{"id":14203,"date":"2025-01-29T00:00:00","date_gmt":"2025-01-29T08:00:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=14203"},"modified":"2025-02-04T11:40:42","modified_gmt":"2025-02-04T19:40:42","slug":"client-management-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/client-management-software\/","title":{"rendered":"10 Best Client Management Tracking Software Systems in [year]"},"content":{"rendered":"\n<p><script type=\"application\/ld+json\"><br \/>\n{<br \/>\n  \"@context\": \"http:\/\/schema.org\",<br \/>\n  \"@type\": \"FAQPage\",<br \/>\n  \"mainEntity\": [<br \/>\n    {<br \/>\n      \"@type\": \"Question\",<br \/>\n      \"name\": \"What Should You Look for in Client Management Software?\",<br \/>\n      \"acceptedAnswer\": {<br \/>\n        \"@type\": \"Answer\",<br \/>\n        \"text\": \"Teams should look for client management tools with task management, CRM, reporting, scheduling, goal tracking, third-party integrations, and mobile accessibility to grow their client base in a sustainable way.\"<br \/>\n      }<br \/>\n    }<br \/>\n  ]<br \/>\n}<br \/>\n<\/script><\/p>\n\n\n\n<p>Scaling a customer base is a positive sign of success. But with it comes added demands to from managing communication and meeting growth targets.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/client-management\/\">Client management<\/a> software is designed to streamline task and activity workflows so teams can focus on what matters most\u2014providing first-class customer service!<\/p>\n\n\n\n<p>In this guide, we\u2019ll look at the best <a href=\"https:\/\/clickup.com\/blog\/client-collaboration-software\/\">client management software<\/a> to meet the unique needs of your business!<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/clickup.com\/teams\/crm\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"300\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/ClickUp-CRM-Dashboard-CTA.png\" alt=\"ClickUp CRM Dashboard CTA\" class=\"wp-image-43906\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/ClickUp-CRM-Dashboard-CTA.png 744w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/ClickUp-CRM-Dashboard-CTA-300x121.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/ClickUp-CRM-Dashboard-CTA-700x282.png 700w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-2e5a16b1-fe0a-491e-a062-bd3655144575\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#0-what-should-you-look-for-in-client-management-software\" style=\"\">What Should You Look for in Client Management Software?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#1-10-best-client-management-software-apps-in-2024\" style=\"\">10 Best Client Management Software Apps in 2024<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#2-1-clickup-best-for-managing-customer-data\" style=\"\">1. ClickUp\u00a0&#8211; Best for Managing Customer Data<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#7-2-hubspot-crm-best-for-client-tracking-managmenet\" style=\"\">2. HubSpot CRM &#8211; Best for Client Tracking Managmenet<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#12-3-salesforce-best-for-managing-client-sales\" style=\"\">3. Salesforce &#8211; Best for Managing Client Sales<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#17-4-freshworks-crm-best-for-tracking-leads\" style=\"\">4. Freshworks CRM &#8211; Best for Tracking Leads<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#22-5-pipedrive-best-for-contact-management\" style=\"\">5. Pipedrive &#8211; Best for Contact Management<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#27-6-drip-best-for-customer-engagement\" style=\"\">6. Drip &#8211; Best for Customer Engagement<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#32-7-zoho-crm-best-client-management-app\" style=\"\">7. Zoho CRM &#8211; Best Client Management App<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#37-8-airtable-best-for-creating-a-client-management-system\" style=\"\">8. Airtable &#8211; Best for Creating a Client Management System<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#42-9-mondaycom-best-for-collaboration\" style=\"\">9. Monday.com &#8211; Best for Collaboration<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-management-software\/#47-10-nutshell-best-for-pipeline-management\" style=\"\">10. Nutshell &#8211; Best for Pipeline Management<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-should-you-look-for-in-client-management-software\">What Should You Look for in Client Management Software?<\/h2>\n\n\n\n<p><strong>Teams should look for client management tools with task management, <a href=\"https:\/\/clickup.com\/blog\/crm-strategy\/\">CRM strategy<\/a>, reporting, scheduling, goal tracking, third-party integrations, and mobile accessibility to grow their client base in a sustainable way.&nbsp;<\/strong><\/p>\n\n\n\n<p>Through the lens of a long-term view of a business, sustainable practices help reduce costs and remain competitive in a changing marketplace. And without the right client management tools, it creates more work to keep up with operations, individual responsibilities, and the sales process.