{"id":12184,"date":"2023-01-26T10:30:38","date_gmt":"2023-01-26T10:30:38","guid":{"rendered":"http:\/\/143.244.150.201\/?p=12184"},"modified":"2023-01-27T13:49:40","modified_gmt":"2023-01-27T13:49:40","slug":"client-management-software","status":"publish","type":"post","link":"https:\/\/govisually.com\/blog\/client-management-software\/","title":{"rendered":"12 client management software to streamline business processes"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">Managing customers, projects, and tasks can be a headache. With client management software, you can efficiently manage a high volume of clients while managing projects and cutting costs &#8211; all in one place!<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">In today&#8217;s fast-paced business world, staying ahead of the competition is more important than ever. That&#8217;s why having the right software to manage client relationships and streamline processes is key to success. <\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Read on to find out how client management software can help your business stay ahead of the game in 2023.<\/span><\/em><\/p>\n<p>&nbsp;<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-67c58229449bd\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-67c58229449bd\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#What_is_client_management_software\" title=\"What is client management software?\">What is client management software?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#4_key_benefits_of_using_client_management_software\" title=\"4 key benefits of using client management software\">4 key benefits of using client management software<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#1_Helps_you_learn_about_your_audience_and_segmentation\" title=\"1. Helps you learn about your audience and segmentation\">1. Helps you learn about your audience and segmentation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#2_Leads_to_better_customer_retention_strategies\" title=\"2. Leads to better customer retention strategies\">2. Leads to better customer retention strategies<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#3_Helps_in_making_intuitive_changes_to_productbusiness\" title=\"3. Helps in making intuitive changes to product\/business\">3. Helps in making intuitive changes to product\/business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#4_Creates_a_line_for_speedier_communication\" title=\"4. Creates a line for speedier communication\">4. Creates a line for speedier communication<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Client_management_systems_4_features_to_look_out_for\" title=\"Client management systems: 4 features to look out for\">Client management systems: 4 features to look out for<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#1_Client_history\" title=\"1. Client history\">1. Client history<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#2_Upselling_opportunities\" title=\"2. Upselling opportunities\">2. Upselling opportunities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#3_Mobile_access_and_optimization\" title=\"3. Mobile access and optimization\">3. Mobile access and optimization<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#4_Availability_of_performance_metrics_and_reporting_tools\" title=\"4. Availability of performance metrics and reporting tools\">4. Availability of performance metrics and reporting tools<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#12_best_client_management_software_to_maintain_great_client_relationships\" title=\"12 best client management software to maintain great client relationships\">12 best client management software to maintain great client relationships<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#1_Hubspot_CRM\" title=\"1. Hubspot CRM\">1. Hubspot CRM<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#2_Honeybook\" title=\"2. Honeybook\">2. Honeybook<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-2\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-2\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#3_Dynamics_365\" title=\"3. Dynamics 365\">3. Dynamics 365<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-3\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-3\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#4_Keap\" title=\"4. Keap\">4. Keap<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-4\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-4\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#5_ClickUp\" title=\"5. ClickUp\">5. ClickUp<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-5\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-5\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#6_Nimble\" title=\"6. Nimble\">6. Nimble<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-6\" title=\"Features\">Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-6\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#7_Nutshell\" title=\"7. Nutshell\">7. Nutshell<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-7\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-7\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#8_Mondaycom\" title=\"8. Monday.com\">8. Monday.com<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-8\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-8\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#9_Zendesk_Sell\" title=\"9. Zendesk Sell\">9. Zendesk Sell<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-9\" title=\"Features\">Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-9\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#10_Pipedrive\" title=\"10. Pipedrive\">10. Pipedrive<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-10\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-10\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#_11_Zoho_CRM\" title=\"\u00a011. Zoho CRM\">\u00a011. Zoho CRM<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-11\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-11\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#12_Drip\" title=\"12. Drip\">12. Drip<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-47\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Features-12\" title=\"Features\u00a0\">Features\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-48\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Pricing-12\" title=\"Pricing\u00a0\">Pricing\u00a0<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-49\" href=\"https:\/\/govisually.com\/blog\/client-management-software\/#Integrate_GoVisually_into_your_CRM_to_streamline_your_business_processes_in_2023\" title=\"Integrate GoVisually into your CRM to streamline your business processes in 2023!