Importance Of Client Management

Client management software is a useful organization and communication method to reach clients. Learn more about the benefits of client management.

Whether you run a small or large business, client management is an important principle to apply to your work. Client management is the process of organizing, overseeing and coordination with both clients and potential clients. While clients are sometimes used interchangeably with customers, there are differences between the two. Customers refer to your average shoppers. Clients are repeat customers who either subscribe to your business or purchase items in bulk. While managing both is important, clients typically take priority because they play a larger role in how your business makes money. They also require more specialized service compared to customers.

Client management focuses on building positive relationships with your client, ensuring they keep coming back for future business. There are several different techniques you can use to improve client management. Which ones you use largely depends on your business and the clients, but there are a few common tips you can always follow. One of the most effective ways to focus on client management is through specialized software.

Benefits of Client Management 

The biggest benefit of client management is retention. Clients are more likely to stay with a business if they feel appreciated. Even if you offer better prices than your competition, your clients may leave if your business gives the impression they aren’t valued. A large part of client management software is making information accessible to all employees. This ensures clients have a personalized experience, even if they are working with a new representative. This information also gives you questions to ask and products or services to prioritize when you are speaking with repeat clients.

With customer retention comes improved sales. Not only are your clients returning for future business, but they are more likely to either purchase new products or increase their existing orders. Clients also provide your business with helpful analytics. Because clients purchase in larger numbers, you can tell which parts of your inventory you want to focus on.

Happy clients also lead to positive reviews. One of the best ways to get new business is through word of mouth. Client word of mouth is even more valuable because they are more likely to speak with other customers who want to order in bulk, greatly increasing your profitability. 

Top Client Management Principles

Client management is about keeping your clients happy, but you do not want to lie to appease clients. Be honest and transparent with your clients. If there are delays or other issues, be upfront and explain what is causing them. If your clients are happy with your business, they are likely to forgive any mistakes, and also appreciate that you’re being upfront. If they are asking for too much, let them know your limits. Trying to take on an order you cannot handle will not only disappoint your customers if you fail to deliver, but it will make your business look worse.

Communication is also a key part of client management. Communicating is how you let your clients know you value their business. Reminding clients of previous orders or catering future requests based around their needs shows you pay attention and do not treat them like an average customer. Clients are also more likely to share details about their business if you stay in communication. This is a good way to get future sales or find potential avenues for your own business to pursue. 

What to Look for in Client Management Software

Client management software is a great way to improve your business, but you do not want to blindly select a program. With any program, ease of use is important. Keep in mind, you want to pick a program that is easy for everyone to use. Some of the best client management software includes customization options for each user. This way, all employees can create an easy-to-use account while also sharing helpful information with the other users.

Another consideration is compatibility. Businesses often use multiple programs. Whenever possible, it is important to prioritize compatibility. Many business centered programs allow you to directly access important information and connect user accounts. It is especially helpful for accounting software as well as generating client reports.


Insightly is one of the top client management programs because it offers a wide range of customization options. If you are a novice, you can use the default settings, but more advanced users can access a wider range of options. You can tailor the program exactly to your needs, setting key notes about your clients as well as their business. It also allows you to easily import information from other programs, including Microsoft and QuickBooks various services. Importing information is also easy, rarely involving more than dragging and dropping the information into your Insightly account.

Insightly has several pricing models to choose from. If you want to try out the program, the free version supports two users, but has a limited number of features. Basic plans begin at $29 a month per user. Larger businesses can also request a custom quote if none of the plans seem appropriate for their company.

Zoho CRM

Zoho is another client management software with a range of customization options. It allows you to automate most of the tasks, automatically making notes of any changes to your client’s account. You can also set up the program to send you alerts whenever new information is added. This is a good way to keep track of incoming shipments your clients are waiting on. Zoho also features a data algorithm to help you predict sales. This is a good way to impress your clients and show you are invested in their business.

A free trial is available for up to three users. All the other plans come with a 15-day trial. A standard plan starts at $12 per month, while the most expensive, Enterprise, is $35. Larger businesses can also purchase an Ultimate Edition, which includes a 30-day free trial and costs $45 each month.


If you commonly communicate with your clients online, Pipedrive is an excellent program. It allows you to directly message other users as well as clients, automatically logging all the interactions. If you do not want to use your Pipedrive account, you can sync your email directly to the program. Pipedrive is also compatible with most common business software, including Google and Microsoft programs. There are several pricing plans available, starting at $12.50 per user each month, going all the way up to $99 per user each month.