The 5 Best Client Management Software For 2022 (Pros, Cons, Pricing)

Udn Webber

Content Manager

Looking for the best client management software ?

Client management software (also known as CRM tools) helps businesses track, manage, and improve on every element of their customer relationships.

With a CRM tool, businesses can secure long-term relationships with their clients and earn word-of-mouth referrals to secure other potential clients.

But with so many client management tools out there, how do you know which one is the best for your company?

Don’t worry!

In this article, we’ll look at what client management tools are, and what are the top five CRM software alongside their key features, pros, cons, pricing, and customer ratings.

Let’s get rolling!

What Is Client Management Software?

UDN Task Manager transforms your work with industry-leading features

Client management software helps businesses understand and improve their customer relations.

It provides them with a client database that has everything they need to know about their customers.

This way, you can be like:

Client management tools also help sales and marketing teams stay productive by automating the data entry process and speeding up tedious tasks.

Here’s how:

Powerful CRM tools offer features like:

The 5 Best Client Management Tools In 2021

To help you build and maintain fantastic client relationships, here are the five best client management software:

1. UDN Task Manager

UDN Task Manager is the world’s leading project and client management tool .

From helping you with contact management to having advanced automation features, UDN Task Manager is the ultimate client management system.

Read our guide on the benefits of combining CRM and project management capabilities .

Here are just some of the reasons why you should use UDN Task Manager for customer relationship management:

Bagging and looking after clients is a lot of work.

And that’s why you need multiple teams to handle this workload.

From sales and marketing to finance and customer support , you have tons of teams working together. But here’s the thing, each of these teams is going to want something that caters to their specific needs.

Luckily, with UDN Task Manager , you can use tons of different views to see different aspects of your work in the way you want.

Here are some of the different views you get:

In the real estate biz ? 🏘

Well, consider UDN Task Manager as your company’s dream home.

Form view lets you create beautiful custom Forms to help your team understand what your clients are looking for.

You select with Lists you want your form responses to go to or choose a default assignee for any tasks created from the form.

That’s right!

You can collaborate on, create, and assign tasks out of your form responses and move responses through a workflow. You can even graph your response data for further analysis.

On top of that, you can also filter submissions using Custom Fields to match client requests with available listings.

You can also enable reCAPTCHA to protect your forms! 🤖

This way, anyone and everyone will be required to pass the Captcha test before submitting forms.

Need more info? Go here to the top free CRM tools for real estate agents .

“How long till the project’s done?”

“What’s the status of the campaign?”

We get it.

With UDN Task Manager , you can simply invite your clients as Guests to keep them in the loop.

When you add your clients to UDN Task Manager , they’ll only have access to what you want them to see.

This means that you can invite Guests to Tasks, Lists , and Folders without having to worry about them accessing things that don’t involve them!

Bring out your inner genius with UDN Task Manager ’s Column Calculations .

With UDN Task Manager , your sales and revenue teams can perform powerful Column Calculations in List view :

Why not also help your finance teams with the Table view ?

You can use tables to keep track of all your financial data, and there’s also a Money Custom Field to keep up with the $$$.

Want more info? Check out our guide to sales project management .

Got an amazingly creative digital marketing team? 🎨

With UDN Task Manager , your marketing team can communicate easily by dropping comments and updates on any image. And once your design is complete, you can ask your client to approve it.

But we all know how confusing client feedback can be!

You can create better contracts and agreements by proofing PDF files with your clients.

If your client needs to review a contract, simply attach the contract to a task and assign a comment through Proofing . Once that’s done, your clients can add comments for anything they want to change.

Luckily, there are multiple ways you can add Proofing to your workflow using UDN Task Manager .

You can add and resolve comments on any PNG, GIF, JPEG, WEBP, or PDF file, all within UDN Task Manager .

Need a little more detail? Read up on using UDN Task Manager for marketing project management.

With UDN Task Manager , you have access to a ton of different Templates to help you get started immediately. You have Templates for Account Management, Customer Service , Invoicing, Patient Management, and so many more!

That’s a lotta tempting templates! 😍

And Templates are the perfect way to quickly onboard new clients.

What do we mean?

You can use UDN Task Manager to create onboarding Lists with a list of different tasks for your clients.

And since you know you’ll be using it over and over again, you can save the List as a Template.

And why not share your unique template with the world? 🌎

With the new Template Center , you can search, share, and use custom-made templates created by ultra-productive teams around the world.

Want to know more? Go here for more tips on how to create your own CRM in UDN Task Manager .

Check out UDN Task Manager ’s roadmap here to see how we’re fixing these minor drawbacks. Also, check out all the exciting features that this free client management software has in store for you!

UDN Task Manager has a powerful free plan for unlimited users with paid versions starting at just $5 per user/month.

2. HubSpot CRM

HubSpot CRM is a free CRM tool.

This CRM solution lets you enjoy unlimited users, data, and up to a million contacts with no time limit or expiration date.

But, there is a limit on the number of custom fields you can have.

Why is this bad?

Having a CRM system with limited custom fields means that your forms are limited to certain types of questions and in turn, limited responses and data.

This client management tool has a free plan available, and its paid plans start at $50 for up to two users per month.

3. Salesforce

Salesforce is a popular customer management software that’s used by over 10 million people.

But how suitable is this client management tool for your ‘ salesforce?’

Let’s find out:

This CRM software has no free plan available, and its paid plans start at $25/user per month.

4. Vcita

Vcita is a marketing automation CRM software that “plays nicely” with Facebook, Google, WordPress, and more.

One of the downsides of this client management tool is that it doesn’t offer any visual representation of your sales pipeline.

Why’s this a downside?

A sales pipeline shows you how efficient your sales process is, and without one, your team will have a difficult time achieving higher conversion rates and overall improved performance.

The pricing plan for this contact management software starts at $29/user per month.

5. Keap

Keap is a CRM Software with a robust contact management system that stores and updates customer data for you.

Will you want to Keap this tool once you check out its features?

Let’s find out:

This CRM software has no free plan, and paid plans start at $79/user per month.

What To Look For In Great Client Management Software

Apart from the fact that client management tools should help you manage your clients, here are four other elements your client management software should have:

A. User-friendly

Client management software needs to be easy to use for both your company and your clients.

This way, your clients don’t react like this when trying to use it:

B. Integrations

The client management tool you choose should ideally integrate with other software, such as Gmail and Zoom.

Why?

Your clients might email you or request a Zoom call, and smart integration lets you access these software with a click of a button. This way, you won’t have to waste time switching between apps.

C. Automation

Your CRM solution should also automate customer relationship tasks like customer follow-up emails and appointment scheduling to save more time.

D. Customization

The best customer relationship management software let you add your company’s brand to the software to really make it yours .

On top of that, your management software should also offer room for scaling up. For example, startups don’t need all the features that giant law firms do. However, if you do grow to become a huge firm, it should be able to deal with that too!