\">Integrate GoVisually into your CRM to streamline your business processes in 2023!<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_client_management_software\"><\/span><span style=\"font-weight: 400;\">What is client management software?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A client management system is your secret weapon for building rock-solid customer relationships. It&#8217;s a centralized hub where you can store all the details of your customer interactions, from that first hello to the final sale.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-12227 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-1024x1024.png\" alt=\"What_is_a_client_management_software_\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/What_is_a_client_management_software_-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">With the right client management software for creatives, your sales team can instantly spot their top customers and tailor their sales pitch to their specific needs. The marketing team can also use the CMS to create targeted campaigns guaranteed to convert by segmenting customers based on demographics, purchase history, and other criteria.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And when your customers need help, your support team can quickly come to their rescue with all the information they need to provide a top-notch customer experience. No more scouring through different channels and systems to find the needed information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Client management software for creatives is the ultimate tool for taking customer relationships to the next level. It&#8217;s like having a personal assistant for your customers, ensuring they&#8217;re happy and coming back for more.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"4_key_benefits_of_using_client_management_software\"><\/span><span style=\"font-weight: 400;\">4 key benefits of using client management software<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you&#8217;re not using client management software for creatives, you will likely not get the most out of your customer relationships. <\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Here are the benefits of using client management software to help your business:<\/span><\/em><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12229 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-1024x1024.png\" alt=\"4 key benefits of using client management software\u2019\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-key-benefits-of-using-client-management-software-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Helps_you_learn_about_your_audience_and_segmentation\"><\/span><span style=\"font-weight: 400;\">1. Helps you learn about your audience and segmentation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you have all your customer information in one place, it&#8217;s easy to get to know them better. You can see their purchase history, interaction with your company, and needs. This knowledge can help you provide better service, and support and sell more effectively.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Good client management software for creatives will let you segment your customers based on criteria like location, product interests, or spending habits. You can efficiently target your marketing and sales efforts and improve customer retention rates.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Leads_to_better_customer_retention_strategies\"><\/span><span style=\"font-weight: 400;\">2. Leads to better customer retention strategies<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">By understanding your customers better and providing them with targeted content and offers, you&#8217;re more likely to keep them as clients or customers for longer. In addition, <\/span><a href=\"http:\/\/govisually.com\/blog\/online-proofing-makes-client-agency-relationships-thrive\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">happy customers <\/span><\/a><span style=\"font-weight: 400;\">are more likely to refer others to your business.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Helps_in_making_intuitive_changes_to_productbusiness\"><\/span><span style=\"font-weight: 400;\">3. Helps in making intuitive changes to product\/business<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you clearly understand your customers&#8217; needs, you can anticipate their future needs and desires. This allows you to proactively offer products or services they&#8217;re likely interested in rather than waiting for them to come to you first.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Creates_a_line_for_speedier_communication\"><\/span><span style=\"font-weight: 400;\">4. Creates a line for speedier communication<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">With client management software for creatives, you can quickly send targeted messages to your customers based on their specific needs and interests. This way, you can ensure that each customer receives the right message at the right time, boosting communication.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Client_management_systems_4_features_to_look_out_for\"><\/span><span style=\"font-weight: 400;\">Client management systems: 4 features to look out for<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Having the right client management software for creatives is essential when managing clients. But what exactly should that software be able to do? <\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Here are 4 key features to look for:<\/span><\/em><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12231 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-1024x1024.png\" alt=\"4 features of a good client management software\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/4-features-of-a-good-client-management-software-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Client_history\"><\/span><span style=\"font-weight: 400;\">1. Client history<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The best creative management platform should allow you to track all your client interactions. This includes notes from phone calls, emails, and meetings. This history can be helpful when trying to upsell or cross-sell a product because you can quickly reference what products they purchased and their pain points.