According to the study, the size of the global customer relationship management market was estimated at USD 58.82 billion in 2022. It is expected to grow by 13.9% between 2023 and 2030. And there is a reason for this: every company today needs some kind of customer management software.

It’s no exaggeration to say that your customers are what keeps your business afloat, whether you work in sales or in any other role that involves interacting with them.

Keeping track of everyone’s individual data and progress becomes increasingly difficult as your customer base expands. Things can spiral out of control if you don’t have the right customer management software to keep track of their data.

Customer management software can help you improve your interactions with existing customers, stay on top of all developments, and keep things running smoothly.

The purpose of such software is to help teams save time and resources to focus on what really matters: providing excellent customer service and improving the company’s sales processes.

In this article, we’ll take a look at ten of the best customer management programs on the market.

What is customer management software?

Do you spend more time entering data into various programs to track customers than communicating with them? If this describes your business, it’s time to upgrade to CRM to better manage your customer relationship management system.

Customer management systems help to keep track of a database that details the company’s interaction with each customer. Sales, marketing, and support teams often use this data to build relationships with customers and convert them into repeat customers.

To grow their customer base steadily, teams need to find the perfect tool that includes task management, customer relationship management, sales reporting, scheduling, goal monitoring, email tracking, third-party integration, and mobile access.

When deciding on a customer management system, you should also consider the following factors:

• Personalize marketing efforts, sales procedures, and industry norms to meet the needs of each client.
• Permissions and security measures to protect data from unauthorized access, theft, and other policy violations.
• Collaborative editing and commenting on spreadsheets, presentations, and various types of documents in real time.
• Budgeting is used to allocate resources, find ways to make money, and predict future trends.
• Use automated systems to handle repetitive tasks, communications, and the entire customer lifecycle.
• Methods for monitoring the time spent by team members on specific tasks to increase efficiency.
• Personalized web forms for collecting leads and adapting sales strategies.

10 best programs for customer service

Choosing customer management software is not an easy task. So, here are the top ten customer management systems:

FuseBase (formerly Nimbus)

FuseBase (formerly Nimbus) is one of the best customer management programs on the market.

It is an easy-to-use system that allows users to develop customer relationships, improve the sales process, use various project management tools, and store their notes, ideas, and important documents.

FuseBase (formerly Nimbus) is a popular customer management software that also serves as a hub (internal for teamwork or external for communication with customers). Its powerful data sharing and collaboration tools are useful for both large and small businesses. For example, you can work with your team on some projects and give clients access to your workspaces. Place all the necessary materials (text, files, photos, tables, embeds, etc.) on one page and share a link to that page. Your work will be available to anyone who has a link, regardless of whether they have a FuseBase account or not.

One of the tools you can use to improve your customer relationships is FuseBase Portals. FuseBase Portals are websites that do not require you to write any code. You can use them to promote your services and provide your customers with the best user experience. There you can track everything related to the client’s project and make changes as needed.

Main features:

• Superdocuments. Combine multiple data formats in a single sheet (or superdocument). Word documents, PDFs, PowerPoint presentations, and multimedia files. The variety of FuseBase elements allows you to better organize your page content.
• Tables. You can add tables to pages in FuseBase to turn them into databases.
• A powerful editor. You can easily change the background color, insert titles and outlines, and more. You can make a clean-looking page. FuseBase organizes its data in the form of movable blocks of information.
• Easy sharing. Your customers don’t need FuseBase accounts to view the pages you share with them. Don’t worry if they don’t understand technology; just send them the link.
• Clear UX for your customers. With FuseBase pages, you can create a portal for your customers. They can be useful when working on long-term projects with clients.
• Clear structure. Create as many folders and subfolders as you need to organize your pages and important data. Use the system of likes and tags. Topic tags can combine pages from different directories.
• Permit management. FuseBase’s clearly defined structure makes it easy to control who can do what.
• Nimbus Capture. This web extension will help you create different types of screenshots and turn workflow videos into step-by-step illustrated reports or instructions. Automatically created and described documents can be edited, commented on, and sent to your FuseBase Workspace or directly to the client.
• White Label. Your workspaces are fully customizable for your brand. Use this solution to build consumer trust in your company and promote your brand.

Pricing:

FuseBase has several tariff plans to meet the needs of different users.

• A free plan is available.
• Standard – $9/user/month.
• Contact the sales department for an individual price offer.

BIGContacts

Thanks to its ease of setup and affordability, BIGContacts is ideal for small and medium-sized businesses that need a functional contact management solution without the cost.

A centralized dashboard gives users instant access to the data they need, reducing the number of tabs and tools, making task management and sales tracking incredibly easy.

