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7 Best Client Management Software Tools for Small Business Success

Learn all there is to know about client management software and the benefits they have in store for your small business.

Bailey Keppel
Bailey Keppel
5 min read
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So you’re a small business owner wondering if you’re in need of client management software.

The answer is yes, and we’re here to explain why.

Whether you have two or 200 customers, a CRM (Customer Relationship Management) tool is a must to conduct business and grow your client base. Nowadays, CRM systems do much more than simply store contact information.

If you’d like to cut to the chase, you can try Contact Hub for free to experience how a user-friendly client management software can improve your small business.

Try Contact Hub

Otherwise, let’s explore a little further as we explain all you need to know about client management software.

What is Client Management Software?

Client management software—commonly referred to as a CRM system—is a database that helps you store, manage, and organize information about your customers.

It serves as a platform to log information on both existing and potential clients.

Best Systems in the Market

"CRM" displayed in the foreground of an image of a group of people

There’s a myriad of different CRM system options available for small business owners. Each one comes with unique features, pricing models, and functionalities, and it’s up to you to see which one will work best for your given industry, client base, company size, and budget. Here are the top seven client management softwares:

1. Contact Hub

Price: $0

Top perk: Contact Hub is user-friendly and a great tool for small to medium-sized service-based businesses. Its main perk is its ability to sync with your existing tools, such as Quickbooks, Outlook, and Google. It also has an instant chat feature which makes it easy to communicate with your customers.

2. Monday.com

Price: $0 - $48

Top perk: Monday.com offers custom templates and has a built-in project management system to help you and your employees to stay more organized.

3. Zendesk

Price: $19 - $99

Top perk: Zendesk offers customizable plan options specific to your needs. For example, you can enroll in plans geared towards sales, service, enterprise, etc. depending on what you’re looking for.

4. Airtable

Price: $0 - $20

Top perk: Airtable’s claim to fame is that their product is structured with the familiarity of an excel sheet. Their calendar views, spreadsheets, and other features are conventional and easy to learn.

5. HubSpot

Price: $45 - $1,200

Top perk: HubSpot is a well-rounded tool that will fit most companies’ needs. A major benefit is their inclusive packages curated for marketing, sales, and service.

6. Capsule

Price: $18 - $54

Top perk: Capsule has a unique way of combining CRM with project management and lead capture. One of its main selling points is its customizability.

7. Pipedrive

Price: $12.50 - $49.90

Top perk: Pipedrive is a sales-specific CRM tool that functions, in part, as a lead-capturing tool. This software makes it easy to watch your sales pipelines and stay organized while doing so.

Does Your Business Need a Client Management Software?

A CRM system is a must-have piece of business equipment for any small business owner. In addition to storing all of your current customers’ contact information, it also hosts important information on your potential clients and leads, which is key to scale your business.

In simple terms, having client management software is necessary because it allows you to:

  • Grow your customer base.
  • Instantly access client information.
  • Interact with customers more effectively.
  • Create targeted promotions and campaigns.

Being old-fashioned is one thing—and a good thing in many ways. But missing out on revenue because of the inability to store and access client information is a problem.

Without a proper client management software, you risk having unorganized customer data, generating less concrete leads, and giving an “out-of-date” impression to current and potential clients.

What are the Benefits of Having Client Management Software?

woman writes in a notepad next to a computer

In addition to keeping up with the times and organizing your business effectively, having a powerful CRM system will ultimately make your life easier.

Automation is the name of the game for the online world, so if you intend to sell your services and generate leads through your website, you’ll want to invest in a quality client management software. Let’s explore some more explicit benefits.

Store Customer Contact Information

People want to work with people. When you take the time to personalize your customers’ experience with your company, the odds of renewed subscriptions, referrals, and repeat business will skyrocket.

Client management software helps you personalize a customer’s experience from the get-go by storing important client data, such as:

  • Name.
  • Email.
  • Phone Number.
  • Services.
  • Special requests.
  • Previous service issues.
  • Point of contact.
  • Sign-on date.
  • Address, and more.

Simplify Customer Communication

In addition to storing information, a robust CRM system lets you have a clear overview of your client database and communicate with people easily and effectively.

Most client management software allows you to email, text, or call directly from within the platform. This makes it simple for you to share important news, recent updates, special offers, and more with those seeking or using your services.

Customize Your CRM Experience

A quality client management software serves to customize both your clients’ experience and your business management experience. Not only will customers have personalized service tailored to their specific needs, but your employees will benefit from the transparency and usability of a company-wide CRM tool.

View Accurate Data

Another perk of relying on proper client management software is that it will accurately report key findings and data.

Rather than manually tracking sales, revenue, and other important metrics in an Excel spreadsheet, a CRM software can host this data for you. Not only this, but they can often create visual displays of information and simplify your reporting process.

Pro-Tip: Check out the best CRM features for small businesses to gauge what may work best for you and your team.

Which is Best for Your Small Business?

Depending on the size of your business, long-term goals, and metrics you’d like to track—sales, website clicks, blog views, lead capture, etc.—you may need a more simple or a more robust CRM system. Choosing the right one will have a lot to do with your budget, specific business needs, customer base, and industry.

While there are a lot of options, there is one that stands out from the crowd.

Contact Hub is the leading CRM tool for small business owners. Its cloud-based technology and advanced integration capabilities make it the most powerful and user-friendly software on the block.

With it, you can enjoy:

  • A centralized hub for your business contacts.
  • “Quick contact add” feature to grow your client list.
  • Seamless syncing with other applications like Quickbooks, Outlook, and Google.
  • 1-click messaging feature to easily chat with your customers.

The best part? You can try it out today—free of charge. Get started with a GoSite free account to see how Contact Hub will simplify and grow your small business.

Try Contact Hub

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The easiest way to connect your business with more customers.
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