Top 7 Client Management Tools to Watch in 2025: The Ultimate Ranked Guide

When it comes to client management tools, my top choices are Monday.com and Pipedrive.

Client management software enables businesses to keep track of leads and customer details, ensuring that all team members can access vital information easily. These tools often support marketing content creation and help engage prospects via appropriate communication channels. Many CRM platforms incorporate client management features because their functionalities tend to overlap.

When used effectively, client management systems can deliver an impressive ROI of 45 percent on every dollar spent. In this article, I will explore some of the top client management tools available today, including their features and pricing plans. Let’s examine my curated list of the best options on the market.

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Below are my top picks for the best client management platforms currently available.

Monday.com is a versatile CRM software designed to help organizations across various industries streamline workflows and monitor overall sales performance and team productivity. It offers three main templates—sales CRM, partner management, and a customizable option tailored to specific industry needs—which serve as comprehensive tools to organize leads, manage client relationships, and handle sales activities.

In addition to lead tracking, the platform enables users to create web forms that directly feed submissions into a dedicated Monday.com board. This automation captures contact details and schedules meetings related to individual clients seamlessly. The sales template employs the Kanban methodology to visualize prospects’ progress and includes deadline management features to enhance task organization.

With its variety of templates and robust task management capabilities, Monday.com supports the entire sales journey—from initial lead capture to follow-up. It automatically builds a centralized database that makes client information easily accessible.

Key features include:

Users can begin with a free plan supporting two users and basic functionalities such as task management. For larger teams or additional features, paid plans are available with per-seat pricing:

– Basic Plan at $8 per user/month, billed annually, offering five GB storage, one board per dashboard, and customizable notifications.

– Standard Plan at $10 per user/month, billed annually, with 20 GB storage, five boards per dashboard, and Zoom integration.

– Pro Plan at $16 per user/month, billed annually, including 100 GB storage, up to 20 boards per dashboard, and time tracking features.

– Enterprise Plan, which provides up to 1,000 GB of storage, designed for larger organizations with advanced needs.

Begin your journey with Monday.com.

Pipedrive is a customer relationship management tool that comes with an AI assistant named “Zia,” which helps manage the entire sales process. It also offers features like a chatbox, web forms, and workflow automation to simplify repetitive tasks. The platform has an intuitive interface that allows users to set up quickly. The AI-powered sales support offers personalized suggestions for automating tasks, enabling team members to work more efficiently. It also helps identify potential risks by analyzing past performance, highlighting areas for improvement, and automatically suggesting automation for certain actions based on algorithms. Pipedrive is designed to optimize sales activities, giving users the ability to monitor their sales pipeline continuously and prioritize tasks. Users can customize stages in the sales pipeline, add deals, and drag them towards “won” to mark completed sales.

The AI-powered sales assistant provides real-time updates on the status of your sales pipeline, supporting your team to convert leads effectively. Its advanced analytics and automation recommendations improve time management, allowing users to focus on essential activities.

Here are some key features of this client management platform:

Depending on your needs, you can pick from four subscription plans with per-user pricing, all backed by 24/7 support via chat and email. The plans include a 14-day free trial with full features for all but the Enterprise Plan.

– The Essential Plan costs $19.90/month with annual billing and provides basic pipeline organization and follow-up tools.

– The Advanced Plan is $29/month (billed annually) and adds automation and task tracking features.

– The Professional Plan is priced at $59/month with annual billing, focusing on collaboration and communication tools.

– The Enterprise Plan, starting at $99/month (billed annually), requires a minimum of ten users and includes customized onboarding services.

Additionally, users can add optional tools like LeadBooster at $32.50 per month per company (billed annually), which offers lead generation through four different integrations. The Web Visitors add-on provides engagement analytics for $41 per month per company, billed annually.

Start today with Pipedrive.

Freshworks CRM (formerly known as Freshsales) helps manage your sales pipeline by combining insights driven by artificial intelligence, lead generation features, and integrated phone and email tools.

This all-in-one platform offers a comprehensive view, allowing users to monitor every interaction with leads, such as social media profiles and website visits. It automatically logs contact details, removing the need for manual data entry and ensuring your information is always up-to-date. The lead scoring system enables prioritization, helping sales teams focus on the most promising prospects based on relevant data.

Teams can organize their sales activities geographically by assigning territories, making management more efficient. The platform provides real-time insights with advanced revenue tracking, detailed sales reports, and customizable dashboards. Its pipeline management features include deal status tracking and visual representations of lead progression, accessible from mobile apps around the clock, facilitating remote monitoring.