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Upselling_opportunities\"><\/span><span style=\"font-weight: 400;\">2. Upselling opportunities<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Software client management should make it easy to identify upsell opportunities. For example, if a client has expressed interest in a product but has yet to purchase it, you can follow up with them and offer a discount or additional information.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Mobile_access_and_optimization\"><\/span><span style=\"font-weight: 400;\">3. Mobile access and optimization<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">With most people using their smartphones for everything nowadays, your client management software must be accessible on mobile devices. This way, you can manage your clients even when you&#8217;re away from your desk.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Availability_of_performance_metrics_and_reporting_tools\"><\/span><span style=\"font-weight: 400;\">4. Availability of performance metrics and reporting tools<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Client management software for small businesses should have built-in performance metrics to track your progress and see which areas need improvement. For example, you can track how many new clients you&#8217;ve acquired or how much revenue you&#8217;ve generated from upselling products.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best client management software will come with reporting tools that allow you to generate custom reports based on your data. This helps you understand your clients better and present data to upper management.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"12_best_client_management_software_to_maintain_great_client_relationships\"><\/span><span style=\"font-weight: 400;\">12 best client management software to maintain great client relationships<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">As the world increasingly moves online, businesses are searching for ways to streamline their operations and reduce costs. Creative management software is one solution that offers the potential to do both. <\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Here&#8217;s a list of the best Client Management Software available on the market:\u00a0<\/span><\/em><\/p>\n<h3><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-12232 size-large\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-1024x1024.png\" alt=\"12 best client management software to maintain great client relationships\u2019\" width=\"800\" height=\"800\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-1024x1024.png 1024w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-300x300.png 300w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-150x150.png 150w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-768x768.png 768w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-1536x1536.png 1536w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-2048x2048.png 2048w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-24x24.png 24w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-48x48.png 48w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/12-best-client-management-software-to-maintain-great-client-relationships-96x96.png 96w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Hubspot_CRM\"><\/span>1. <a href=\"https:\/\/www.hubspot.com\/products\/crm?hubs_content=blog.hubspot.com\/sales\/client-management-software&amp;hubs_content-cta=HubSpot%20CRM&amp;hubs_post=blog.hubspot.com\/sales\/client-management-software&amp;hubs_post-cta=HubSpot%20CRM&amp;_ga=2.184786473.1631903291.1674471362-435381559.1670758957\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Hubspot CRM<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">All-in-one HubSpot CRM is crafted in-house with your growth in mind and is flexible, cohesive, and easy to use. In addition to email tracking and notifications, prospects tracking, meeting scheduling, and live chat, it lets you stay in touch with your customers, who drive your business.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12212\" aria-describedby=\"caption-attachment-12212\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12212\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141723.555.png\" alt=\"\" width=\"600\" height=\"411\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141723.555.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141723.555-300x206.png 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption id=\"caption-attachment-12212\" class=\"wp-caption-text\">Source: HubSpot CRM<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">By integrating HubSpot CRM with Gmail, G Suite, Office 365, and Outlook, you can spend less time logging notes and more time building relationships. In HubSpot, you&#8217;ll have unlimited users, data, and contacts with no time limit or expiration date &#8211; whether you have a team of one or thousands. Premium CRM features are available in Sales Hub&#8217;s paid editions if you need more functionality.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Flexible and cohesive CRM<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email tracking and notifications<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prospects tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Meeting scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Live Chat<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrate with other platforms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Unlimited users, data, and contacts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Premium features available<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Free<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Honeybook\"><\/span>2. <a href=\"https:\/\/www.honeybook.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Honeybook<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Whether you need to send invoices, contracts, payments, or communicate status updates with clients, Honeybook has you covered. The Honeybook software is great for entrepreneurs and small business owners who work on a project-by-project basis. From onboarding to offboarding, it provides templates that will delight your customers throughout their journey.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using the Scheduling tool, you can invite your clients to schedule meetings after sending a proposal tailored to your brand guidelines. As the deal approaches, collect digital signatures with the Contracts feature that notifies you when the client has signed their documents.