The 12 best client management apps for any-sized team

A client management app (a.k.a. a CRM) helps businesses organize client information, track interactions, and streamline follow-ups. The best apps are easy to use, offer automation, and can be used from anywhere. HubSpot’s CRM helps businesses take these capabilities on the go.

Without a client management system, most businesses struggle to provide a great experience for their customers. With scattered customer data, it’s difficult to keep track of customer interactions and conversations.

This guide explores the 11 best client management software for businesses of all sizes, what features to look for, and how to make the right choice. Let’s dive in.

Table of Contents

• What is client management?
• What is a client management app?
• Why Your Business Needs a Client Management App
• Client Management App Benefits
• Essential Features of Great Client Management Software
• Best Client Management Apps
• How to Choose the Right Client Management App
• Frequently Asked Questions About Client Management Apps
• Are client management apps secure and compliant?

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What is client management?

Client management is the act of cultivating relationships between a business and its customers. Client management can include customer lifecycle planning, setting expectations, establishing trust, setting boundaries, and measuring happiness.

Client management involves delighting clients long-term, increasing retention, and earning word-of-mouth referrals. But what exactly is a client management app?

What is a client management app?

Client management apps help businesses organize client information and track interactions. This software keeps track of individual relationships between a business and each of its customers.

Sales, marketing, and support teams often refer to data in the Client Management System to establish and nurture customer relationships so that they become loyal clients. HubSpot CRM provides a free, scalable client management platform.

Why Your Business Needs a Client Management App

Businesses need a client management app to keep track of customer interactions and build an experience that meets customer needs. Without the right client tracking software, teams miss follow-ups and deliver inconsistent outcomes. Plus, there’s more admin with reps wasting hours searching for information instead of building relationships. A CRM like HubSpot can help.

Client management apps add an organized digital layer and help businesses nurture relationships through every interaction. And with the right client management app, teams can automate the heavy lifting while focusing on what matters most — delighting customers.

Client Management App Benefits

Client management apps like HubSpot create a central stop for client data so businesses can build better experiences. The end result is smoother sales, marketing, and customer service initiatives that increase conversions. Top benefits include:

• Creating a centralized customer database.
• Increased customer satisfaction.
• Automating admin.
• Boosting communication.
• Increased revenue.

Here are some of those benefits:

1. You’ll have a centralized customer database.

Instead of having customer information and data scattered in different files, a CRM stores everything in one location. This makes it easier and faster for anyone who works with such information to quickly access it, without wasting time or running around in circles.

Beyond that, a CRM allows teams to store detailed information about customers in one location. This will not only provide a holistic view of each contact but also increase knowledge and understanding of them. Personalization and providing a wonderful customer experience have become easier.

2. You’ll increase customer satisfaction and retention.

With a CRM, businesses can respond promptly to inquiries, address and resolve customer complaints quickly, and generally provide excellent customer service.

Because of the data available on each customer, teams can gain insights into their purchase history and buying behavior, anticipate their needs, and come up with a personalized offer that’s too good for them to resist.

A CRM can also remind teams to fulfill any promise made to customers. In fact, client management systems improve follow-up consistency and client experience.

All these can go a long way to delight customers, boost their engagement with products and services, convince them to become repeat customers, and increase customer retention.

3. You can automate everyday tasks and increase efficiency.

A CRM will allow reps to simplify and automate everyday tasks that are repetitive and time-consuming.

For example, reps can automate all sorts of data entry, like logging calls, emails, meetings, and so on. Salespeople can even automate qualifying and managing leads, segmenting contact lists based on various factors, deal tracking, follow-up reminders, sales forecasting, and much more.

This way, reps can save time and energy that would have been spent on those tasks and dedicate them to more important business areas.

4. You’ll boost internal and external communication.

Salespeople can communicate with prospects and customers through a CRM, respond promptly to inquiries, save a record of such conversations, and track them when necessary.

Reps can also use a CRM to update colleagues or ensure every team member is on the same page concerning an issue. This way, reps can avoid unnecessary back-and-forth communication delays and boost team collaboration and productivity.

5. You can protect customer data and information.

A CRM can keep customer data safe and secure since everything is stored in one location. In addition, it can also make it easier to comply with relevant laws on customer data and privacy.

For example, if a business has customers in the European Union (EU), they are legally required to comply with the General Data Protection Regulation (GDPR). Doing this manually is error-prone. However, with a GDPR-compliant CRM, teams can easily comply with the law without creating any room for mistakes.