Additional tools like website visitor tracking, task timeline management, and leads segmentation based on behavior contribute to enhancing conversion success. The system also enriches lead profiles automatically by gathering social media profiles and images, building a richer contact database. Users can purchase multiple local or toll-free phone numbers within the platform and assign them to team members, further boosting outreach and communication. The built-in email syncing and tracking tools strengthen marketing automation efforts, making it easier to follow up and nurture leads effectively.

The benefits of using Freshworks CRM include seamless data migration from other CRMs, prioritized follow-ups, integrated calling and email functions, two-way email syncing, and mobile applications for Android and iOS devices. These features streamline sales processes and improve overall productivity.

Freshworks CRM offers three paid plans based on user needs and a free version. The growth plan costs $18 per month, billed annually, and includes automated tasks. The pro plan is priced at $47 per month and provides support for managing multiple sales teams. The enterprise plan, at $83 per month, offers advanced controls and features tailored for larger organizations. To get started, visit the provided link to explore the options.

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4. HubSpot CRM

Ideal for Integrating Platforms

Hubspot CRM offers a broad range of tools that are easily applied across marketing, sales, and customer service teams. It provides an all-in-one platform capable of competing with high-end CRMs, making it a versatile choice.

One of its key strengths is a user-friendly interface, which is especially beneficial for users of the free version who may not have immediate access to technical support. Although the free tier lacks direct customer assistance, comprehensive online resources serve as an effective alternative.

Hubspot’s marketing features enable users to create landing pages, web forms, and content for email campaigns and social media automation. The platform simplifies scheduling and organizing marketing content with drag-and-drop tools. Its integrated suite helps streamline project management and marketing efforts simultaneously.

Moreover, Hubspot seamlessly integrates with popular platforms like Gmail, Microsoft Office 365, and G-Suite, allowing teams to access all client information from one place. Dedicated email templates facilitate easy creation and scheduling of email marketing campaigns, making outreach more efficient.Regarding the team size, it is capable of storing up to 100,000 contacts even in its free version, without any expiration or time restrictions. If you need more features, you can always upgrade to one of the paid plans.

HubSpot provides a robust free version that’s especially suitable for small businesses or teams. It includes tools like invoice templates, SEO suggestions, and digital signature generators that automate many processes. Additionally, integration tools help make client data and contact management more efficient. Some other notable features include dedicated hubs for marketing, sales, and customer service, content templates with tracking, the ability to save up to one million contacts, lead tracking systems, and live chat options for clients.

If you’re interested in advanced CRM capabilities, the paid plans are designed to offer enhanced functionalities. The pricing varies depending on the plan and the specific module, such as marketing, sales, operations, or content management. The options include:

– Starter Plan starting at $45 per month, billed at $540 annually, supporting up to 1,000 contacts, with features like landing page creation and live chat.

– Professional Plan beginning at $800 per month, costing $9,600 annually, and includes multi-language content, personalized engagement, account-based marketing (ABM) tools, and task automation.

– Enterprise Plan from $3,200 per month, or $38,400 yearly, supporting at least 10,000 contacts, with team hierarchy settings and lead prediction capabilities.

You can start exploring HubSpot CRM by visiting their website.

Zoho CRM is ideal for small to medium-sized businesses. It offers a comprehensive system that handles sales forecasting, management, automation, and multi-channel client communication. It helps centralize all customer data and efficiently generates new leads. The platform supports multiple communication channels like phone, web forms, email, live chat, and social media. This versatility allows teams to evaluate which channels and times are most effective for contacting leads.

Another significant feature is its ability to integrate with various business applications, including MailChimp, WhatsApp, Facebook, and Dropbox, facilitating preferred client communication. The platform is user-friendly, especially for first-time users, and includes step-by-step guides to assist with installation, reducing the need for technical support.

Zoho CRM also offers numerous free extensions that can be added without coding to enhance sales and productivity. Its key features include real-time customer engagement notifications, communication efficiency measurement, task automation, workflow management, and contact management. The pricing details are available on their website, providing flexibility for different business needs.

Start with a free, flexible trial and choose from four different subscription plans. Customers can cancel or switch plans at any time without hassle.