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12213\" aria-describedby=\"caption-attachment-12213\" style=\"width: 598px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12213\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141718.738.png\" alt=\"\" width=\"598\" height=\"367\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141718.738.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141718.738-300x184.png 300w\" sizes=\"(max-width: 598px) 100vw, 598px\" \/><figcaption id=\"caption-attachment-12213\" class=\"wp-caption-text\">Source: Honeybook<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Honeybook Automation can help you nurture client relationships as you work on projects. With custom workflows, your clients will know exactly where you are. This means you don&#8217;t have to send follow-up emails and status updates so that you can focus on your job.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-2\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project management tool<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customizable templates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scheduling tool<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Digital signature collection<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automation workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Communication and status updates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Nurture client relationships<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-2\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$9+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Dynamics_365\"><\/span>3. <a href=\"https:\/\/dynamics.microsoft.com\/en-us\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Dynamics 365<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Dynamics 365 is the client management software solution for large enterprise teams that want to deliver more value in less time. This system makes it easy to onboard new clients in a matter of days, whether you have a long or short sales cycle.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It integrates seamlessly with other Microsoft applications, such as Teams and Outlook, that you already use. Rather than putting together an entire client management ecosystem of unrelated products, you can focus on building relationships with your customers on systems you&#8217;re comfortable with.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12215\" aria-describedby=\"caption-attachment-12215\" style=\"width: 581px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12215\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141701.576.png\" alt=\"\" width=\"581\" height=\"338\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141701.576.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141701.576-300x175.png 300w\" sizes=\"(max-width: 581px) 100vw, 581px\" \/><figcaption id=\"caption-attachment-12215\" class=\"wp-caption-text\">Source: Dynamics 365<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Together, Dynamic 365 Sales, Dynamic 365 Marketing, and Dynamic 365 Customer Insights can help your team acquire new customers and personalize existing ones, delighting them all.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-3\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client management solution<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Seamless Microsoft integration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Acquire and personalize customers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales, Marketing, and Insights<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-3\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$1,500+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Keap\"><\/span>4. <a href=\"https:\/\/keap.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Keap<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Keap helps businesses collect more leads, convert more clients, and create more fans by integrating client management software and CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Keap, you don&#8217;t need another form builder. You can embed custom forms into your website landing pages, triggering specific actions so your team can follow up on time. You can segment prospects by specific attributes using Keap&#8217;s email and SMS marketing tools to drive greater sales after collecting those leads.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12216\" aria-describedby=\"caption-attachment-12216\" style=\"width: 654px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12216 \" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141656.360.png\" alt=\"\" width=\"654\" height=\"290\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141656.360.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141656.360-300x133.png 300w\" sizes=\"(max-width: 654px) 100vw, 654px\" \/><figcaption id=\"caption-attachment-12216\" class=\"wp-caption-text\">Source: Keap<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Keap lets your sales team automate their follow-ups to convert more quality leads into customers if you&#8217;re running a smaller sales team, where personalization may not be at the top of your list of priorities. As a result of such quality client relationships, you will become the first choice for your clients.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-4\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead generation and conversion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customizable forms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segmented prospecting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email and SMS marketing<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales automation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personalized client relationships<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Increased client loyalty<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-4\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$40+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_ClickUp\"><\/span>5. <a href=\"https:\/\/clickup.com\/teams\/crm\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">ClickUp<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">ClickUp is your go-to productivity tool to improve account management and customer relations. It&#8217;s packed with customizable features, such as a list, calendar, table, or Kanban-style board. Dashboards guarantee real-time reporting with detailed insights into your customers&#8217; lifetime values. Put it all together, and you can efficiently stay on top of every transaction!