Tired of juggling multiple clients and struggling to keep track of their needs? Look no further! We’ve rounded up the 11 best software tools for client management to help your business stay organized and efficient.
Level up your client management game and check out our list of recommended software products that can take your agency to the next level!
Why Do You Need Client Management Software?
As your business grows, managing multiple clients and their differing needs is challenging. A good client management software tool can help you stay organized, and keep track of your clients’ unique requirements.
By incorporating an effective client management tool into your agency’s workflow, you’ll see significant organizational gains – which in turn will lead to better customer service, higher client retention rates, a reduction in wasted hours, and ultimately, higher profits.
What Makes Client Management Software Great?
The best client management software solutions provide a number of key features that can help you manage your clients more effectively. Some of these features include:
- User-friendly interface: The software should be easy to navigate and use, with clear instructions and straightforward tools.
- Comprehensive client information: The software should allow users to store and access all relevant client information in one place – this may include contact information, communication history, and notes on their needs and preferences.
- Automation and scheduling tools: The software should allow users to automate certain tasks, such as scheduling appointments or sending invoices, to save time and improve efficiency.
- Collaboration tools: The software should include features that allow users to collaborate and communicate with each other, such as project management and team communication tools.
- Customization and integration: The software should allow users to customize their workflow and integrate with other tools and systems they may be using.
So, with these features in mind, let’s take a look at the 11 client management tools we have identified that deliver exactly what agencies need.
The Best Client Management Software
Cost: You can start using Atarim for free, and for some people, our Free Forever plan may be more than enough. And upgrading starts at just $16/month for a single user, with the option to add extra seats for $80 per year, per seat.
Atarim is the leading visual collaboration platform trusted by 13,000+ agencies (web dev, design, and beyond) worldwide, supporting project delivery for 1,200,000+ of their clients and stakeholders. Redefining how they work with their clients and team to eliminate client delays and enjoy delivering projects in weeks instead of months.
A solution built based on years of experience dealing with the most common challenges agencies face:
- Curbing people’s tendency to send in requests wherever suits them best – WhatsApp, Email, scanned annotated printouts of a webpage (yes, we’ve seen it all, as have our users, and we’re tired of it).
- Mitigating scope creep – where clients “sneak in” more work (expecting it to be included in the original agreement).
- The infamous endless back-and-forth communication trying to identify exactly what needs to be done.
- Delivering a superior experience, improving efficiency, and making it easier for those involved to play their role (in a timely manner).
Built on the foundation of point-and-click collaboration – allowing clients to simply point at what they’re referring to and then immediately leave feedback, say what needs to be changed, etc. Agencies, developers, and project managers use Atarim to eliminate the need to rely on guesswork and endless back-and-forth email communication, beyond collaboration also powering reporting, time tracking, work summaries, and more.
It’s really easy to forget that many clients aren’t familiar with the language of web development and will often describe what they want using misleading terms.
Do they mean ‘tab’, or do they actually mean ‘header’? Do they mean ‘link’, or should that be a ‘button’?
Atarim cuts this entire issue out of the equation, brings delivery times down from weeks to days, and helps developers to deliver more in less time, significantly increasing their revenue.
We strive for more than just revolutionizing the way the industry works – we help to boost revenue and efficiency and make the life of everyone on your team easier.
Trusted by the largest brands and enterprise companies in the world – you’ll not only be in great company, you’ll be using the same product trusted by industry-leading companies.
Cost: There is a free forever plan available with limited features; paid plans start at $5/user/month.
Trello is a project management and collaboration tool that can help you manage your clients quickly and easily using Kanban style boards and lists. It allows you to create boards for each of your clients and use them to organize and track their projects, tasks, and communications. This allows you to centralize all of the information and communication related to a client in one place. This Kanban style board can also be used as a quick visual representation of progress.
You can use Trello’s integrations with other tools, such as Google Drive and Slack, to connect your workflow and improve your efficiency. This can help you streamline your processes and save time.
Cost: The basic plan can be used for free, but the premium plan costs $13.49/user/month.
Asana is a popular project management tool that allows users to easily create and assign tasks, manage team member progress, and collaborate on projects in real time. It has a user-friendly interface that can be used for various internal functions, such as bug tracking, applicant tracking, and setting up pipelines.
It can also be used for customer relationship management (CRM), as customers can be treated as tasks or projects, and every interaction with them can be recorded in the notes and comments section.
