10+ Best Client Management Software 2023

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.