<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12222\" aria-describedby=\"caption-attachment-12222\" style=\"width: 637px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12222\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141651.478.png\" alt=\"\" width=\"637\" height=\"493\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141651.478.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141651.478-300x232.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><figcaption id=\"caption-attachment-12222\" class=\"wp-caption-text\">Source: ClickUp<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">With ClickUp, you can quickly onboard clients, update tasks, and send messages from a single, centralized work hub while integrating over 1,000 other tools, such as email. With ClickUp&#8217;s Free Forever plan, you can start building your customer database immediately or upgrade to even more advanced tools for just $5 a month.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-5\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Productivity tool<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customizable features<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Real-time reporting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Centralized work hub<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrations with other tools<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Free and Paid plans<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Onboarding and updating clients<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task management and messaging<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-5\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Free<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Nimble\"><\/span>6. <a href=\"https:\/\/www.nimble.com\/\"><span style=\"font-weight: 400;\">Nimble<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The client relationship journey occurs not only<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> within client management software; social media also plays a role. With Nimble Prospector, prospective leads&#8217; contact information is captured. You can reduce your time spent on data entry by hovering over the LinkedIn or Instagram profile of a professional you want to contact.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12223\" aria-describedby=\"caption-attachment-12223\" style=\"width: 643px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12223\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141642.296.png\" alt=\"\" width=\"643\" height=\"374\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141642.296.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141642.296-300x175.png 300w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><figcaption id=\"caption-attachment-12223\" class=\"wp-caption-text\">Source: Nimble<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Using Twitter, Facebook, and LinkedIn, your team can unify client contact data using more than 160 apps. Your team will never miss an opportunity to connect with a prospect or existing client with Nimble&#8217;s calendar, activities tracker, and pipeline manager.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-6\"><\/span><span style=\"font-weight: 400;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead capture tool<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media integration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data entry reduction<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contact data unification<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Calendar and activities tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">160+ apps integration<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-6\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$19+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Nutshell\"><\/span>7. <a href=\"https:\/\/www.nutshell.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Nutshell<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">With Nutshell CRM, you can manage contacts, pipelines, sales automation, reports, and emails.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your reps can find a system that works for them with its flexible pipeline management tool. With board view, reps can drag leads to the next stage and mark them as won, lost, or cancelled. This view gives reps a quick overview of their pipeline. With list view, you can sort your leads by stage, value, and opportunity so reps can see what&#8217;s coming up.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12217\" aria-describedby=\"caption-attachment-12217\" style=\"width: 676px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12217\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141636.897.png\" alt=\"\" width=\"676\" height=\"371\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141636.897.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141636.897-300x165.png 300w\" sizes=\"(max-width: 676px) 100vw, 676px\" \/><figcaption id=\"caption-attachment-12217\" class=\"wp-caption-text\">Source: Nutshell<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">The map view helps sales reps plan meetings and activities by showing prospects&#8217; locations. The chart view displays open leads&#8217; time frame, quantity, and value. By customizing pipeline management, you can keep your sales reps ahead of the competition.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-7\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Flexible pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Drag and drop leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Overview of pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sort leads by stage, value, and opportunity<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Map view for sales planning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Chart view for open leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customizable pipeline management.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-7\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$19+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Mondaycom\"><\/span>8. <a href=\"https:\/\/monday.