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If you’re in search of the best client management software to efficiently handle your customer relationships, you’ve come to the right place. In this piece, we will explore the leading solutions in the market for managing clients, offering a comprehensive overview of their functionalities, pricing structures, and a valuable comparison to aid your decision-making. A top-notch client management system is indispensable for businesses as it empowers them with a complete understanding of their interactions with clients.
This comprehension extends from the initial contact through the sales funnel as well as ongoing sales and marketing endeavors. The sales and support teams have access to vital information provided by these platforms, which enables them to give superior service to their clients and consumers. Now that we’ve established that, let’s go to work locating the client management tool that’s most suited for your company.
Best Client Management Software Comparison Table
Product | Features | Pricing | Visit Link |
---|---|---|---|
monday.com | Task management, project tracking, collaboration | Custom pricing available | Visit Website |
Pipedrive | Sales pipeline management, contact management | Starts at $15/user/month | Visit Website |
Zendesk | Ticket management, customer support | Starts at $49/user/month | Visit Website |
HubSpot CRM | Contact management, deal management | Free and paid plans available | Visit Website |
Honeybook | Project management, client communication | Starts at $9/month | Visit Website |
Dynamics 365 | CRM, sales management, marketing automation | Pricing available upon request | Visit Website |
monday.com

Feature | Details |
---|---|
Product Name | monday.com |
Task Management | Collaborative task management, customizable workflows, deadlines, and priorities |
Project Tracking | Visual project boards, progress tracking, and milestones |
Communication | Team collaboration, file sharing, @mentions, and notifications |
Reporting | Real-time analytics and customizable dashboards |
Integration | Integration with popular business tools and apps |
Automation | Workflow automation and time-saving automations |
Customization | Customizable boards, columns, and templates |
Mobile App | Mobile app for iOS and Android |
Monday.com offers free Client Management Software, which you can test out if you like. There are four different pricing plans to choose from: Basic (which costs $39 per month), Standard (which costs $49 per month), Pro (which costs $79 per month), and Enterprise (Get a quotation). It requires a minimum of five users to activate one of its plans.
monday.com The management of any and all types of clients is possible with the help of client management software. Because it comes with a facility that will enable you to establish a CRM board, all of the information pertaining to your customers will be brought together in one place. It will have a format that may be altered in any way imaginable.
The Good
- Versatile task and project management features.
- Highly customizable workflows and boards.
- Intuitive user interface.
- Collaboration and communication tools.
- Wide range of integrations.
- Automation capabilities.
The Bad
- Pricing can be higher for advanced features.
- Steeper learning curve for complex use cases.
Pipedrive

Feature | Details |
---|---|
Product Name | Pipedrive |
Sales Pipeline | Visual sales pipeline management, deal tracking, and progress monitoring |
Contact Management | Centralized contact database, lead tracking, and customer segmentation |
Email Integration | Email syncing and tracking, email templates, and automated email actions |
Sales Analytics | Sales reporting, sales forecasting, and performance tracking |
Activity Tracking | Activity logging, call tracking, and task management |
Mobile App | Mobile app for iOS and Android |
Pipedrive offers a free trial that lasts for a period of 14 days. There are four different pricing options available: Essential, which costs 11.90 USD per user per month; Advanced, which costs 24.90 USD; Professional, which costs 49.90 USD per user per month; and Enterprise, which costs 74.90 USD per user per month.
The application will allow you to utilize your favorite email inbox and will automatically link the deals and contacts to the emails you send and receive. This will make it easier for you to monitor sales interactions. Pipedrive can be connected to any sales-enhancing app of your choosing using its open API. The mobile app can be downloaded for use on both iOS and Android devices.
The Good
- Streamlined sales pipeline management.
- Easy-to-use interface.
- Email integration and tracking.
- Sales analytics for data-driven insights.
- Task and activity tracking.
The Bad
- Limited customization options.
- Advanced features may require additional integrations.
Zendesk

Feature | Details |
---|---|
Product Name | Zendesk |
Ticket Management | Help desk ticketing system, email integration, and ticket tracking |
Customer Support | Multichannel support, knowledge base, live chat, and self-service options |
Team Collaboration | Internal communication and collaboration tools |
Reporting | Performance metrics, customer satisfaction surveys, and reporting dashboards |
Integration | Integration with CRM and other business tools |
Mobile App | Mobile app for iOS and Android |
Essential costs $5 per agent per month, Team costs $19 per agent per month, Professional costs $49 per agent per month, Enterprise costs $99 per agent per month, and Elite costs $199 per agent per month. These are the five pricing levels that Zendesk offers. Elite costs $199 per agent per month. These are the rates for a single year’s worth of service. The product can be tried out for free before purchase.
The support software offered by Zendesk offers solutions for your help desk that will assist you in developing a more positive relationship with your customers. The goal of the customer management solution offered by Zendesk is to enhance both communication and the overall connection with customers. It offers a solution that can integrate with customer relationship management (CRM) platforms.
The Good
- Robust ticket management system.
- Multichannel customer support options.
- Collaboration tools for internal teams.
- Extensive reporting and analytics.
- Integration capabilities.
The Bad
- Learning curve for advanced features.
- Higher pricing for additional features.
HubSpot CRM

