11 Best Client Management Software for Teams in 2025

engage clients and past customers through integrated email. Sync Gmail and Outlook with the CRM and analyze all email communication. Take notes, set meeting scheduling, log calls, and use personalized email templates for increased efficiency.

gain full visibility into deal progress, revenue targets, and sales team performance. You can build custom dashboards to monitor sales activities, deal timelines, and budgets. You can also filter reports by sales rep, deal value, month, and more.

manage more leads and qualify them using custom scoring rules and engage them through messaging that’s based on where they are on their customer journey. Easily import any contact record, merge duplicate client data and send personalized emails from the CRM.

customize Monday.com and build workflows that fit your unique processes without any coding experience. You can also create pipelines with sales cycles adapted to specific products and services and easily move deals across stages.

manage the automation of repetitive work like updating deal statuses, sending email reminders, and set up lead routing. Take sales automation further by using integrations that sync data and save time for closing more deals.

Pipedrive stands out among other client management systems for helping users identify which features and integrations they need to boost sales. Get your client information enriched using social media details and learn which deals to prioritize and what risks to look out for.

automatically create a deal once new clients are added and notify sales reps through email. You can also automate your workflow, define rules to trigger events, move deals across stages, and handle recurring tasks.

set up deal or activity-based goals and add details such as periods, assignees and pipelines. Using goals to shape your focus, you can manage deal tracking by monitoring value or count-based metrics.

create and customize your pipelines and use color codes to differentiate between deals. You can categorize activities to show what’s overdue and automatically assign qualified leads to your sales reps.

add new leads into your pipeline or temporarily store them in your Leads Inbox. You can import leads, organize them using labels, add them to email lists, and get notified when leads start getting cold.

capture leads using Keap’s landing pages, custom web forms added to your website, and consultation appointments. You can automate lead scoring, use custom tags to categorize leads, segment them using different criteria, and nurture them using personalized emails.

separate personal and business communications by adding a business line to your phone. Choose a local or international number, set up auto-replies, customize voicemail, and use the mobile app to launch sequences.

improve engagement and conversion rates by combining email and text marketing. You can add shortened links and custom opt-in messages, use text and email templates, conduct A/B testing, and launch sequences based on the actions taken by your clients.

analyze every data point and get insight into your client relationships. You can report on campaign performance, filter reports by period, analyze trends, and easily identify what needs improvement.

create custom pipelines that make it easy to move leads automatically through your sales funnel. Create tasks for your sales reps, send follow up emails and monitor performance to learn how to optimize your sales process.

get full pipeline visibility and create multiple sales pipelines customized according to your sales process. You can define sales management goals, set revenue forecasts, create sales documents such as quotes and MSAs, and manage your pipelines collaboratively across sales teams.

let Freddy analyze your data and set up the sales activities that will help you close deals faster. Freddy can qualify leads, predict deals’ success rate, detect when a contact is out of the office, set up tasks and appointments, and generate custom reports on sales forecasting.

improve efficiency and close more deals by automating interactions with clients along your customer journey. You can automatically assign leads to your sales reps, run campaigns using personalized communications, re-route calls when not in the office, and set up integrations that trigger workflows.

manage leads by syncing your email with the client relationship management software tool to run nurturing campaigns more efficiently. You can integrate FreshWorks CRM with WhatsApp, engage potential customers using chat and use the call feature to make, log, record, and transfer calls.

use the mobile CRM app to take notes, add voice recordings, access CRM data when offline, and send bulk SMSs. You can also send emails, bookmark favorite websites, and schedule and join Zoom meetings from the FreshWorks CRM mobile app.

HubSpot CRM adds details to your contacts from its record of 20M+ businesses. From making calls and taking notes to scheduling meetings and assigning tasks, this contact management software helps you improve sales performance by doing all your sales work on the same screen.

get all your sales activities logged and displayed in a detailed timeline inside HubSpot CRM. Understand your customer journey through different touchpoints, use web forms on your website to capture leads, automatically score them, and segment them for nurturing.

HubSpot is one of the best marketing attribution tools around. It not only helps you capture leads, run ads and chat with online visitors, but also analyze performance and make data-driven decisions to improve conversions.

create your HubSpot CRM pipeline using the drag and drop editor and customize deals. You can track deals through the mobile app and use the sales dashboard to gain insight into team performance and contribution toward growth.

as part of its business solutions, HubSpot offers a system for managing customer tickets from a shared inbox with features for adding notes and tags. Assign tickets to customer service teams, automatically escalate issues, set ticket priority, create reporting dashboards, and analyze customer experience metrics.

engage this conversational Artificial Intelligence bot via chat or call and get the answer displayed or read out to you. This AI powered sales assistant can take notes, automate sales tasks, monitor the competition, and recommend upsell and cross-sell opportunities.

add contacts to Zoho CRM by scanning business cards or capture leads using smart forms and landing pages. Engage leads using web chat, set up scoring rules, monitor tweets from the CRM, and automatically assign leads to sales reps.

connect with leads and customers on different channels. From within Zoho CRM, you can send emails, track performance, make and log calls, make presentations, chat live, and set up self-service portals.