Pro tip: HubSpot is GDPR and CCPA compliant. HubSpot Enterprise also offers HIPAA-compliant features.

6. You’ll increase conversions, sales, and profits.

In essence, a client management tool is very important because it gives businesses easier and faster access to all customer data. With that information, reps can better understand customers and deliver outstanding customer experiences, shorten the sales cycle, and increase conversions and sales.

In addition, a CRM provides valuable business insights, improves communication within teams and across departments, increases efficiency and productivity, reduces waste, saves time and money, and also increases revenue and profit.

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Essential Features of Great Client Management Software

The best client management apps offer easy-to-use interfaces, automation, and mobile access. A great client management software tool is more than just a place to store customer data. It’s a robust system that just about anyone in an organization can use to further client relationships.

Here are the essential features every client management app needs.

1. Contact Management

Teams need a CRM with solid contact management features to collect, organize, and store detailed information about prospects and customers in one place. This feature should also make it easy to create a new contact, add new contact information, share contact info, and quickly access, track, and segment customer information when necessary.

2. Data Analytics and Reporting

Business leaders should choose a CRM that can analyze all customer data, spot trends and patterns, and generate reports on metrics that matter. This will help reps keep tabs on customer behavior, gain insights into the performance of sales, marketing, and customer service teams, and quickly discover what’s working for the business.

Pick a CRM that can help track and measure customer activities — support requests, email responses, past purchases, etc. This can help teams anticipate the needs of the customer and offer personalized upsell and cross-sell opportunities later in the customer life cycle.

3. Automated Workflows

Reps can use automated workflows in a CRM to send outreach, schedule meetings, and manage repetitive tasks. This feature helps ensure consistency, save time and energy, and allows reps to focus more time on building customer relationships.

4. Third-Party Integrations

Client management apps integrate with existing business tools and platforms. Select a CRM that integrates with existing business software and tools the team already uses. This will boost the capabilities of the CRM and help avoid the stress of switching between tools to get work done.

5. Mobile CRM

Mobile client management apps enable on-the-go access to client data. With so many professionals, teams, and businesses now working remotely, I recommend choosing a CRM with a solid mobile app. Make sure the app has all the CRM features and tools and can be accessed through both Android and iOS devices so teams can work and sell from anywhere.

Pro tip: HubSpot’s app makes its powerful CRM completely mobile.

6. Sales, Marketing, & Customer Support Features

Depending on needs and priorities, also consider features that can boost sales, marketing, and customer support management. This will include features for lead management, marketing automation, opportunity tracking, sales pipeline management, email marketing, ticket management, live chat, and so on.

Next, I’m going to share the top client management software that can help grow your business.

Best Client Management Apps

1. HubSpot CRM
2. Keap
3. ClickUp
4. Nimble
5. Agency Handy
6. Monday.com
7. Zendesk Sell
8. Pipedrive
9. Zoho CRM
10. Insightly
11. Salesforce
12. Freshworks CRM

1. HubSpot CRM

The HubSpot all-in-one CRM platform for scaling businesses, from small- to midsize-businesses (SMB) to enterprise, is flexible, cohesive, and easy to use. The platform includes features such as email tracking and notifications, prospect tracking, meeting scheduling, and even live chat. This integrated suite lets businesses stay connected to the customers.

Reps can integrate HubSpot CRM with Gmail, Google Workspace, Office 365, and Outlook, so they spend less time logging notes and more time building relationships.

With HubSpot, teams have enough access for unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date — whether they’re a team of 1 or 1,000.

Businesses in need of more functionality can check out the Starter Bundle for small businesses and startups. There, teams can unlock premium CRM features that are available in the paid editions of Sales Hub.

Pricing:

• Free: For up to five users
• Starter Customer platform: $15 per user/month, paid annually

What I like: HubSpot is 100% free, easy to use and navigate, allows up to five users, and provides essential CRM features like sales, marketing, service, content, operations, and commerce tools at zero cost.

HubSpot allows teams to track sales activity in real time. Teams can use free ad management tools to draw more visitors to the site and grow their database with free forms. Live chat features allow teams to engage and convert visitors in real time and create personalized experiences throughout the customer journey. Plus, there are over 1,500 integrations available.

Best for: Any business or team looking for an all-in-one CRM platform.

2. Keap

Wouldn’t it be nice to eliminate business chaos? Keap thinks so, too. This client management software and CRM does just that by helping businesses collect more leads, convert more clients, and create more fans.

