List Of Client Management Software Tools Of 2022

There is hardly any such thing as saying too much when it comes to Client Management Software because there is indeed a lot to say about it. Client Management Software (CMS), also called Customer relationship management (CRM) software, functions to ensure that the benefit of one's brand is not prioritized over the benefit of clients, as is the case in most organizations. They (client management software) also organize processes that help businesses manage client data with such high efficiency.

There is so much about client management software that makes it a must-have for businesses and organizations. In this article, we will consider the features of client management software, its types, and the list of client management software tools of 2022 that is worth considering. Also, you will find what you should look out for when settling for one. To begin with, we must understand what Client Management Software is.

Client Management Software works to keep track of a business' one-on-one relationship with its clients. Implementing the results crawled up by this software in every department of a business is the first step to gaining loyal customers. How does CMS’ operate? Let’s see what features they bring to the table.

How Client Management Software tools work

Here are general features that describe the functioning of a CMS;

  • Client activity follow-up: This is one main feature of client management software. With this feature, everything that goes on between your client and your organization is recorded including the number of complaints or defective products returned. Now, you can prevent a repeat of these errors.

  • Automated responses: Business owners and staff can respond to clients through direct messages on social media, a regular text, email, or call using the client management software's pre-designed templates and automated response feature.

  • CMS workflow monitoring: With this feature, you can schedule meetings and send outreaches. This way, you do not have to remember to set a date for follow-ups as the client management software does so for you.

Types of Client Management Software

Client Management Software comes in three types so you should go with something that suits the needs of your business.

  1. Collaborative client management software - Collaborative client management software is best for large organizations. This is because it serves to close the gap between individual departments of the organization. It ensures that irrespective of the distance between various departments, staff in these respective departments have access to up-to-date data on every client. This way, no client would have to tender his complaint or details each time he contacts a different staff. The collaborative Client management software is especially good for businesses with multiple channel support and multiple branches.

  2. Operational client management software - Most automation features of client management software are found in the operational client management software. This takes much of the load off the shoulders of your staff. By doing so, employees have more time to focus on the aspect of their job that requires that human touch. The operational client management software is best for organizations that wish to utilize client data better, while equally relieving some burden off the shoulders of employees.

  3. Analytical client management software - This form of client management software brings about more insights. Statistics show that data analysis of some organizations does not make use of more than half of the bountiful client information they have access to. This can be avoided with the analytical client management software as it gathers this information and analyzes it, thus giving you insight into the behavioral trend of clients. Remember, insights are very helpful in knowing the next line of action to take. Analytical Client Management Software is especially good for businesses with a lot of client information but does not know how to effectively manage it.


There are tons of CMS around. But here are some of the top Client Management Software that is worth your consideration:

  1. Oracle Netsuite

  2. PipeDrive

  3. Zoho CRM

  4. HubSpot CRM

So, here is what to know about each of these.

Oracle Netsuite