<\/p>\n\n\n\n<p>Here are other features to consider when choosing client management software:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customization <\/strong>to tailor <a href=\"https:\/\/clickup.com\/blog\/customer-communication-management\/\">customer communications<\/a> and preferences, industry-specific standards, and sales processes<\/li>\n\n\n\n<li><strong>Security and permission controls <\/strong>to maintain data integrity, prevent data breaches, and comply with regulations&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Real-time collaboration tools<\/strong> to comment and <a href=\"https:\/\/clickup.com\/blog\/document-editing-software\/\">edit documents<\/a>, presentation decks, and spreadsheets&nbsp;<\/li>\n\n\n\n<li><strong>Budget management <\/strong>to allocate resources, identify revenue opportunities, and project future trends<\/li>\n\n\n\n<li><strong>Automation<\/strong> to manage follow-ups, communication, customer lifecycle, and repetitive tasks<\/li>\n\n\n\n<li><strong>Time tracking tools<\/strong> to identify where teams are spending their time and improve their workflows<\/li>\n\n\n\n<li><strong>Custom web forms<\/strong> to capture leads and personalize sales approaches<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-10-best-client-management-software-apps-in-2024\">10 Best Client Management Software Apps<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-1-clickup-best-for-managing-customer-data\">1. <a href=\"http:\/\/clickup.com\">ClickUp<\/a>&nbsp;&#8211; Best for Managing Customer Data<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-31578\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/01\/image2.gif\" alt=\"ClickUp views to visualize a client management system \" width=\"1200\" height=\"746\">\n<figcaption class=\"wp-element-caption\">Leverage the 15+ ClickUp views to manage client relationships and tasks<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>ClickUp is a productivity platform to help teams of all sizes organize tasks, accounts, deals, documentation, and customers in a single location. With free <a href=\"https:\/\/clickup.com\/templates\/sales-and-crm\">CRM templates<\/a> and 15+ flexible views, you can easily manage everything from sales pipelines to customer orders. Whether you prefer lists, tables, or a Kanban board, ClickUp makes it easy to track every stage of your customer interactions!<\/p>\n\n\n\n<p>Communication is a crucial part of any client management system. ClickUp makes it easy to collaborate on deals, send project updates to clients, and <a href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\">onboard customers<\/a> with its built-in email feature. Plus, adding relationship links between tasks and&nbsp; documents creates a two-way path to navigate related information!&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"3-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Notes, labels, and tags for advanced sorting and filtering, and more context in every time entry<\/li>\n\n\n\n<li>Over <a href=\"https:\/\/clickup.com\/integrations\">1,000 integrations<\/a> to bring all relevant data and information into one platform (<a href=\"https:\/\/clickup.com\/blog\/how-to-integrate-clickup-and-salesforce\/\">intergrate ClickUp with Salesforce<\/a>)<\/li>\n\n\n\n<li>Assigned and threaded comments in any <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Doc<\/a>, task, or <a href=\"https:\/\/clickup.com\/features\/whiteboards\">Whiteboard<\/a><\/li>\n\n\n\n<li>Multiple assignees to assign more than one member to a task at a time<\/li>\n\n\n\n<li>Reporting and <a href=\"https:\/\/clickup.com\/features\/dashboards\">Dashboards<\/a> for an instant high-level overview of work<\/li>\n\n\n\n<li>Automated formulas to accurately calculate your billable time<\/li>\n\n\n\n<li>Advanced <a href=\"https:\/\/clickup.com\/features\/time-estimates\">time estimates<\/a> to forecast your workweek<\/li>\n\n\n\n<li>Create and keep track of sales <a href=\"https:\/\/clickup.com\/features\/goals\">goals and metrics<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-limitations-\">ClickUp limitations&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>So many powerful collaboration tools can pose a learning curve for some users<\/li>\n\n\n\n<li>Not all views are available in the mobile app\u2014yet<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Unlimited<\/strong>: $7\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong>: $12\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: <a href=\"https:\/\/clickup.com\/plans\/enterprise\">Contact for pricing<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-ratings-and-reviews\">ClickUp ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.7\/5 (6,500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (3,500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-2-hubspot-crm-best-for-client-tracking-managmenet\">2. HubSpot CRM &#8211; Best for Client Tracking Managmenet<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-45211\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm.png\" sizes=\"auto, (max-width: 1170px) 100vw, 1170px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm.png 1170w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm-700x394.png 700w\" alt=\"HubSpot CRM client management tool\" width=\"1170\" height=\"658\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hubspot.com\/products\/crm-control\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>HubSpot CRM is a customer relationship management platform designed to help businesses grow. It offers a comprehensive suite of tools to help teams manage their client relationships and interactions, from tracking leads and deals to managing customer data. It also features automation capabilities to help streamline workflows for sales reps, customer service agents, and marketers.