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10+ Best Client Management Software 2023

Salesforce Sales Cloud Client Management

A Client Management System is a software application that keeps track of individual relationships between a business and each of its customers. Sales, marketing, and support teams often refer to data in the Client Management System to establish and nurture customer relationships so that they become loyal clients.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Salesforce Sales Cloud Client Management 4.5 Marc Benioff $150 1996 $17.1 B 49000+ San Francisco 1784+ Reviews N/A
Zoho CRM Client Management 4.1 Sridhar Vembu $10.43 2001 $500 M 9100+ Chennai 1877+ Reviews 13000000+
Allclients.com 4.4 Jeff Shamus $29 2004 $1 M 10+ Nevada 1923+ Reviews N/A
Freshworks Client Management 4.1 Girish Mathrubootham Free 2010 $100 M 1000+ San Mateo 1847+ Reviews 100000+
vCita Client Management 4.5 Itzik Levy $19 2010 $16 M 210+ Bellevue 1688+ Reviews 1500+
Insightly Client Management 4.2 Anthony Smith $29 2009 $4 M 190+ San Francisco 1852+ Reviews 184000+
Keap Client Management 4.2 Clate Mask $64 2001 $100 M 650+ Chandler 1753+ Reviews N/A
Redtail CRM Client Management 4.3 Brian McLaughlin $99 2003 $26.1 M 105+ Sacramento 1632+ Reviews N/A
Monday.com Client Management 4.7 Roy Mann Free 2012 $112.5 M 471+ Tel Aviv 1963+ Reviews 100000+
Bitrix24 Client Management 4.1 Sergey Rizhikov Custom 1998 $25.8 M 166+ Virginia 1852+ Reviews 5000000+
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Salesforce Sales Cloud Client Management

4.5 User Rating
$150 Price
Personal marketing data, Social insights, Heavily automated solution Features
Overview
From the beginning, Salesforce has strived to improve the world through technology that strengthens relationships. Since its founding in 1996, the platform has brought people together to help businesses and communities achieve their grandest ambitions, overcome their most difficult problems, and harness their success to make the world a little better.
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Zoho CRM Client Management

4.1 User Rating
$10.43 Price
Analytics, Sales Process Builder, Workflow Automation Features
Overview
Zoho CRM, which was launched in 2001, combines accessibility, customization, functionality, and scalability to help businesses of all sizes and sectors manage their customer interactions. Every team has all they need to handle clients' demands proactively and cultivate profitable, long-term relationships, thanks to the platform's comprehensive client information database, robust sales automation tools, and in-depth analytics and reporting.
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Allclients.com

4.4 User Rating
$29 Price
High Deliverability Rates, Email Analytics, Sales Campaigns Features
Overview
The AllClients client database software is suitable for a wide range of small enterprises. The system is designed to provide users with the email marketing and CRM features they will need to run and develop their business. The company was founded in 2004 by co-founders Jeff Shamus and Todd Binder.
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Freshworks Client Management

4.1 User Rating
Free Price
Custom Sales Activities, SMS Integration, Workflows Features
Overview
Freshworks CRM, or Freshsales, founded in 2010, is a user-friendly customer relationship management application that organizes all of a user's information in one place, making client administration easier. It isn't simply restricted to contact details and social media profiles; customers can also navigate through the full discussion history, deal information, and more.
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vCita Client Management

4.5 User Rating
$19 Price
Billing & invoicing, Marketing campaigns, Appointment reminders Features
Overview
Itzik Levy and Eran Utmazgin started vcita in 2010 with the belief that small business owners deserved better methods to conduct themselves. It has grown into an all-in-one business management and customer interaction solution over time. The company meets the day-to-day demands of SMEs, allowing them to remain competitive in an ever-changing digital-first market thanks to its mobile app and education portal.
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Insightly Client Management

4.2 User Rating
$29 Price
Relationship linking, Workflow automation, Lead routing Features
Overview
Insightly, situated in San Francisco, was founded in 2009 and has received $50 million in funding from top venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer, and Sozo Ventures. Insightly is the world's most popular CRM software for Google and Office 365 customers, with over 1.5 million users and over 25,000 enterprises globally.
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Keap Client Management

4.2 User Rating
$64 Price
Email Marketing, Lead Management, Reporting & Analytics Features
Overview
The Keap platform is on a mission to assist serious entrepreneurs in growing their businesses without the hassle. The company was founded in 2001 and now employs over 398 individuals. Every day, the platform's more than 125,000 Keap users make the decision to keep going, keep serving, and keep developing.
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Redtail CRM Client Management

4.3 User Rating
$99 Price
Mobile App, Workflow, Reporting Features
Overview
Redtail was founded in 2003 by Brian McLaughlin and Andy Hernandez with the goal of creating a web-based client relationship management application that would allow advisors to access their client and calendar data from anywhere at any time. Redtail was named after the CEO’s red-tailed golden retriever. The company has offices in Sacramento, California; Chandler, Arizona; and Atlanta, Georgia.
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Monday.com Client Management

4.7 User Rating
Free Price
Integrations, Automations, Dashboards Features
Overview
Through its robust client management software, Monday.com helps over 152 thousand teams function without limitations. Users can personalize client management software and quickly track and maintain client connections using the system. Co-founders Roy Mann and Eran Zinman launched the company in 2012, and it now has a global team of over 1,100 employees.
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Bitrix24 Client Management

4.1 User Rating
Custom Price
Google Analytics integration, Time tracking, Sales automation Features
Overview
Bitrix24 is an online workspace that was launched in 1998. CRM, which includes project management, online collaboration, and communication tools, lies at the heart of Bitrix24. Bitrix24 is a highly adaptable platform that can be used by a wide range of teams to achieve exceptional results in collaboration, CRM, tasks and projects, sites and stores, and HR and automation.