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Monday.com<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sales CRM templates help your team manage leads, customer relationships, sales pipelines, and tasks efficiently. Lead management lets you <\/span><a href=\"http:\/\/govisually.com\/blog\/client-intake-form\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">create forms<\/span><\/a><span style=\"font-weight: 400;\"> on Monday.com and place them on your website. Submissions are collected directly into your Monday.com board, and the tool records every interaction with your contacts, including phone calls, emails, and meetings.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12218\" aria-describedby=\"caption-attachment-12218\" style=\"width: 655px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12218\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141631.905.png\" alt=\"\" width=\"655\" height=\"326\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141631.905.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141631.905-300x149.png 300w\" sizes=\"(max-width: 655px) 100vw, 655px\" \/><figcaption id=\"caption-attachment-12218\" class=\"wp-caption-text\">Source: Monday.com<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">You can also manage your sales pipeline with the Kanban view in the sales CRM template, which shows you how many prospects you have and at what stage they are. The sales CRM also organizes your deadlines, so you know what tasks to complete each day to close the deal.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-8\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contact interaction tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Kanban view for pipeline stages<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task and deadline organization<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Monday.com forms and board integration<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-8\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$8+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Zendesk_Sell\"><\/span>9. <a href=\"https:\/\/www.zendesk.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Zendesk Sell<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As a customer support tool, Zendesk has grown to include sales. A unique feature is how it integrates sales and support teams. You can sell smarter, maintain context, collaborate, and delight customers by combining its customer support and sales tools.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12219\" aria-describedby=\"caption-attachment-12219\" style=\"width: 652px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12219\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141626.938.png\" alt=\"\" width=\"652\" height=\"363\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141626.938.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141626.938-300x167.png 300w\" sizes=\"(max-width: 652px) 100vw, 652px\" \/><figcaption id=\"caption-attachment-12219\" class=\"wp-caption-text\">Source: Zendesk Sell<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">With Zendesk Sell, your sales reps can see if a prospect or client has opened a support ticket right in their contact records, giving them complete visibility into the customer&#8217;s situation. Their contact record also keeps all communication history, so they understand the past context. Zendesk Sell is designed to reduce friction between sales reps and support.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-9\"><\/span><span style=\"font-weight: 400;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Combines customer support and sales tools<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrates sales and support teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provides visibility into customer support tickets<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keeps all communication history in contact records<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces friction between sales and support<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provides complete customer context to sales reps.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-9\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$5+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Pipedrive\"><\/span>10. <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Pipedrive<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Pipedrive&#8217;s features include pipeline management, chatbots, web forms, and artificial intelligence (AI) sales assistance. Sales Assist is one of the unique features of this CRM. With Sales Assist, your reps will receive personalized tips and automated recommendations.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12220\" aria-describedby=\"caption-attachment-12220\" style=\"width: 684px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12220\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141618.802.png\" alt=\"\" width=\"684\" height=\"298\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141618.802.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141618.802-300x131.png 300w\" sizes=\"(max-width: 684px) 100vw, 684px\" \/><figcaption id=\"caption-attachment-12220\" class=\"wp-caption-text\">Source: Pipedrive<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">The AI sales mentor will analyze past performance and suggest new ways to boost your results. These tips will assist your sales teams in upskilling without lengthy training. Furthermore, the AI sales mentor will also analyze your actions and identify areas for automation.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-10\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Chatbots<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Web forms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI sales assistance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personalized tips and automated recommendations<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI sales mentor for performance analysis and upskilling<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identifies areas for automation.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-10\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$12.50+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"_11_Zoho_CRM\"><\/span>\u00a011. <a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Zoho CRM lets you automate sales, predict sales, manage sales, and communicate with customers through multiple channels.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of Zoho CRM&#8217;s strongest features is the ability to communicate across multiple channels. With the multichannel tool, reps can communicate with prospects via telephone, email, live chat, social media, and web forms. Also, they can measure the effectiveness of their communication by choosing the right time and channel.