<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/blog\/best-hubspot-integrations\/\">platform\u2019s integration capabilities<\/a> allow businesses to connect HubSpot CRM with a variety of third-party tools, such as email marketing platforms and payment processors. With its intuitive user interface, comprehensive suite of features, and integration capabilities, HubSpot CRM is an ideal tool for businesses of all sizes.&nbsp;<\/p>\n\n\n\n<div id=\"ub-button-6c05c00b-7b33-4d4f-9017-334222405243\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">HubSpot Integration With ClickUp<\/span><\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-hubspot-crm-best-features\">HubSpot CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact and pipeline management<\/li>\n\n\n\n<li>Email and prospect tracking<\/li>\n\n\n\n<li>Contact website activity&nbsp;<\/li>\n\n\n\n<li>Email template builder<\/li>\n\n\n\n<li>Landing page builder<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-hubspot-crm-limitations\">HubSpot CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Expensive pricing plans compared to other client management software<\/li>\n\n\n\n<li>Lacks intuitive tools for workflow automation&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-hubspot-crm-pricing\">HubSpot CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Professional<\/strong>: Starts at $1,600 per month&nbsp;<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact HubSpot for details<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-hubspot-ratings-and-reviews\">HubSpot ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.4\/5 (1,800+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (3,600+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Check out these <a href=\"https:\/\/clickup.com\/blog\/hubspot-alternatives\/\">Hubspot alternatives<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-3-salesforce-best-for-managing-client-sales\">3. Salesforce &#8211; Best for Managing Client Sales<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39914\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/Salesforce-Sales-Desktop-Example.png\" sizes=\"auto, (max-width: 1258px) 100vw, 1258px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/Salesforce-Sales-Desktop-Example.png 1258w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/Salesforce-Sales-Desktop-Example-300x183.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/Salesforce-Sales-Desktop-Example-768x468.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/Salesforce-Sales-Desktop-Example-700x426.png 700w\" alt=\"Salesforce client management tool\" width=\"1258\" height=\"766\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.salesforce.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Salesforce is a cloud-based <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM software<\/a> helping businesses manage their contacts and sales activities. This client management tool allows companies to store data, create customized reports, automate workflow processes, and track customer interaction. It also offers services for marketing automation, analytics, lead generation, and more.&nbsp;<\/p>\n\n\n\n<p>With Salesforce, businesses can gain insights into their customers and use this data to make informed decisions. And with integrations to connect with existing data and systems, teams are in control of their client management systems in one place.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-salesforce-best-features\">Salesforce best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Activity management to sync emails and engagement activities into one platform<\/li>\n\n\n\n<li>Slack integration to streamline the client management process<\/li>\n\n\n\n<li>Account, contact, lead, and opportunity management&nbsp;<\/li>\n\n\n\n<li>Shared view of every customer with Customer 360<\/li>\n\n\n\n<li>Email integration with Gmail or Outlook<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-salesforce-limitations\">Salesforce limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Steep learning curve to understand the tools and how to effectively use them for day-to-day workloads<\/li>\n\n\n\n<li>24\/7 Support is available on the most expensive plan&nbsp;<em>(check out these <a href=\"https:\/\/clickup.com\/blog\/salesforce-alternatives\/\">Salesforce alternatives<\/a>!)<\/em><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-salesforce-pricing\">Salesforce pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essentials<\/strong>: $25 per user per month<\/li>\n\n\n\n<li><strong>Professional<\/strong>: $75 per user per month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: $150 per user per month<\/li>\n\n\n\n<li><strong>Unlimited<\/strong>: $300 per user per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-salesforce-ratings-and-reviews\">Salesforce ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (13,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.4\/5 (17,500+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Check out these <a href=\"https:\/\/clickup.com\/blog\/crm-software-for-mac\/\">CRM tools for Mac<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-4-freshworks-crm-best-for-tracking-leads\">4. Freshworks CRM &#8211; Best for Tracking Leads<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-53241\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example-1400x852.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example-1400x852.