Customer relationship management (CRM) software helps drive growth, increase sales, offer exceptional customer experiences, and redefine branding. Today, there are many CRM systems for small-sized agencies, each with their own set of benefits and features. In this blog, we have created a comprehensive guide so you can easily compare the best client management systems for small-sized agencies.

Top Client Management Systems For Small-Sized Agencies

Monday.com

When it comes to sales, customer relationship management, HR, project management, and everything in between, you can always count on Monday.com for it. The best thing about Monday.com is that it offers a complete overview of your business processes on its user-friendly and intuitive dashboard. It has some amazing features, such as easy management of your departments and projects with visual boards, customizable IF/THEN automation rules, organization of contacts in a simple database, and easy tracking of progress, budgets, and project timeframes. 

Moreover, Monday.com can also help you with activity logging, accurate sales forecasting & analytics, lead scoring, and integration with Dropbox, Outlook, Gmail, Slack, and more. The free plan of Monday.com allows small businesses to create lead capture forms, up to 1,000 contacts, and 2 users seats.

For the yearly billing of 3 user seats:

• The basic plan is for $30 a month
• The standard plan is for $42 a month (CRM automation, integrations, quotes, invoices, activity management, and a dashboard for 5 boards).
• The Pro plan is for $72 a month (email automation, sales forecasting & analytics).
• For the Enterprise plan, you need to contact sales team of Monday.com (advanced analytics, account management, team goals, and lead scoring).

Freshworks

Rated by many as one of the best client management software tools, Freshworks provides simple workflow creation so it becomes easier for your streamline your processes and automate your repetitive tasks. The best thing about Freshworks is that you can quickly and easily access a full 360-degree overview of your business processes and customers, as and when required.

The special features of Freshworks include dynamic forecasting, customizable web forms and custom fields, easy creation of sales funnels, custom reports, automatic assignment of leads to team members, creation and tracking of sales activities, and setting custom roles and permissions. It is an excellent option for sales team as it has built-in support for email and phone that means your sales reps can send emails and make calls all within the same platform.

The free plan of Freshworks offers built-in email, phone, and live chat support. It also provides contact and account management features. The growth plan at $15 a month offers automated sales sequences, contact scoring, visual sales pipeline, WhatsApp business, and up to 2,000 bot sessions. The Pro plan at $39 a month offers time-based workflows (daily, weekly, and monthly), multiple sales pipelines, and 3,000 bot sessions. The Enterprise plan at $69 a month offers dedicated account manager, audit logs, and 5,000 bot sessions. This pricing for all plans is for the annual billing option and per user. The monthly plans start at $18 a month to $83 a month on the Enterprise plan.

Keap

An easy and powerful CRM and sales/marketing platform, Keap was designed to help you significantly grow sales and eliminate business chaos to save invaluable time. Automation tools are being leveraged by Keap to collect more leads, create more fans, and convert more clients. Keap is incredibly easy to use and set up and, therefore, is the first choice of small business owners, freelancers, and solopreneurs. It comes with a user-friendly dashboard and user interface. 

Keap’s email tracking feature allows you to seamlessly optimize your email campaigns with just a few clicks. It offers seamless integration for email providers such as Outlook and Gmail. You can even leverage automated processes for sending promotional messages to new leads or utilize pre-written emails to save invaluable time. You can even explore a rich range of internal forms to collect crucial data about new leads.

The paid plans of Keap start at $79 a month to manage up to 500 contacts.

Find out how you can explore the best of client management systems for small-sized agencies. Reach out to us at Dana Sacco now.