scaling is important to consider, especially for startups and small businesses. When your business grows, consider how much it’ll cost you to have the features you need with your chosen CRM solution.

Some platforms also have varying limits to consider, whether it be storage, emails, user count, etc. — bear these in mind for the long term.

Integrations

If you’re already set up with different platforms for your email marketing, invoicing, or anything else, you’ll want to ensure that your chosen platform lets you integrate with them.

This list of the best client management software solutions all have varying integration support, so be sure to double-check whether what you need is provided.

Activity and Task Tracking

The very best client relations management software lets you get a complete overview of what’s in progress, what’s late, and what’s completed so that you have what you need to make decisions to improve your business.

Reporting and Analytics

Without robust reporting and analytics data, you won’t know whether your business is on the right track or not, therefore access to in-depth insight into each client, your teams, your sales cycle, and more is what you’d be looking for in the best CRM tool.

Some client management tools only offer the best reporting features on their higher plans.

Pricing

Most of the client management tools are priced according to the number of users and in some cases your contact limits. This is important to bear in mind when making your decision as your bill will increase accordingly.

If you’re a growing business and you only need 1 seat, for now, consider how much your chosen platform will cost when your business grows.

What is the Best Free Client Management Software?

All of the Free plans on offer on this list are limited but offer enough to give you a good idea of whether or not the platform is best for your business.

Below we’ve got a table outlining the suitability, user seats, and the special features on offer with the free client management software plans:

Client Management Software Best for User Seats Special Features
Monday.com Any-sized business 2 1,000 contacts, 3 boards, unlimited docs
Zoho Mid-large sized businesses 3 Lead, deal, contact management, advanced filters
Freshworks Sales teams Unlimited Contact and account management, built-in email
Odoo Small businesses Unlimited CRM suite, track leads, sales forecasts, activity tracking
ReallySimpleSystems Small businesses 2 100 company accounts, 100MB storage, unlimited contacts
HubSpot Large businesses Unlimited Deal tracking, pipeline management, email scheduling
EngageBay Small businesses 15 500 contacts, email marketing, helpdesk tools
Capsule Startups 2 250 contacts, 50MB storage, task and project management
BenchmarkONE Email marketing Unlimited 250 contacts, 500 emails/month
Bitrix24 Project management Unlimited 5GB storage, task and project management, unlimited contacts

Click here to read our review of the best free CRM software solutions.

What is the Best Client Management Software for Small Business?

Our top pick is Monday.com — it has everything a small, growing business would need, and their starter plan is for 3 user seats as opposed to the 1 you commonly see with other platforms.

But to help you make an informed decision, we’ve rounded up important factors to help you decide on which of these is the best small business client management software for your needs and budget:

Client Management Software Best for Monthly Price Yearly Price User Seats for Starting Price Free Trial
Monday.com Any-sized business $37.5/month $30/month 3 14-day
Freshworks Sales teams $18/month $15/month 1 21-day
Odoo Small businesses $55/month $44/month 1 15-day
ReallySimpleSystems Small businesses $18/month $14/month 1 14-day
EngageBay Small businesses $14.99/month $13.49/month 1 Demo
Capsule Startups $18/month N/A 1 30-day

For more, click here to read our review of the best CRM for small businesses.

What is the Best Accountant Client Management Software?

Like the 4,000 other management accounting firms, our top pick for the best accounting client management software is Monday.com.

With Monday.com you can share information with auditors with ease, visualize your data and client finances with robust reporting dashboards, and more!

Plus, you can:

  • View the client’s entire information history with the “audit log” — including conversations, financial information, tasks and projects, and more
  • Keep track of annual financial statements, business tax returns, etc.
  • Accurately calculate employee payroll
  • Automate tasks, invoicing, notifications and messages, and more

It doesn’t end there, with Monday.com you can also create IF/THEN accounting workflow automations and there are over 40 integrations to ensure that you have all the tools you need.

Apart from Monday.com, Zoho Books and ReallySimpleSystems are also fantastic options as they’re definitely some of the best accounting client management software solutions on the market.

What is the Difference Between Client Management Software Vs Contact Management Software?

Contact management software provides a very basic solution for storing your customer data, offering basic tracking tools, and communication management.

Whereas, client management software or customer relationship management (CRM) software offers a much larger, more robust suite of tools to manage your entire sales process, leads, clients, teams, marketing, and more.

How do You Use Client Management Software?

The process will vary depending on your chosen solution, but all of them will have guided steps outlined in their resources page to help you if you need some assistance.

If you opt for Monday.com, it’s pretty simple to get started. Here’s how it works:

Step 1 — Head to the Monday.com website
Step 2 — Choose your plan and complete the checkout process
Step 3 — Login to Monday.com on your web browser or mobile app
Step 4 — Create a board:

Creating a board with Monday.com

Step 5 — Start from scratch or choose a template

Step 6 — Create your groups:

Creating groups with Monday.com

A group can be a specific project step, a month, or whatever you’d like it to be — it’ll be the color-coded part of your board that will contain your tasks.

Click on the down arrow next to “New Item”, and click “Add Group”, or hover over an existing group’s title where an arrow will appear on the left that’ll allow you to create a group.

Step 7 — Add your items to your board

Whether it be tasks, projects, clients, or anything in between, you can add your individual items into rows.

Step 8 — Add your columns:

Adding columns to your board with Monday.com

Columns allow you to set up a process to complete the items on your board — you can add data such as people, status, dates, and more.

Step 9 — Assign tasks

With the people column, you can assign tasks to team members who’ll be notified — allowing for your team to function with the organization and collaboration that they need.

And there you have it! Getting started with Monday.com is as simple as that — and it allows you to have a complete overview of your business, all in one tool.

Conclusion: What is the Best Client Management Software?

Our top solution for the best client management software is, none other than, Monday.com.

It has what you need to empower your team with the very best tools to keep your business, and of course, your customers, happy.

Regardless of your needs, with our list of the best CRM software tools, you’re bound to find one that perfectly suits your business’ needs.

Well, what are you waiting for? Skyrocket your business’ efficiency today with Monday.com.

FAQs

What is the best client management system?

What is a client management tool?

What is the best way to keep track of clients?

What is the best free client management software?

Is it worth it if I have a small customer base?

Stay Connected

Join over 100,000 of your peers and receive our weekly newsletter which features the top trends, news and expert analysis to help keep you ahead of the curve