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12221\" aria-describedby=\"caption-attachment-12221\" style=\"width: 651px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12221\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141613.282.png\" alt=\"\" width=\"651\" height=\"371\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141613.282.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141613.282-300x171.png 300w\" sizes=\"(max-width: 651px) 100vw, 651px\" \/><figcaption id=\"caption-attachment-12221\" class=\"wp-caption-text\">Source: Zoho CRM<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">To facilitate multichannel communication, Zoho CRM integrates with various business applications, such as Google Suite, Ring Central, Whatsapp, Eventbrite, Quickbooks, Proposify, LinkedIn Sales Navigator, Mail Chimp, Facebook, Slack, Dropbox, and SalesIQ. These integrations help you communicate with prospects by email, phone, social media, and live chat.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-11\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Multichannel communication<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrations with various apps<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Measured communication effectiveness<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Facilitates sales automation<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-11\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$12+<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"12_Drip\"><\/span>12. <a href=\"https:\/\/www.drip.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Drip<\/span><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Drip is a CRM specifically designed for ecommerce professionals, with advanced segmentation tools, contact management, personalization, multichannel touchpoints, and email marketing. Users can add tags to any contact to customize and personalize their needs. With the ability to filter prospects based on past purchases, spending, and activity, Drip helps tailor messaging to increase conversions by understanding customers&#8217; needs and behavior.<\/span><\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_12224\" aria-describedby=\"caption-attachment-12224\" style=\"width: 649px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-12224\" src=\"http:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141607.683.png\" alt=\"\" width=\"649\" height=\"378\" srcset=\"https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141607.683.png 512w, https:\/\/govisually.com\/wp-content\/uploads\/2023\/01\/unnamed-2023-01-26T141607.683-300x175.png 300w\" sizes=\"(max-width: 649px) 100vw, 649px\" \/><figcaption id=\"caption-attachment-12224\" class=\"wp-caption-text\">Source: Drip<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-12\"><\/span><span style=\"font-weight: 400;\">Features\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Advanced segmentation tools<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customizable contact tagging<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personalized messaging<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ecommerce-specific CRM<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-12\"><\/span><span style=\"font-weight: 400;\">Pricing\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">$19+<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Integrating GoVisually with a CRM allows businesses to streamline their proofing process and improve client collaboration. The software allows creatives to share proofing links, receive feedback, and communicate with clients directly within the CRM. This eliminates the need for multiple tools and simplifies the proofing process for both parties. Features, such as commenting, annotation, and approval workflows, can be customized to fit the specific needs of a business. This ensures that the proofing process is efficient and effective.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">GoVisually allows multiple stakeholders to review and approve the same document simultaneously, making it easy for teams to collaborate in real-time and get feedback quickly. This makes it a powerful tool that can improve the workflow of a business when integrated with a CRM.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Integrate_GoVisually_into_your_CRM_to_streamline_your_business_processes_in_2023\"><\/span><span style=\"font-weight: 400;\">Integrate GoVisually into your CRM to streamline your business processes in 2023!<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">By leveraging cutting-edge technology, client management software can automate tedious processes, reduce the cost of operations and save valuable time that would have otherwise been spent on manual data entry or reconciliation tasks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And you can further streamline your approval and review process by integrating GoVisually with a CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use Zapier to integrate GoVisually with 5000+ apps and take advantage of all its features. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only will it save time and effort, but it will also enable better collaboration between creatives and clients. <\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">So why not give it a go?<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400;\">With GoVisually, your team never has to worry about losing an important approval again or marking off things timely.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Improve the efficiency of your approval process by booking our demo at <\/span><a href=\"http:\/\/govisually.com\/product\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">GoVisually<\/span><\/a><span style=\"font-weight: 400;\"> today.<\/span><b><i><\/i><\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing customers, projects, and tasks can be a headache. With client management software, you can efficiently manage a high volume of clients while managing projects and cutting costs &#8211; all in one place! In today&#8217;s fast-paced business world, staying ahead of the competition is more important than ever. That&#8217;s why having the right software to [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":12234,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>12 client management software to streamline business processes - GoVisually<\/title>\n<meta name=\"description\" content=\"Learn which software is best for client management. 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