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example-300x183.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example-768x468.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example-1536x935.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example-700x426.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/freshservice-platform-example.png 1920w\" alt=\"Freshworks CRM workflow automation example \" width=\"1400\" height=\"852\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshworks CRM<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Freshworks CRM makes it easier for teams to track leads, automate marketing campaigns, segment customers into different categories, manage customer data in one place, and quickly build customer relationships. Through features like contact management, lead scoring, customer segmentation, task automation, and customer insights, businesses can increase revenue and get a better understanding of their customers.&nbsp;<\/p>\n\n\n\n<p>The CRM tool also helps teams stay organized by providing detailed reporting on customer interactions and allowing users to set up rules-based workflows that can be used to automate repetitive tasks. Additionally, Freshworks CRM integrates with popular third-party applications like Google apps, Zapier, and Mailchimp, making it even easier for teams to get the most out of their customer data!<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-freshworks-crm-best-features\">Freshworks CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pipeline management to visualize the entire sales process organized by stage<\/li>\n\n\n\n<li>Sales Goals to set and track goals based on revenue or the number of deals&nbsp;<\/li>\n\n\n\n<li>Filter, sort, and search functionality on the mobile app<\/li>\n\n\n\n<li>Deal performance dashboards<\/li>\n\n\n\n<li>Drag-and-drop interface&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-freshworks-crm-limitations\">Freshworks CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project management features are only available on the expensive plans<\/li>\n\n\n\n<li>Limited reporting capabilities to customize key metrics<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-freshworks-crm-pricing\">Freshworks CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter<\/strong>: $19 per user per month<\/li>\n\n\n\n<li><strong>Growth<\/strong>: $49 per user per month<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $95 per user per month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: $199 per user per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-freshworks-crm-ratings-and-reviews\">Freshworks CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5 (900+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"22-5-pipedrive-best-for-contact-management\">5. Pipedrive &#8211; Best for Contact Management<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56291\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive.jpg\" sizes=\"auto, (max-width: 1103px) 100vw, 1103px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive.jpg 1103w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive-300x169.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive-768x432.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Pipedrive-700x393.jpg 700w\" alt=\"Pipedrive client management relationship management software\" width=\"1103\" height=\"620\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Pipedrive is a CRM system designed to help sales teams increase their productivity and close more deals. It offers an array of features that help streamline the sales process, including contact management, email tracking, call logging, lead scoring, sales forecasting, and automated workflows.&nbsp;<\/p>\n\n\n\n<p>With Pipedrive, a sales team can quickly organize their leads, contacts, and deals so they can stay focused on the tasks that really matter. The client management app also allows users to easily create custom pipelines and automated emails to help nurture leads and increase conversions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-pipedrive-best-features\">Pipedrive best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Segment leads to create personalized, targeted communication<\/li>\n\n\n\n<li>Drag-and-drop interface to quickly update deal statuses<\/li>\n\n\n\n<li>Activity reminders and team collaboration<\/li>\n\n\n\n<li>Customizable web forms&nbsp;<\/li>\n\n\n\n<li>Revenue forecasting<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-pipedrive-limitations\">Pipedrive limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited customization for user permission settings compared to other free client management software&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/project-scope\/\">Project scope and <\/a><a href=\"https:\/\/clickup.com\/blog\/document-management-software\/\">document management tools<\/a> are paid add-ons<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-pipedrive-pricing\">Pipedrive pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential<\/strong>: $14.90 per user per month<\/li>\n\n\n\n<li><strong>Advanced<\/strong>: $24.90 per user per month<\/li>\n\n\n\n<li><strong>Professional<\/strong>: $49.90 per user per month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: $99 per user per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-pipedrive-ratings-and-reviews\">Pipedrive ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.2\/5 (1,600+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (2,800+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Check out these <a href=\"https:\/\/clickup.com\/blog\/pipedrive-alternatives\/\">Pipedrive alternatives<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"27-6-drip-best-for-customer-engagement\">6. Drip &#8211; Best for Customer Engagement<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56303\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Drip.png\" sizes=\"auto, (max-width: 422px) 100vw, 422px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Drip.png 422w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Drip-300x231.png 300w\" alt=\"Drip for a CRM tool\" width=\"422\" height=\"325\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.drip.