With Keap, teams won’t need another form builder. Custom forms can be embedded right onto website landing pages, and they automatically trigger specific actions so teams can follow up on time, every time. After collecting those leads, use Keap’s email and SMS marketing tools to segment prospects based on specific attributes to drive greater sales.

For a smaller sales team, personalization may not be at the top of the list of priorities. Keap lets users automate sales follow-ups to turn more quality leads into customers. After this much quality client relationship management, those customers will eventually become the company’s best clients — fans.

Pricing:

• There is a 14-day free trial, no credit card required.
• Ignite: $299/month for two users + 1,500 total contacts
• Grow: $399/month for three users + 2,500 total contacts
• Scale: $599/month for five users + 5,000 total contacts

What I like: It’s an all-in-one CRM, sales, and marketing automation platform. Reps can automate new lead capture, appointment reminders, sales nurturing, purchase follow-ups, and more. Customers have access to a dedicated customer success manager, 24/7 chat support, U.S.-based phone support, and strategic coaching with a small business growth expert.

Best for: Small businesses, startups, and growing businesses.

3. ClickUp

ClickUp is the ultimate productivity software for managing accounts, growing customer relationships, and working together all from a single platform. I appreciate that among ClickUp's rich set of customizable features are over 15 unique ways to visualize all sales and client orders, including a list, calendar, table, or Kanban-like board view for any type of data.

Dashboards in ClickUp offer instant, real-time reporting and create high-level overviews of customers’ lifetime values to stay on top of every deal.

ClickUp is great because it integrates with over 1,000 other work tools, including email, to fast-track and streamline customer outreach.

With ClickUp's Free Forever plan, reps can access many functional features to start building a customer database or upgrade for even more advanced tools.

Pricing:

• Free forever plan, best for personal use
• Unlimited: $7 per month/user
• Business: $12 per month/user
• Enterprise: Contact sales for pricing

What I like: I love that teams can create a customized CRM from scratch with ClickUp. How cool is that? But if that sounds overwhelming, maybe because you’ve no prior experience using a CRM or you want to save time and hit the ground running faster, you can start with a prebuilt free ClickUp CRM template and customize it for your specific needs.

Best for: Entrepreneurs and businesses looking for a combined CRM and project management software.

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4. Nimble

Client management doesn’t only happen within a client management software system — social media has a place in the client relationship journey, too. Nimble is great because it captures prospective lead contact information using its Prospector browser extension. By simply hovering over a LinkedIn or Instagram profile, reps can cut the time spent on data entry in half.

With more than 160 apps available for integration, teams can unify client contact data using the systems they already know and love — like X, Facebook, and LinkedIn.

Nimble comes equipped with a calendar, activities tracker, and pipeline manager, so the team never misses an opportunity to connect with a prospect or existing client.

Pricing:

• 14-day free trial
• $29.90 per user/month (save up to 17% with annual pricing)

What I like: Nimble CRM works with both Microsoft 365 and Google Workspace. As a result, it can consolidate your contacts, emails, and calendars into a powerful force that boosts teamwork. You can save hours of data entry with Nimble's prospector. Email support, weekly training webinars, daily live Q&A sessions, and 100+ articles and videos are also available.

Best for: Solopreneurs and small business teams looking for a social CRM with sales prospecting features.

5. Agency Handy

Client management isn’t just limited to converting and onboarding them. There is more work to do afterward—projects, orders, collaboration, invoices, and payments. Agency Handy offers a multipackage service catalog to show offerings in up to 3 packages. Teams can price each one of them separately.

Businesses can integrate intake and order forms to get the client's details upfront. Users can also get an overview of what the client is looking for. What’s more interesting is the self-checkout option for the clients. They can pay via PayPal, Payoneer, Wise, and direct banking channels.

Plus, businesses can white label the platform, too. Users can feature their logo, color, sign-in portal, custom domain, and customized emails.

Pricing:

• 14-day free trial.
• Solopreneur: $49/month
• Teams: $99/month
• Pro: $149/month

What I like: I like the most about Agency Handy is order management. Once teams have an order, they can break it down into multiple shorter tasks and assign team members. Plus, users can get a bird's eye view with the Kanban board to check the status of each task and when it’s due or other submissions.

And the automated invoicing system is awesome as well. Once the client purchases a package, teams automatically get an invoice. For regular invoice reminders, the system sends reminders 3 and 7 days after invoicing, and 1 to 3 days before subscription invoices are due.

Best for: Digital businesses and agencies looking for reliable client portal software.