Marketing automation features allow you to send personalized emails to prospects tailored to their specific stage in the sales process.

Main features:

• A customizable sales pipeline with a drag-and-drop interface.
• Automated task reminders, workflows, and triggered emails.
• Integrated task and calendar management.
• Ability to create custom fields, processes, workflows, and reports.

Pricing:

• Unlimited free plan for startups with all premium features.
• Paid plans start at $9.99/month.

Zoho CRM

To help businesses organize and utilize their customer data, Zoho CRM offers several useful features and capabilities. Contact management, leads, sales forecasting, marketing automation, support, analytics, and reporting are all part of the package. Zoho Campaigns, Zoho Reports, and other apps and services can be integrated with Zoho CRM.

These resources allow companies to better understand their customers, optimize sales procedures, and build strong relationships with their clients. Retail, e-commerce, financial, and healthcare industries are just a few of the industries served by the specialized features of Zoho CRM software.

Main features:

• Segmentation of customers by geographic location, needs, lead source, and response time.
• Scan your prospects’ business cards with the app and add them to your Zoho CRM instantly.
• Web forms for leads that can be easily customized with a visual editor.
• Sales forecasting provides a real-time view of the forecast of all your sales representatives.
• Organizing sub-campaigns in a hierarchy.

Pricing:

• Standard: $14 per user per month.
• Professional: $23 per user per month.
• Enterprise: $40 per user per month.
• Ultimate: $52 per user per month.

HubSpot CRM

HubSpot CRM is a free customer management software. It’s like a one-stop shop with a brilliant reputation for helping large and small companies better manage their customers. Sales managers, salespeople, marketers, customer service teams, operations managers, business owners, and others can take advantage of its capabilities.

The free HubSpot CRM customer management software is flexible, unified, and easy to use. HubSpot offers customer management tools such as email monitoring and notifications, lead tracking, appointment scheduling, web forms, and live chat to help you stay in touch with your most valuable customers.

You can save time and energy by integrating HubSpot CRM with Gmail, G Suite, Office 365, or Outlook.

HubSpot offers an unlimited number of users, data, and up to 1,000,000 contacts with no time or expiration limit, making it suitable for teams of all sizes.

Main features:

• Contact management.
• Marketing attribution tools.
• Stages of transactions.
• Dashboards are updated daily.
• Task management.
• Automated data collection.

Pricing:

• Free plan.
• The cost of the package starts at $113 per month.

Pipedrive

This customer management software is ideal for small businesses or freelance work. Pipedrive is a simple CRM system that helps organize customer information and unify the advertising and sales process. It has a comprehensive customer service and records all customer interactions.

For organizing and managing your sales funnel, Pipedrive is one of the best customer management software tools.

Pipedrive can automate the tasks you do over and over again with workflow automation. The app comes with an AI-driven sales assistant. It’s one such customer management tool that can do everything from training your sales team to analyzing their past performance using algorithms to provide them with customized information and automated recommendations.

In addition, this CRM system helps you schedule appointments, track emails using your favorite mailbox, and automatically link sales chats to deals and contacts. You can connect Pipedrive’s customer management tool to any application that will help you close more deals. The app is available for Apple iOS and Google Android.

Main features:

• Sales automation.
• Lead management.
• Sales assistant with artificial intelligence.
• Insights and reports.
• Contact management.

Pricing:

• Free plan for 14 days.
• Essential $11.90 per user per month.
• Advanced $24.90 per user per month.
• Professional $49.90 per user per month.
• Enterprise $74.90 per user per month.

Keap

Keap is a customer management tool designed to manage trade negotiations, optimize marketing, and automate sales.

Its customer management system provides these services, helping companies attract more leads, close more deals, and expand their customer base. If you use Keap CRM, you won’t have to look for other tools to manage your customers.

To ensure that your team always follows up on leads in a timely manner, you can include custom forms directly on your website landing pages. Once you’ve collected your leads, you can use Keap’s email and SMS marketing capabilities to split them into more manageable groups based on several characteristics.

Keap’s customer management tool helps you automate sales and convert more quality leads into customers, even if personalization isn’t your team’s priority. If a company does a good job of maintaining relationships with its customers, these customers will become its best customers.

Main features:

• CRM tool.
• Invoices and payments.
• Sales pipeline.
• Integrated systems.

Prices:

All prices are for 500 contacts and one user.

• Keap Grow starts at $79/month.
• Keap Pro is $149 per month.
• Infusionsoft starts at $199 per month.

Insightly

This is one CRM platform that is ideal for freelancers and companies of all sizes, offering excellent customer service, a simple interface, and the ability to grow with any company size while supporting the needs of individual sales reps.