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Drip<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Drip is an e-commerce automation tool designed for businesses to increase their online sales. It provides the technology and tools needed to create, launch and manage campaigns that target customers with personalized emails, notifications, webpages, and more.<\/p>\n\n\n\n<p>Drip\u2019s <a href=\"https:\/\/clickup.com\/blog\/marketing-automation-software\/\">marketing automation tools<\/a> help teams increase customer engagement and loyalty, personalize their interactions, identify and nurture leads, generate more sales, and measure the impact of their efforts. The platform integrates with popular web services like Shopify, Squarespace, and WooCommerce, so companies can easily connect their e-commerce store to the Drip platform and get started quickly!<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-drip-best-features\">Drip best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Integrations with popular ecommerce software, including Shopify, BigCommerce, and Magento&nbsp;<\/li>\n\n\n\n<li>Marketing campaign automation across email, onsite, and social media channels&nbsp;<\/li>\n\n\n\n<li>A\/B testing for up to four email content variations or subject lines at a time<\/li>\n\n\n\n<li>50+ fully customizable templates<\/li>\n\n\n\n<li>Drag-and-drop form builder<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-drip-limitations\">Drip limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Workflow and funnel setups will take time to build and iterate for effective use<\/li>\n\n\n\n<li>Lacks project management or <a href=\"https:\/\/clickup.com\/blog\/software-documentation-tools\/\">documentation tools<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-drip-pricing\">Drip pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Starts at $39 per month for up to 2,500 people on an email list<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-drip-ratings-and-reviews\">Drip ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.4\/5 (450+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.4\/5 (170+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/drip-campaign-templates\/\">Drip campaign templates<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"32-7-zoho-crm-best-client-management-app\">7. Zoho CRM &#8211; Best Client Management App<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56304\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Zoho-CRM.png\" sizes=\"auto, (max-width: 747px) 100vw, 747px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Zoho-CRM.png 747w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Zoho-CRM-300x180.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Zoho-CRM-700x421.png 700w\" alt=\"Zoho CRM customer management \" width=\"747\" height=\"449\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Zoho CRM offers a suite of tools and features for businesses to manage and leverage their customer data. These features include <a href=\"https:\/\/clickup.com\/blog\/crm-marketing-software\/\">contact management, lead tracking, sales automation, marketing automation<\/a>, <a href=\"https:\/\/clickup.com\/blog\/crm-service-business\/\">customer service tracking<\/a>, analytics, and reporting. Zoho CRM also offers integration with third-party applications and services, such as Zoho Campaigns, Zoho Reports, and more.&nbsp;<\/p>\n\n\n\n<p>With these tools, businesses can gain greater insight into customer relationships, <a href=\"https:\/\/clickup.com\/blog\/automate-your-sales-processes\/\">automate sales<\/a> processes, and <a href=\"https:\/\/clickup.com\/blog\/client-communication\/\">build stronger customer relationships<\/a>. Additionally, the CRM software also provides industry-specific solutions for a number of sectors, including retail, eCommerce, finance, and healthcare.