6. Monday.com

Back in 2012, Monday.com was founded as a team management solution that connected employees with workplace processes. Now, the tool is used in several industries to manage, organize, and track workplace activity, production, and performance.

Once a team signs up for Monday.com, they can choose a template depending on their industry and why they’re using the tool. Regarding sales, Monday.com has three templates that can help teams: sales CRM, partner management, and sales assets.

The sales CRM template is one of the best tools for any team. It helps efficiently manage leads, customer relationships, sales pipelines, and tasks all in one place.

With lead management, teams can create forms directly on Monday.com and place them on their website. Then, the submissions will be collected and synced with the team’s Monday.com board. The tool will then save all contacts’ data and activity, including calls, emails, and meetings.

Additionally, in the sales CRM template, reps can manage their sales pipeline with the Kanban view. Kanban is a technique for managing software efficiently. This view will help reps see at a glance how many prospects they have and what stage they're in.

Plus, the sales CRM organizes deadlines, so teams know what tasks need to get done for the day.

Pricing:

• Free forever plan, best for individuals
• Basic: $12 per user/month, three users minimum
• Standard: $14 per user/month, three users minimum
• Pro: $24 per user/month, three users minimum
• Enterprise: Contact sales

What I like: I like that reps can streamline sales activities from pre- to post-sales, save time with extensive automations, and gain deep insights from comprehensive data visualizations.

With the intuitive and user-friendly interface, reps can customize the look and feel of the CRM, even if they’re not tech-savvy. A template center with 200+ ready templates, a help center, a blog, a community, and 24/7 support are also great pluses, in my opinion.

Best for: Sales professionals and customer-facing teams.

7. Zendesk Sell

Zendesk was first created as a customer service tool but has since grown to include sales. I think the most unique feature is the focus on bringing sales and support teams closer together.

By combining its customer support and sales tools, teams can sell smarter, maintain context, collaborate, and delight customers.

For example, sales reps can see if a prospect or client opened a support ticket right in their contact record, so salespeople have full visibility and context of a customer’s situation. Plus, their contact record keeps a history of all communication, so reps understand the past context.

Pricing:

• 14-day free trial
• Sell Team: $25 per user/month
• Sell Growth: $69 per user/month
• Sell Professional: $149 per user/month
• Sell Enterprise: Starts from $219 per user/month

What I like: Reps can set overall sales goals, track progress, and use the sales engagement tool to improve prospecting. I also like that salespeople can automate tasks, get full pipeline visibility, deliver personalized experiences for potential and current customers, enjoy full functionality with the mobile app, and sell on the go from your mobile device.

Best for: Existing Zendesk users and customer-focused startups.

8. Pipedrive

Pipedrive is a CRM that provides features including pipeline management, chatbot, web forms, and AI sales assistance.

The AI-powered sales assist tool is one of the most unique features of this CRM, in my opinion. With Sales Assist, reps will receive personalized tips and automation recommendations.

The AI sales mentor will analyze past performance and bring risks to reps’ attention, suggesting new ways to boost their results. These tips will help salespeople upskill without lengthy training and consulting, which I think is a great asset for any sales team.

Additionally, the AI sales mentor will also use algorithms to analyze actions and find places that can be automated.

Pricing:

• 14-day free trial. No credit card required.
• Essential: $14 per user/month
• Advanced: $29 per user/month
• Professional: $59 per user/month
• Power: $69 per user/month
• Enterprise: $99 per user/month

What I like: I like that Pipedrive is user-friendly and also easy to set up and navigate. You can customize it for your own unique sales process, visualize the sales pipeline in different ways, and get AI-powered personalized tips. Support channels available include phone, email, online chat, knowledge base, community, and academy.

Best for: Businesses and teams looking for a sales-focused CRM that’s beginner-friendly.

9. Zoho CRM

Zoho CRM provides sales automation, predictive sales, sales management, and multichannel communication.

I think multichannel communication is one of Zoho CRM’s strongest features. This enables sales reps to connect with customers, wherever they are.

For example, reps can contact prospects through channels including telephone, email, live chat, social media, and web forms. Plus, with the multichannel tool, reps can measure the effectiveness of their communication, finding the best time and channel to reach prospects.

To make multichannel communication possible, Zoho CRM integrates with several business applications, including Google Workspace, RingCentral, and SalesIQ. These integrations make it possible to communicate with prospects via email, phone, social media, and live chat.

