Irov Vaul June 4th, 2024

Client Management Tools Unleashed: 9 Best Picks for 2024

As companies scale and their customer base expands, the demand for managing clients and meeting growth targets intensifies exponentially.

Enter client management tools that simplify task and activity workflows. This software empowers teams to channel their energies where it truly counts: delivering unparalleled customer service. 

With client management software, businesses can confidently navigate the complexities of scaling, ensuring that each interaction with their valued clientele remains exceptional.

With so many market options, it can be difficult to make the right choice. But don’t fret—we’ve done the leg work for you and created a list of the 8 best client management tools for 2024. Let’s get started!

Overview of Client Management Tools

Client management tools are designed to streamline and enhance managing customer relationships. These tools typically offer features like contact management, communication tracking, task automation, and analytics features. 

These tools enable businesses to provide exceptional customer service, optimize workflows, and drive growth and profitability by centralizing client data and facilitating efficient communication and task management.

Selection Criteria for the Best Client Management Tools

We followed a four-step selection criteria—

  1. Has the product been a good partner in helping the client’s business?
  2. Contact and account management
  3. Pros and Cons
  4. We also follow G2 reviews from real customers to determine this list. Let’s get right into it.

Top 9 Client Management Tools for 2024

  1. Jotform
  2. Salesforce
  3. Hubspot
  4. Nifty
  5. Bitrix 24
  6. Zoho CRM
  7. ClickUp
  8. Freshworks CRM
  9. Monday.com

In-Depth Review of Selected Tools

1. Jotform

Jotform sets itself apart from other client management tools by offering users a unique workflow automation capability with its form builder, tables, approvals, and teams products. 

Jotform's lead generation templates are customizable based on your business type, nature, and purpose, allowing you to enlarge your database in an automated way. You can confidently strengthen your team's communication with clients with the forms you create. You can also use your data offline, download it, or utilize Jotform's no-code app builder to develop a mobile application.

Jotform is available on the free plan with a limit of 100 monthly submissions and 5 forms. Additionally, Jotform offers discounts to non-profit organizations and educational institutions.

Pros

  • Fully customizable
  • Ready to use templates
  • Integrations
  • Intuitive Interface

Cons

  • Learning curve
  • Comparatively expensive

2. Salesforce

TechRadar ranked Salesforce the #1 client management tool in 2024. Salesforce Customer 360 is an intelligent, proactive, and AI-powered platform that helps customers make the best business decisions. 

It’s an all-around sales pipeline management tool that integrates with software like Slack, Mulesoft, Tableau, etc.

When it comes to contact management, Salesforce gives you a clear picture of your clients, their activity history, key contacts, customer communication, and internal account discussions.

Let’s take a look at the pros and cons of this platform—

Pros

  • Ease of Use
  • Easy Customization
  • Lead Management
  • Integration

Cons

  • Learning Curve
  • Expensive
  • Limited Customization

Most customers state that Salesforce's expensive prices are one of the biggest reasons they don't choose it. However, if the price point is not an issue for your organization, go for it!

3. Hubspot

Hubspot’s CRM is a well-known client management tool for SMBs and enterprises. Its flexible, easy-to-use interface makes it easy to track emails, track sales lead, schedule meetings, and live chat to stay connected with your clients on the go.

It can help you centralize your sales activities, making it easy to track leads, manage contacts, and stay organized. You can identify the most promising leads based on their engagement level and behavior, enabling you to focus your efforts on customers with the highest likelihood of conversion.

Its integration with Pipedrive, Salesforce, Microsoft Dynamics 365, Clearbit, etc, makes it easy for customers to maintain and navigate through data on a single platform.

Pros

  • Integration
  • Task management
  • Intuitive interface

Cons

  • Learning curve
  • Expensive premium plans
  • Contact management

Hubspot offers the perfect alternative to Salesforce’s higher price point. The free plan provides good features like shared inbox space and live chat. However, a word of caution would be that it is very expensive, especially if you’re looking for small businesses or startups tools. The monthly sales seat costs start from $100 and require a mandatory onboarding service.

4. Nifty 

Nifty isn't just for project management—it's your all-in-one client management software. Designed to streamline client interactions, boost team productivity, and ensure deadlines are met, Nifty is a game-changer for client-centric businesses.

Key Features:

Client Communication: Seamless client communication with real-time chat, file sharing, and discussion threads.

Task Management: Intuitive task management system with due dates, priorities, and dependencies for efficient project execution.