Feature | Details |
---|---|
Product Name | HubSpot CRM |
Contact Management | Contact database, lead tracking, and segmentation |
Deal Management | Visual deal tracking, sales pipeline management, and progress monitoring |
Email Integration | Email syncing and tracking, email templates, and automated email actions |
Reporting | Sales analytics, performance tracking, and customizable dashboards |
Automation | Workflow automation and time-saving automations |
Integration | Integration with HubSpot’s marketing and sales tools |
Mobile App | Mobile app for iOS and Android |
The HubSpot all-in-one CRM tool is flexible, cohesive, and easy to use. It was made in-house with your growth in mind. It has tools like tracking and notifying you about emails, tracking prospects, setting up meetings, and even live chat, so you can stay in touch with the most important part of your business—the customers.
You can connect your HubSpot CRM to Gmail, G Suite, Office 365, and Outlook so you can spend less time taking notes and more time building relationships. HubSpot gives you access to endless users, data, and up to 1,000,000 contacts, and there is no time limit or expiration date. This is true whether you have one team member or a thousand.
The Good
- Free CRM with essential features.
- Easy contact and deal management.
- Email integration and tracking.
- Extensive reporting and analytics.
- Integration with HubSpot’s marketing tools.
The Bad
- Limited customization options in the free version.
- Advanced features require paid plans.
Honeybook

Feature | Details |
---|---|
Product Name | Honeybook |
Project Management | Project and task tracking, customizable workflows, and file sharing |
Client Communication | Client portal, email communication, and document sharing |
Online Payments | Invoicing, payment processing, and online contract signatures |
Automation | Workflow automation and task reminders |
Reporting | Sales and project reporting |
Integration | Integration with popular business tools |
Mobile App | Mobile app for iOS and Android |
Honeybook has everything your business needs to send invoices, contracts, payments, and updates to clients on the state of their orders. This software is great for small business owners and traders who tend to work on projects at a time. Honeybook has themes that will make your customers happy from the time they start working with you until the time they stop.
After sending a proposal that fits with your brand’s style, you can use the simple Scheduling tool to invite clients to book meetings with you. Is it time to make a deal? Use the Contracts tool to get digital signatures, which will let you know as soon as the client has finished their documents.
The Good
- Project management and task tracking features.
- Client communication tools.
- Online payments and contract management.
- Workflow automation.
- Integration options.
The Bad
- Limited customization options.
- User interface can be improved.
Dynamics 365

Feature | Details |
---|---|
Product Name | Dynamics 365 |
Customer Relationship Management | Contact and lead management, sales automation, and customer service |
Sales Management | Sales forecasting, opportunity management, and sales analytics |
Marketing Automation | Campaign management, lead nurturing, and email marketing |
Customer Service | Case management, ticketing system, and customer support |
Integration | Integration with Microsoft products and other business tools |
Mobile App | Mobile app for iOS and Android |
Dynamics 365 is a client management software solution for big business teams that want to do more in less time and deliver more value. It can help you make an impact faster. Whether your sales cycle is long or short, this software will help you because it lets you and your team quickly bring on new clients in just a few days.
Dynamics 365 uses flexible, pre-built apps that work well with other Microsoft apps you already use, like Teams and Outlook. This means you can spend more time building connections with your customers on systems you’re already familiar with instead of putting together a whole client management ecosystem out of products that have nothing in common.
The Good
- Comprehensive CRM capabilities.
- Sales automation and forecasting.
- Marketing automation features.
- Customer service and support tools.
- Integration with Microsoft products.
The Bad
- Complex setup and customization.
- Higher learning curve.
Questions and Answers
Yes, client management software is helpful for all types of businesses, even small ones. It makes it easier for small businesses to handle their clients, stay organized, and give great customer service. It can be especially helpful for small businesses that want to get more customers, keep in good contact with them, and grow long-term relationships.
Yes, many client management software programs can work with popular business tools like email apps, calendars, project management software, customer support systems, and more. Integrations make it easy for different platforms to share and work together on data in a seamless way. This increases productivity and reduces the amount of human data entry.
When choosing client management software, you should think about your business’s needs, as well as scalability, ease of use, customization options, price, customer service, and security. It’s best to look at several choices, read reviews from other users, and even try out free trials or demos to figure out which software fits your needs best.