2 Best Client Management Software You Should Be Using Today

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Recurring revenue is one of the most powerful revenue sources. And keeping your clients happy and successful is one of the surefire ways to ensure recurring revenue.

It’s not just about making a sale; it’s about making sure they get what they need, keep coming back, and achieving a win-win situation for them and your business.

That’s where the right tools come in.

If you’re looking to boost client retention and grow your business, you need to know about the best client management software out there.

I’ve rounded up some top picks to help you do just that today.

1. Salesforce

When you’re looking to really get a handle on your customer relationships and streamline how your business operates, Salesforce really tops the list here.

With over 150,000 customers, it’s one of the biggest names in the industry for a reason, offering a pretty wide range of tools that can help manage everything from initial sales leads to ongoing customer support.

Think of it as a central hub for all your customer interactions.

Features of Salesforce

One of the standout features is its sheer number of integrations.

You can connect Salesforce with thousands of other applications, which means it can fit into pretty much any existing workflow you have.

This makes it a powerful tool for businesses that are already using a bunch of different software.

Here’s a quick look at what you might expect:

• Lead Management: Keep track of potential customers from the first contact.
• Opportunity Tracking: Follow deals as they move through your sales pipeline.
• Reporting and Analytics: Get insights into your sales performance and customer behavior.
• Customization: Tailor the platform to fit your specific business needs.

Pricing

Salesforce has its pricing based on a per-user basis. It consists of 5 tiers ranging from their starter suite to pro suite and enterprise plan.

The first 3 tiers are:

• The starter suite: Ideal for starting your marketing, sales, service, and commerce.
• The pro suite: Has all the features in starter, but with added flexibility to customize and automate Salesforce according to your business needs
• The enterprise: Has all the features in pro, but includes artificial intelligence features to enhance your customer service function.

The next 2 tiers are tailored for larger businesses who are seeking to consolidate multiple other customer service functions such as chatbots and bots into a singular software:

• Unlimited: Includes everything in Enterprise but with added chatbots, bots, Salesforce knowledge and a full sandbox for your testing abilities
• Agentforce 1 Service: This is the highest tier in Salesforce and is considered the complete client management software, bundled with built-in artificial intelligence, unmetered AI assistants for employees, and integrations with Tableau for your unified data

Who Is Salesforce Best For?

Salesforce is best suited for larger or growing companies that need a robust and adaptable system.

While it offers a lot, I’ve noted that Salesforce can have a steeper learning curve.

Getting everything set up just right might take some time and effort, and the interface isn’t always the most straightforward at first glance.

Also, due to the complexity and the ability to customize almost any area of Salesforce, a Salesforce administrator is often required within your organization so that you can maximize the value for your specific business needs.

However, once you get past these initial humps, the Salesforce CRM platform can really help simplify your work and improve how you connect with your clients.

2. Zendesk

Zendesk is no amateur in the market, and has been around since 2007.

It has over 172,000 organizations ranging from small businesses to large enterprises across various industries.

This extensive customer base relies on Zendesk’s wide range of customer service software to manage their support operations, enhance their customer experience (CX), and leverage AI for personalized support at scale.

Features of Zendesk

Zendesk is most commonly used for its excellent ticketing system, and enables you to centralize all your helpdesk tickets from disconnected channels into a centralized dashboard, while having stellar reporting analytics to dive deep into your client or customer’s behavior.

Here’s what you can expect:

• Zendesk’s Helpdesk: Easily convert any client interaction into centralized tickets with conditions, custom ticket fields, and the ability to view the activity and agent that’s handling it.
• Zendesk Messaging: Enables you to have conversations on messaging applications with your clients or customers directly, where you can guide them to the checkout process or collect contact information before losing them.
• Build Your Knowledge Base: Create your own internal or client-facing knowledge base through FAQs or community forums.
• Sales Enhancement: You also get Zendesk Sell, which can retrieve client or customer information while reducing the number of steps needed to get there.

Pricing of Zendesk

Zendesk primarily has 4 different pricing tiers, ranging from the type of team that you envision should be using Zendesk.

What I mean by that is:

• The Support team: If you’re looking to enhance your support team’s functions, the Support team plan is ideal to get started quickly with optimized email support
• The Suite team: Enhance your support team’s efficiency with artificial intelligence support across all your client communication channels
• The Suite professional: Extend artificial intelligence into your operations by adhering to service level agreements using data integrations
• The Suite enterprise: Includes AI change management tools and set your own sandbox environment where you can view audit logs, visual data alerts, and business rules analysis

It’s a pretty solid choice if you want to reduce customer churn and boost satisfaction.

By proactively managing your customer relationships, you’re setting yourself up for more repeat business and positive word-of-mouth.

Wrapping Up Your Client Success Journey

So, you’ve seen some of the top tools out there that can really help you manage your clients better.

Picking the right software isn’t just about checking boxes; it’s about making sure your clients feel heard and supported.

When you get that right, they tend to stick around, and they might even tell their friends about you. That’s a win-win, right?

Think about what your business needs most – maybe it’s smoother onboarding, better communication, or just keeping track of everything in one place.

By choosing one of these platforms, you’re setting yourself up to build stronger relationships and grow your business.

Give one a try and see how it changes things for you and your clients.

Frequently Asked Questions