Insightly also has configuration options that are easy to understand for all users. The graphs, charts, and visualizations you create with the drag-and-drop interface can be shared with others in your company. Insightly can connect to other services in several ways, including but not limited to MailChimp, QuickBooks, Microsoft Outlook, and Gmail. Even if Insightly doesn’t support a particular web service, you can still connect it with Zapier.

Unfortunately, the integration is not as reliable as in other customer management software tools. And many advertising opportunities are reserved for premium packages.

Main features:

• The customer journey is graphically displayed in Insightly.
• Ideal for business reporting.
• Workflow automation helps to create complex, multi-stage business processes.
• Leads can be instantly redirected to the appropriate team member.

Pricing:

• A free trial version is available.
• Plus $29 per user per month.
• Professional $49 per user per month.
• Enterprise $99 per user per month.

Salesforce

Salesforce is a cloud-based CRM program that helps organizations manage their contacts and sales processes. This software serves as the company’s data center, allowing sales representatives to create specialized reports, automate routine tasks, track customer engagement, and effectively manage their contacts and sales processes. It also provides tools for marketing analytics, lead generation, and other related tasks.

With Salesforce management software, organizations can learn more about their customers and make better decisions based on customer data. Teams have centralized customer management through interfaces with external data and systems.

Main features:

• Activity management to unify emails and engagement activities in one platform.
• Conveyor management is part of this CRM for sales.
• Integration with Slack makes customer management easier.
• Sales forecasting, which allows businesses to predict future sales revenues.
• Manage accounts, contacts, leads, and opportunities.
• Customer 360 gives everyone an overview of each customer.
• Integrate email with Gmail or Outlook.

Pricing:

• Essentials: $25/month per user.
• Professional: $75/month per user.
• Enterprise: $150/month per user.
• Unlimited: $300/month per user.

Monday.com

Monday.com is a customer management program for organizing and coordinating group efforts. Your customers will have no trouble using Monday.com thanks to its user-friendly design. You can ensure full transparency by giving them access to the project’s steering committee. It will also help you save time that is usually spent reporting to clients on the progress of the project.

All of your customer interactions are in one central location thanks to the integrated customer board, collaboration and communication tools in this customer management software. All your client chats and file sharing are in one place.

You can see who has seen your messages and add notes to them using Monday.com’s convenient tools. The program will make it easier for customers to move from one sales pipeline to another and turn tasks into results.

Main features:

• Custom fields for creating a sales cycle workflow and customer relationship management software.
• Upload files to Google Drive, Dropbox, or OneDrive for document management.
• Lead management using automated, user-defined criteria.
• Integration of email correspondence with customer interaction.
• Easy customization of the dashboard without code.

Pricing:

• Individual: Free forever.
• Basic: $8/month per user.
• Standard: $10/month per user.
• Pro: $16/month per user.
• Enterprise: Check back on Monday for details.

Freshworks CRM

Freshworks customer relationship management software simplifies customer management, marketing automation, customer relations, centralized data management, and channel management, enabling sales representatives to effectively manage customer relationships and increase productivity.

Small businesses can increase revenue and learn more about their customer databases using tools such as contact management, lead scoring, customer segmentation, task automation, and customer insights.

It’s one of the best customer management tools that helps teams better track customer contacts thanks to rich data and save time by automating routine tasks with rule-based workflows. The Freshworks customer management tool can be integrated with other commonly used applications, such as Google Apps, Zapier, and MailChimp, to further maximize the use of customer data.

Main features:

• Pipeline management.
• Lead scoring.
• Built-in audio calls.
• Sales reports.
• Optimization of customer data.

Pricing:

• Starting price: $19 per user per month.
• Growth: $49 per user per month.
• Pro: $95 per user per month.
• Enterprise: $199 per user per month.

Summarizing the results

Customer relationship management and contact management software helps you connect with customers by providing a systematic approach and tools for organizing and leveraging the customer lifecycle.

Investing in customer management and customer relationship management software can pay significant dividends for your company as it helps keep your new and old customers happy (and it’s your customers that impact your revenue in the long run).

It’s important to remember that every company has its own unique requirements, rules, and preferences for contact management software. That’s why you should choose customer relationship management software that provides all the sales tools and everything you need to effectively manage your company’s customers.

Use this list of the best customer management apps this year.

Why these software tools? While many innovative contact management software tools have emerged in the corporate world in recent years, these ten are undoubtedly considered the most effective.

We wish you the best of luck in your customer service management efforts and hope that this list of the best customer management software will help you choose the best customer management tool that meets all your requirements.

Disclaimer

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