Project Tracking: Milestones, deadlines, and task progress tracking for a clear overview of project status.

Time Tracking: Log billable hours and track team productivity for accurate client billing.

Integrations: Connect with Google Drive, Slack, Zoom, and more to enhance collaboration.

Pros:

  • User-friendly interface for quick adoption.
  • Tailor Nifty to fit your client management needs.
  • Robust features suitable for teams of all sizes.
  • Seamlessly integrate with third-party tools for enhanced functionality.

Cons:

  • Learning Curve
  • Limited Customization 

5. Bitrix 24

Bitrix is much more than a CRM. It’s a useful tool for customer support, and it comes with its own Customer Contact Center so you can solve customer queries in real-time.

It also helps businesses set up automated support, create websites, or set up a chat network for their websites. They come with task and project management tools, CRM, chats, video calls, a website builder, telephony, CRM marketing and analytics, and more.

Bitrix24's cloud-based nature empowers a modern, distributed workforce. Team members can collaborate and access the platform from anywhere there's an internet connection.

Bitrix24 offers a free plan with a surprising amount of functionality which is a huge plus. It lets smaller businesses and teams experiment extensively before committing to a paid plan.

Pros

  • Ease of Use
  • Task Management
  • Team Collaboration
  • Project Management

Cons

  • User Interface
  • Missing Features
  • Training Required

6. Zoho CRM

Zoho CRM acts as an all-in-one platform. It allows you to monitor leads behavior and customer buyer preferences and view price lists of documents without changing applications.

One of the biggest differentiators between Zoho CRM and others on the list is its omnichannel approach. This allows businesses to engage with clients via whichever medium they prefer, whether email or telephone, etc.

It also offers its own AI assistance. Zia Voice can help retrieve information, update accounts, and generate reports. It is the perfect combination of usability, customization, functionality, and extensibility to help different-sized industries manage client relationships. 

Pros

  • Lead Management
  • Easy Customization
  • Integration

Cons

  • Learning Curve
  • Integration Issues

7. ClickUp

ClickUp is a hub where teams come together to make client management easy and collaborative. The well-organized layout allows users to find what they need quickly without any confusion.

It provides robust task management capabilities, allowing users to organize, prioritize, and track tasks effortlessly. 

One of ClickUp's standout features is its automation functionality. 

You can automate repetitive tasks, notifications, and workflows, saving time and reducing manual effort. The automation options are highly customizable, allowing users to tailor them to their specific workflow requirements.

Pros

  • Visually appealing (yes, it matters!)
  • Task Management
  • Easy Customization
  • Project Management

Cons

  • Slow loading
  • Learning curve

8. Freshworks CRM

Using Freshsales Suite, your marketing virtual assistants teams can organize customer information, personalize and automate emails, and find the right sales opportunities.

With Freshworks' CRM, Freshsales, sales managers can guide leads through the sales process from first contact to closing. 

The built-in email, phone, chat, and telephone give sales teams more time to sell and increase efficiency and productivity in their daily tasks. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take, as well as predict revenue with sales forecasting.

Pros

  • Customer support
  • Intuitive
  • Easy integration

Cons

  • Limited features
  • Bugs
  • Expensive

9. Monday.com

Monday.com is best suited for small—to medium-sized organizations, helping them manage the entire sales cycle, from pre- to post-sales.

It supports contact management, and its templates allow you to create personalized emails that are automatically complete with contact information, sync emails sent and received, record meeting notes, and view all communication in a single timeline. 

You can automate workflows to reduce administrative and repetitive tasks and streamline communication. However, remember that the number of actions is limited to 250 per seat per month unless you upgrade to a higher plan.

Pros

  • Automation features
  • Simplicity
  • Intuitive

Cons

  • Expensive
  • CRM Issues
  • Integration Issues

Conclusion

Note that this list is not exhaustive and that more tools are available. 

Moving on—

If there’s one thing we’ve noticed about these tools, they are quite expensive and require a learning curve. However, many resources on the tool's website can educate you on the inside out. 
Client management tools are essential to your workflow if you want to build a steady and positive relationship with your clients. Remember to choose the one tool that matches your business objectives and goals.

Featured Image by Brooke Cagle on Unsplash

Irov Vaul

Irov is a content marketing specialist, demand generation enthusiast, and team player who is currently working with 2xSaS. He helps B2B SaaS companies spread the word about their products through engaging content. When he is not working he likes playing video games on his PS4.

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