Zoho CRM allows you to add powerful analytics widgets to custom dashboards, create multi-dimensional reports with filtering options, visualize data using charts, and analyze time-based metrics. The reports are clear and help you understand what you can optimize to support business growth.

using Zoho CRM, you can create pipelines for different products or services, send personalized quotes, set up workflow alerts, identify bottlenecks, and monitor deals to improve your processes.

use multiple data points to understand relationships and build trust with prospects and customers. Link the records of your prospects to those of your existing customers to identify connections. You can then leverage those networks to close more sales.

analyze data, track sales figures and optimize your sales processes. Create custom dashboards, share them with team members, and generate reports enabling you to understand how different sales activities impact business growth.

build custom integrations to connect Insightly with the apps you use. The drag and drop editor helps you create sophisticated integrations and workflows that can be easily scaled and automated.

improve customer experience by closing tickets faster and analyzing ticketing data. Review the full ticket history, check integrated knowledge articles and track performance metrics in real-time.

build customer journeys that can handle complex lead nurturing. You can segment leads, A/B test campaigns, analyze open rates, CTRs and other metrics, and optimize your processes for increased conversions.

estimate the future revenue of your company and monitor deal progression. Identify and fix bottlenecks, analyze sales activity records, track performance metrics, and utilize customizable dashboards to improve pipeline visibility.

Zendesk Sell is one of the best cloud based CRM platforms in the market today for qualifying leads faster and automating your outreach activities. With access to 44M+ businesses and 350M+ prospect records, you can update every contact record with relevant details and send personalized emails.

manage sales conversations with customers across multiple channels and instantly know where potential clients are in their journey. Understand customer queries, answer questions using a bot, set up a live chat, and send group messages via mobile.

engage prospects and customers through calls to resolve issues and close deals faster. Integrate a call button in your app or website, set up call center solutions, and extend the dialer with tools for transcription and quality assurance checks.

monitor your client management process and track sales performance. Analyze historical data to identify trends, filter detailed reports, customize dashboards and charts, manage customer lifecycle, and instantly share reports or send them later.

create multiple pipelines and manage them on one page. You can use tags to categorize deals, instantly see the value of deals, create milestones to easily track deal progress, and forecast deal value.

generate reports that give you all the information you need to monitor closed deals and sales team performance. Check which sales activities improve revenue growth, filter data by sales rep or period, and identify trends to help you fix performance issues.

import customer data from Outlook, G Suite, and CSV files and manage all interactions from a single location. You can also search inside emails and notes and categorize contacts using custom tags.

create tasks for Google calendar events and phone calls to ensure no opportunity is lost. You can link tasks to contacts, automate email marketing tasks to create custom workflows, and use the calendar view to see upcoming tasks.

quickly move forward after closing deals and use the Projects feature to manage the work that will deliver products and services to your customers. Manage projects using Kanban boards, improve team collaboration, group related tasks into Tracks for increased efficiency, and manage team workload effectively.

build client relationships by leveraging Dynamics 365 and LinkedIn Sales Navigator. Learn more about your potential customers, identify decision makers and influencers, monitor relationship health and risks, track behavioral metrics, and improve customer lifecycle.

get a 360-degree view of your clients and use AI-driven insights to shorten sales cycles, improve personalization, automate workflows, reduce customer churn, and optimize customer journeys.

receive and analyze omnichannel feedback to understand customer sentiment. You can identify and fix bottlenecks, measure customer satisfaction, share feedback with team members, and automate follow up actions.

use AI to predict customer intent and deepen your connection with clients. Segment your leads and run targeted ads to close more deals, improve sales, conduct prospect tracking, manage customer support queries, and turn leads into loyal clients.

enjoy cross-departmental collaboration, manage sales forecasting and use customizable dashboards to track performance metrics. You can also manage your entire supply chain on the cloud based system and utilize machine learning to scale business growth.

enrich your client records using social data and review their deals and communication history to understand their needs. You can collaborate on managing contact records and access all customer data on mobile.

analyze real-time sales data and historical interactions with your customers to monitor business performance. You can customize reports, use filters, modify data charts, and build custom sales forecasting reports.

monitor deals in real-time, create quotes and use email templates to send them from within the sales cloud CRM. You can also customize the pipeline to fit your sales processes and use AI to create flexible forecasts.

get more out of your campaigns by letting Einstein handle your marketing and sales automation. Collaborate with your team on creating custom dashboards, analyzing marketing data, exporting reports, and optimizing spend based on ROI.

work on files as a team and manage access through permissions. You can use filters to search for files, get notifications on new versions of the files you follow, and use tags to categorize files in a library.