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-zoho-crm-best-features\">Zoho CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer segmentation based on their region, requirements, lead source, and responsiveness level<\/li>\n\n\n\n<li>Leads app card scanner to automatically import them into CRM<\/li>\n\n\n\n<li>Web-to-lead forms with a simple drag-and-drop builder&nbsp;<\/li>\n\n\n\n<li>Hierarchies to associate sub-campaigns<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-zoho-crm-limitations\">Zoho CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requires other Zoho products to use the client management tool to its fullest potential<\/li>\n\n\n\n<li>Rules customization is available on the expensive plans&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-zoho-crm-pricing\">Zoho CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard<\/strong>: $14 per user per month<\/li>\n\n\n\n<li><strong>Professional<\/strong>: $23 per user per month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: $40 per user per month<\/li>\n\n\n\n<li><strong>Ultimate<\/strong>: $52 per user per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-zoho-crm-ratings-and-reviews\">Zoho CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4\/5 (2,300+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.3\/5 (6,200+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em><a href=\"https:\/\/clickup.com\/blog\/zoho-alternatives\/\">Check out these Zoho alternatives<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"37-8-airtable-best-for-creating-a-client-management-system\">8. Airtable &#8211; Best for Creating a Client Management System<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-50186\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/airtable-product-management-example.png\" sizes=\"auto, (max-width: 1306px) 100vw, 1306px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/airtable-product-management-example.png 1306w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/airtable-product-management-example-300x192.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/airtable-product-management-example-768x490.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/airtable-product-management-example-700x447.png 700w\" alt=\"Airtable client management software system\" width=\"1306\" height=\"834\">\n<figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/airtable.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Airtable<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Airtable is a <a href=\"https:\/\/clickup.com\/blog\/cloud-collaboration-tools\/\">cloud-based collaboration<\/a> and project management tool that combines an easy-to-use spreadsheet with the power of a database and the flexibility of custom applications. With Airtable, small teams can create highly collaborative workspaces for teams to work together on projects.&nbsp;<\/p>\n\n\n\n<p>The platform also integrates with other apps and services like Slack, Zapier, and Dropbox to provide a complete client management system for customer management.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-airtable-best-features\">Airtable best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Actions to goals linking functionality to streamline reporting&nbsp;<\/li>\n\n\n\n<li>Shareable forms to populate records into the Airtable base<\/li>\n\n\n\n<li>Timeline View to track events, resources, and projects<\/li>\n\n\n\n<li>Automation with Javascript functionality<\/li>\n\n\n\n<li>Form View for contact management<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-airtable-limitations-\">Airtable limitations&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited sorting and filtering options compared to other client management software tools<\/li>\n\n\n\n<li>Limited customization options for workspace appearance (check out <a href=\"https:\/\/clickup.com\/blog\/airtable-alternatives\/\">Airtable alternatives<\/a>)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-airtable-pricing\">Airtable pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free version<\/strong><\/li>\n\n\n\n<li><strong>Plus<\/strong>: $10 per user per month<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $20 per user per month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact Airtable for details<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-airtable-ratings-and-reviews\">Airtable ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5 (2,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (1,700+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"42-9-mondaycom-best-for-collaboration\">9. Monday.com &#8211; Best for Collaboration<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-37161\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/monday.png\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/monday.png 973w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/monday-300x202.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/monday-768x518.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/monday-700x472.png 700w\" alt=\"monday platform example\" width=\"973\" height=\"656\">\n<figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/monday.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Monday<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Monday.com is a project management platform for teams to easily collaborate, manage, and <a href=\"https:\/\/clickup.com\/blog\/how-to-prioritize-your-work\/\">organize their work<\/a>. It helps teams manage <a href=\"https:\/\/clickup.com\/blog\/project-management-vs-task-management-difference\/\">projects and tasks<\/a> with real-time updates and visual task boards that allow everyone to keep track of activity on both an individual and group level.&nbsp;<\/p>\n\n\n\n<p>With features like automated notifications, reporting capabilities, and integrations with third-party apps, Monday makes it easier for teams to stay on top of their projects and tasks in a streamlined way. It also allows users to easily customize their project boards with different layout options and set up board-specific rules to keep everyone organized!