Top 10: Сlient Management software

Updated: August 01, 2023

Client management software, also known as customer relationship management (CRM) software, is a powerful tool that helps businesses effectively manage and nurture their client relationships. This software provides a centralized database to store essential client information, including contact details, communication history, purchase history, and preferences. With client management software, businesses can track interactions with clients, schedule follow-ups, and set reminders, ensuring timely and personalized communication. The software also offers valuable insights through analytics and reporting, enabling businesses to understand client behavior and preferences, identify sales opportunities, and optimize marketing strategies. By streamlining client interactions, improving customer service, and fostering long-term relationships, client management software becomes a crucial asset for businesses seeking to enhance client satisfaction and drive customer loyalty and retention. Some of the most popular client management software options are listed below.

See also: Top 10 Online CRM software

2019. HoneyBook, CRM for creative businesses raises $28M



HoneyBook, a customer-relationship management platform tailored for small businesses in creative industries, has announced a successful Series C funding round, securing $28 million with Citi Ventures as the lead investor. This latest funding brings HoneyBook's total raised capital to $72 million. The company plans to utilize the funds to expand its teams in San Francisco and Tel Aviv, as well as develop new features to enhance the user experience for its diverse customer base, which includes small companies, solopreneurs, and freelancers. HoneyBook serves as a comprehensive CRM solution, assisting users in fostering relationships with potential clients, managing projects, generating invoices, and facilitating payments. The platform's tools are specifically designed to cater to the unique requirements of small businesses, enabling them to streamline their operations effectively. With this recent investment, HoneyBook aims to further empower creative professionals by providing them with advanced features and capabilities to support their growth and success.


2016. Zoho CRM 2016 is now available


Zoho has unveiled the latest version of its Zoho CRM. This significant release introduces a range of new features, including multichannel sales, a dedicated email client for salespeople, a marketplace for developers to connect with end users, and more. With multichannel support for phone, email, live chat, social media, and in-person meetings, your team can maximize every interaction at a moment's notice. The newly introduced gamification layer, Gamescope, enables you to create peer-to-peer contests within your teams, making the sales process enjoyable. Utilize badges and trophies to reward best practices, keep your team motivated, identify top performers, and provide coaching insights through Advanced CRM Analytics. Additionally, Zoho Marketplace offers extensions from leading SaaS vendors, such as MailChimp, SurveyMonkey, Zendesk, Eventbrite, Box, DocuSign, SignEasy, Webmerge, and SMS-Magic.


2015. Bpm’online updates its CRM for Financial Services



Bpm’online CRM for Financial Services is designed to empower firms in delivering exceptional customer service. With new features dedicated to corporate banking, lending, underwriting, and product portfolio integration, the product equips a wider range of institutions with the necessary tools to gain a comprehensive 360-degree view of customers and transform it into a competitive advantage. Bpm’online CRM for Financial Services offers banks all the essential tools to streamline crucial customer-facing processes. It comprises four products: marketing, bank sales, lending, and bank customer center, which can be utilized as standalone applications or integrated as a bundle of modules. Banks have the flexibility to select the products that align best with their business requirements, with each product supported by a robust business process management engine. By adhering to pre-defined processes within bpm’online, agents incorporate industry best practices into their workflow, ranging from identifying prospective clients to recommending the most relevant banking products to existing customers at the most opportune moments.


2009. Salesforce announced Service Cloud 2.0



Service Cloud - is the revolutionary customer service solution, that integrates helpdesk with social networks and tools. Today Salesforce unveils the second generation of Service Cloud with 3 new modules: Salesforce Knowledge, Salesforce Answers and Salesforce for Twitter. All them are tightly integrated with Salesforce CRM and built  on top of Force.com (so they can be customized for particular company needs). Starbucks, Comcast and Dell are already using these new tools. ***