Pricing:

• 15-day free trial. No credit card required.
• Free plan: up to three users
• Standard: $18 per user/month
• Professional: $30 per user/month
• Enterprise: $45 per user/month
• Ultimate: $55 per user/month

What I like: Zoho CRM provides industry-specific solutions, has robust features you can customize to meet specific needs, and integrates with over 1,000 applications. I also like that the AI assistant, Zia, can help out in various ways.

I think Zoho also has great support options. With Classic support, paid subscribers can reach the support team through chat, email, phone call, or you can schedule a remote assistance session. Additional help resources like articles, ebooks, videos, tutorials, and webinars are also available.

Best for: Existing Zoho users and businesses looking for robust industry-specific CRM solutions.

10. Insightly

Insightly is a marketing automation and sales CRM software offering features like relationship linking, lead routing, and workflow automation.

With relationship linking and lead routing, sales reps can follow up on warm leads right away. For example, leads are automatically routed to sales reps in real time depending on their activity, including emails, phone calls, or interactions with a marketing campaign.

In my opinion, the relationship linking tool is key because it helps reps map and see the complex customer relationship. For instance, customers often communicate with other teammates, bosses, or other departments during their buyer‘s journey. Insightly helps teams determine who’s who and builds a clear view of an organization's structure and interaction with the brand.

Pricing:

• 14-day free trial
• Free plan: up to two users
• Plus: $29 per user/month (billed annually)
• Professional: $49 per user/month (billed annually)
• Enterprise: $99 per user/month (billed annually)

What I like: Insightly is a beginner-friendly CRM that’s easy to adopt, navigate, and customize to your specific needs. It’s great for sales pipeline and lead management, real-time performance insights, and customer relationship management.

I like that with the Insightly mobile app, reps can work on any device and manage everything on the move. It also integrates seamlessly with other Insightly products and thousands of third-party tools.

Best for: Growing businesses and sales teams looking for a mobile CRM with project management features.

11. Salesforce

Salesforce Sales Cloud is one of the top CRM software in the market today. It includes features such as contact management, opportunity management, lead management, email integration, and sales forecasting.

In my opinion, sales forecasting software is one of the top tools from Salesforce. With sales forecasting, teams can get a real-time view of the forecast of all sales reps, including in-line forecast adjustments and override visibility, depending on the management hierarchy.

For example, you can see the entire pipeline for your business, organized by sales rep, so you see who your top performers are. By tracking and forecasting your sales, you can set realistic goals and solve problems before they impact your revenue. Ultimately, I think tools like sales forecasting help management make decisions.

Pricing:

• 30-day free trial. No credit card or installation required.
• Starter Suite: $25 per user/month (billed monthly or annually)
• Pro Suite: $100 per user/month (billed annually)
• Enterprise: $165 per user/month (billed annually)
• Unlimited: $330 per user/month (billed annually)
• Einstein 1 Sales: $500 per user/month (billed annually)

What I like: I like that Salesforce is a powerful CRM with comprehensive sales, marketing, service, and commerce features that can be customized for specific needs. There’s also built-in AI, automated activity capture, and a mobile app that allows you and your team to work and sell on any device from anywhere.

If you want to improve and extend these features further, lots of additional Salesforce products, add-ons, and apps are available.

Best for: Growing businesses, large sales teams, and existing Salesforce users.

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12. Freshworks CRM

Freshworks CRM (formerly Freshsales) offers pipeline management, lead scoring, AI-powered insights, and built-in phone and email.

I think the best feature is the built-in phone and email. Rather than integrating with other platforms, your reps can make calls, send emails, and get in touch with prospects right in the CRM. To call prospects, you can purchase local and toll-free numbers inside Freshworks and assign them to sales reps, so they have a unique phone line.

Additionally, since communication happens right in the CRM, it’s automatically logged. Calls, emails, and any other activity are logged for you, eliminating timely manual data entry. A huge time-saver, in my opinion!

Pricing:

• 21-day free trial, no credit card required.
• Free plan: three users
• Growth: $11 per user/month
• Pro: $47 per user/month
• Enterprise: $71 per user/month

What I like: It’s a simple CRM that’s user-friendly and great for beginners. Apart from the built-in chat, email, and phone, I like that you can automate repetitive tasks and plan your entire sales process with Kanban views. Freddy AI can assist you with contact scoring, offer insights and recommendations, identify and highlight the best leads and deals, and also make predictions. You can work and sell on the go with the mobile app, manage global transactions with over 150 currencies, and choose from over 10 languages to send emails, analyze reports, and more.

Best for: Small businesses, startups, and existing Freshworks users looking for a communication-focused CRM.