<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-monday-best-features\">Monday best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom fields to build a sales cycle workflow and customer relationship management system&nbsp;<\/li>\n\n\n\n<li>Google Drive, Dropbox, Box, or OneDrive file uploads for document management<\/li>\n\n\n\n<li>Lead management with custom criteria automation<\/li>\n\n\n\n<li>Client <a href=\"https:\/\/clickup.com\/blog\/client-communication\/\">communication<\/a> with email integration<\/li>\n\n\n\n<li>No-code dashboard customization&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-monday-limitations-\">Monday limitations&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Steep learning curve to familiarize with functions and interface (check out <a href=\"https:\/\/clickup.com\/blog\/monday-alternatives\/\">Monday alternatives<\/a>)<\/li>\n\n\n\n<li>The Time Tracking Column feature is only available in the Pro and Enterprise plans<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-monday-pricing\">Monday pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Individual<\/strong>: Free forever<\/li>\n\n\n\n<li><strong>Basic<\/strong>: $8 per user per month starting at 3 seats<\/li>\n\n\n\n<li><strong>Standard<\/strong>: $10 per user per month starting at 3 seats<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $16 per user per month starting at 3 seats<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact Monday for details<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-monday-ratings-and-reviews\">Monday ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.7\/5 (7,550+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.6\/5 (3,700+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"47-10-nutshell-best-for-pipeline-management\">10. Nutshell &#8211; Best for Pipeline Management<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56305\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell.jpg\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell.jpg 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-300x169.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-768x432.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-700x394.jpg 700w\" alt=\"Nutshell sales pipeline\" width=\"1024\" height=\"576\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.nutshell.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Nutshell<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Nutshell is a cloud-based pipeline management platform for teams to streamline the process of <a href=\"https:\/\/clickup.com\/blog\/project-development\/\">project development<\/a> from concept to completion. It provides a suite of tools to help teams plan, track, and collaborate on projects in real-time.&nbsp;<\/p>\n\n\n\n<p>With Nutshell, teams can manage multiple projects at once, assign tasks and due dates, communicate with team members, and monitor progress. The platform also includes <a href=\"https:\/\/clickup.com\/blog\/project-management-templates\/\">project management templates<\/a>, reports and analytics, and a messaging system to help teams with <a href=\"https:\/\/clickup.com\/blog\/lead-management-software\/\">lead management<\/a> from start to finish.&nbsp;&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-nutshell-best-features\">Nutshell best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/blog\/contact-management-software\/\">Contact management tools<\/a> to find every contact, customer, and conversation<\/li>\n\n\n\n<li>Intelligent formas to collect leads directly from the website<\/li>\n\n\n\n<li>Sales automation with pipeline trigger customization<\/li>\n\n\n\n<li>Presentation-ready reporting charts<\/li>\n\n\n\n<li>Prebuilt email templates<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-nutshell-limitations\">Nutshell limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Interface is not as modern or intuitive compared to other client management software on this list<\/li>\n\n\n\n<li>Report and performance tracking is available on the expensive plan<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-nutshell-pricing\">Nutshell pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Foundation<\/strong>: $16 per user per month<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $42 per user per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-nutshell-ratings-and-reviews\">Nutshell ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.2\/5 (740+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.2\/5 (370+ reviews)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"52-manage-customer-relationships-with-client-management-apps\">Manage Customer Relationships With Client Management Apps<\/h2>\n\n\n\n<p>ClickUp is a powerful and versatile platform for managing your clients and improving your business workflows! By eliminating silos and fast-tracking communication, everyone is on the same page and working towards the same revenue goals.<\/p>\n\n\n\n<p>Whether you\u2019re a small business or a large enterprise, ClickUp has the flexibility productive teams need to maximize their client service management efforts. <a href=\"https:\/\/clickup.com\/signup-1\">Start a free ClickUp Workspace<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Scaling a customer base is a positive sign of success. But with it comes added demands to from managing communication and meeting growth targets.&nbsp; Client management software is designed to streamline task and activity workflows so teams can focus on what matters most\u2014providing first-class customer service! 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