There are two main options for organizing customer information in Asana: either by creating a separate task for each customer or by creating a separate project for each customer. If a team has a lot of customers and typically only one person works with each customer, it may be better to use separate tasks. However, if the work for each customer is more involved and requires input from multiple team members, it may be more effective to use separate projects.
Cost: Although a free plan is available, you’ll need to pay $12.5/user/month to unlock most of the functionality.
Monday is a popular CRM tool that is used by many businesses and teams to manage their clients. It offers a range of features that make it a versatile and user-friendly tool for managing client relationships, such as the ability to create custom pipelines, automate workflows, and track progress on projects.
The sales forecasting feature is useful for gaining deeper insights about projected sales and any unmet targets. It also offers a range of integrations with other tools, such as Slack and Google Drive, which can help teams work more efficiently and effectively.
Cost: You can start with the free plan, and then later upgrade to the team plan by paying $9.80/user/month to unlock more features.
Wrike is a client management platform that offers project management and task management tools, such as project tracking and resource management. It also integrates with other tools, such as Slack, Salesforce, and Microsoft Teams.
It has a comprehensive CRM system to keep customer data at your fingertips and offers templates to help users quickly get started with client engagements. For example, there’s a template to receive requests through a form, manage them using traffic control, and keep track of overall performance using reports.
Cost: You can use the free plan with up to 5 team members. Plus plan costs $14/month.
Podio is a work management platform that offers tools for managing clients in an agency. It has a customizable interface that allows users to create a workspace specific to their agency and client needs. It offers features such as project management, task management, collaboration, and communication tools.
The platform also has a comprehensive CRM system that allows users to easily access and manage client information, including logging interactions and tracking pain points. It offers integrations with several other tools, such as Salesforce and Google, to provide a seamless workflow.
Cost: $40 per month
Zoho CRM is a customer relationship management (CRM) platform that offers tools for maintaining relationships with clients. It has a useful set of features that allow users to manage and track all aspects of their interactions with clients, including sales, support, and marketing.
The platform offers tools for managing and organizing client information, including contact details, communication history, and activity logs. You can also use collaboration and communication tools, such as email, chat, and video conferencing.
Cost: It is open source and can be used for free.
Redmine is an open-source project management and issue tracking platform. It offers a range of features and tools to help users manage and track their projects, including support for multiple projects, issue tracking, and Gantt charts.
You get a customizable interface and a flexible permission system that allows users to tailor the platform to their specific needs. It offers collaboration and communication tools, such as forums, news, and a document management system, to help teams work together effectively.
Cost: The community version can be self-hosted for free. The basic plan costs $435/year for both on-premises and cloud hosting and allows up to 5 users. The same plan would cost you $510/year if you choose to enable BIM features (Building Information Modeling).
OpenProject is an open-source project management platform that offers a range of features and tools to help users manage and track their projects. It has a customizable interface and a flexible permission system, allowing users to tailor the platform to their specific needs. It also offers tools for project planning, including support for Gantt charts, as well as issue tracking and time tracking.
It also offers collaboration and communication tools, such as forums, news, and a document management system, to help teams work together effectively. It’s known for its extensibility, with a large number of plugins and integrations available to enhance its capabilities. For example, you can connect with GitHub to check the status of a pull request, or use the Nextcloud integration to share files with team members.
Cost: It can be used for free on the cloud, with certain storage limitations, or self-hosted for free to remove those limitations. You can get premium support for $70/month.
Taiga is an open-source project management platform that offers a Kanban module for managing work items. The Kanban module allows users to create their own set of Kanban columns and set Work in Progress (WIP) limits for each column.
Taiga also offers the ability to create Kanban swimlanes, which are independent sections of the Kanban board that can contain separate sets of work items. Taiga includes a number of customization options, such as the ability to define custom fields, and change the color and icon of each work item type.
Cost: It is open source and free to use.
ProjectLibre is an open-source project management platform that offers a range of features, including support for Gantt charts, resource management, issue tracking, and collaboration tools. ProjectLibre is compatible with Microsoft Project files and is available for Linux, macOS, and Windows.
After taking a look at the most popular and effective tools in the client management industry, we think it’s pretty clear that Atarim is the clear choice, especially if you want to start taking advantage of visual collaboration. But don’t take our word for it:
12,000+ agencies trust Atarim to speed up their project and support delivery for 1,200,000+ of their clients and stakeholders.
Try the Atarim free forever plan today and experience the benefits of better client management for your agency.