How to Choose the Right Client Management App

The best client management app for a solo freelancer differs vastly from what an enterprise sales team needs. When evaluating key selection criteria, consider the following factors:

• The team’s budget. Free tools like HubSpot CRM can handle sophisticated needs, but paid platforms offer advanced features. Calculate your budget, including training time and integration expenses, before making a decision.
• Team size and growth. Choose a platform that scales. Nothing hurts more than outgrowing a CRM after investing months on setup and training.
• Industry requirements. Some sectors need specialized features. Consider industry needs when making a purchasing decision.
• Technical comfort level: Be honest about the team's tech skills. A powerful but complex system becomes useless if nobody uses it properly.

Best Client Management App for Small Businesses

Small businesses need an affordable client management app that's easy to implement without dedicated IT support. HubSpot CRM leads here with its generous free tier and intuitive interface. Zoho CRM offers exceptional value with industry-specific versions starting at just $18/user/month. For service businesses, ClientManager provides an all-in-one solution.

Best Client Management App for Agencies and Freelancers

Agencies and freelancers juggle multiple clients and projects simultaneously. Monday.com excels here with its visual project boards and client portal features. ClickUp lets you build a custom CRM within its project management platform, which is ideal for those who want everything integrated.

HubSpot CRM offers agencies unlimited users and contacts on its free plan, making it cost-effective for growing teams. Paid tiers in Sales Hub and Marketing Hub provide advanced client reporting and campaign management tools that agencies need to demonstrate ROI to clients.

Best Client Management App for Enterprise Teams

Large organizations need robust client management apps with advanced security, customization, and integration capabilities. HubSpot's Enterprise tier provides advanced features across Sales Hub, Marketing Hub, Service Hub, and Operations Hub. That offers enterprise teams a unified platform for managing complex customer journeys, while maintaining the user-friendly interface HubSpot is known for.

Frequently Asked Questions About Client Management Apps

What is the best app to keep track of clients?

HubSpot CRM stands out as the best app to keep track of clients for most businesses. It's completely free for up to five users, incredibly user-friendly, and scales with the business’ growth. HubSpot combines contact management, email tracking, and pipeline visualization.

What is a client management app?

A client management app refers to software that helps businesses organize and optimize all aspects of their client relationships. It's a digital command center for tracking customer data, communication history, and engagement across every touchpoint. HubSpot’s CRM is a client management app.

What is mobile client app management?

Mobile client app management (often called MAM in enterprise settings) serves two distinct purposes. For client relationship management, it means having full CRM functionality on a smartphone or tablet. In enterprise IT contexts, MAM also refers to securing and controlling business applications on mobile devices without managing the entire device.

What is client management software called?

Client management software goes by several names, with “Customer Relationship Management” (CRM) being the most common. Salespeople will also hear terms like client tracking software, contact management system, customer management platform, or client database software.

How much do client management apps cost?

Client management app pricing varies widely depending on features, user count, and business needs. HubSpot offers a free version of its CRM. Starter plans cost $15 per user monthly.

How do I choose the right client management app?

Choosing the right client management app requires evaluating specific business needs against available features. Start by identifying must-have capabilities. Then, assess available budget. Evaluate ease of use by taking advantage of free trials. Finally, consider scalability to ensure the platform can grow with the business.

Can I integrate a client management app with my existing tools?

Yes, most modern client management apps offer extensive integration capabilities to connect with existing business tools. Popular integrations include:

• Email platforms, like Gmail and Outlook.
• Accounting software, such as QuickBooks and Xero.
• Communication tools, like Slack and Microsoft Teams.
• Calendar applications.
• Project management platforms.
• And marketing automation software.

Are client management apps secure and compliant?

Reputable client management apps prioritize security and compliance. Most established platforms employ bank-level encryption (256-bit SSL) to protect data in transit and at rest, ensuring client information remains confidential. Many platforms comply with GDPR (for European clients and CCPA for California residents.

Client management is better with a CRM.

Client relationships are one of the most important aspects of a successful business, and they deserve a little more than a spreadsheet to manage them. That’s why client relationship management software is essential for small, scaling, and enterprise organizations.

HubSpot CRM helps businesses increase individual and team productivity, shorten the sales cycle, and provide a fantastic experience for customers. With unified data, businesses can grow faster.

So, take advantage of these amazing opportunities. Identify specific features you need in a CRM, pick the best one for you, and confidently take your business to the next level.

Editor's note: This post was originally published in November 2019 and has been updated for comprehensiveness.

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