1. Standard Plan at $14/month per user

• Annual billing cycle
• Custom dashboards for personalized data views
• Multiple sales pipelines to manage different sales channels

2. Professional Plan at $23/month per user

• Annual billing
• Validation rules to ensure data accuracy
• Inventory management features

3. Enterprise Plan at $40/month per user

• Annual billing
• AI assistant for smarter insights
• Command Center for centralized control

4. Ultimate Plan at $52/month per user

• Annual billing
• Advanced AI analytics for deeper data analysis
• 30-day free trial to test features

Get started with Zoho.

6. Keap

Best For Lead Follow-Up

Keap is a customer relationship management (CRM) platform that merges marketing and sales efforts to help attract more leads and convert them into clients. It offers numerous features aimed at automating tasks involved in tracking sales activities, making the process smoother. Including tools such as email marketing, appointment scheduling, invoicing, quotes, and payment integrations, users can choose from ready-made email templates for automated outreach. The software gathers essential client information and maintains a centralized database for easy access, automatically updating data and sending follow-up reminders to boost sales. Its calling and messaging services minimize communication efforts, allowing businesses to engage with clients more efficiently. Additionally, Keap allows the integration of custom forms into website landing pages, automating follow-up actions and storing crucial client details like social media profiles and business addresses.

Features:

Keap provides a suite of tools for quick client follow-up, response management, and conversion tracking. It centralizes client data, enabling effective and streamlined interactions. Key features include maintaining payment and communication histories, email marketing capabilities, automated follow-up notifications, pre-written email templates, and form integration for lead capture.

Pricing:

Pricing depends on your total number of contacts, with plans designed for different business sizes. For 500 contacts, prices range from 79 to 199 dollars per month. For larger contact lists, contact Keap sales directly for customized options.

1. Lite Plan at $79 per month

• Single user
• Task automation
• Email marketing tools

2. Pro Plan at $159 per month

• Single user
• Automated marketing campaigns
• Additional users at $30 each

3. Max Plan at $199 per month

• Single user
• Secure payment systems
• Enhanced sales pipelines

7. Insightly

Best For Marketing Automation

Insightly is a customer relationship management (CRM) platform that enhances marketing automation by integrating seamlessly with Gmail, G-Suite, and Outlook. It is well-suited for medium-sized companies, providing a variety of tools for managing sales and marketing projects effectively.

Its bulk email feature allows users to craft and distribute messages to their contact lists, and it enables the creation of custom applications tailored to specific needs. The platform also supports integration with other software tools to monitor marketing efforts, giving users a comprehensive view of their campaigns. The dashboard, reporting functionalities, and automation of tasks allow teams to focus more on converting leads into customers. The mobile version of Insightly also includes features like business card scanning and voice notes, making it easier for managers to gather real-time updates from the field.

Based on interactions with ongoing marketing initiatives, Insightly automatically routes new leads to the most appropriate sales representative, saving critical response time. This automation helps streamline customer management processes and improves overall efficiency.

Features:

The combination of communication tools and automation capabilities simplifies complex customer relationship tasks. When paired with tracking applications, this CRM offers valuable real-time insights into client interactions, making it easier to nurture relationships. Some key features include centralized record storage, straightforward setup, tools to help teams understand organizational structures, automatic lead assignment, and integrated email marketing capabilities.

Pricing:

For basic project management, new users can start with a free plan designed for up to two users with essential features. There are also three paid plans offering advanced capabilities:

– Plus Plan at $29 per user monthly, billed annually, which includes project delivery tools and team collaboration.

– Professional Plan at $49 per user monthly, billed annually, offering lead management and voice integration.

– Enterprise Plan at $99 per user monthly, billed annually, focused on automating processes.

What Is Client Management Software?

Client management software, or CRM, is an application that helps businesses build and maintain strong relationships with individual clients effortlessly. It serves as a centralized resource allowing teams to access vital client details quickly. Such platforms often include additional tools that support overall project execution, communication with clients, automating routine tasks, and tracking different stages of the sales and purchasing process.

Wrap Up.

If you’re aiming to boost sales and foster lasting client relationships, consider choosing from the options below:

• Monday CRM: Best for overall CRM needs
• Pipedrive: Best for sales support
• Freshworks CRM: Best for client communication
• Hubspot CRM: Best for integration with other platforms
• Zoho CRM: Ideal for small to mid-sized businesses
• Keap: Excellent for follow-up automation
• Insightly: Focused on marketing automation

I hope this guide helps you select the best client management software for your company. Looking for more insights? Check out other posts on this blog:

• Want to enhance your marketing efforts? Explore my top picks for marketing automation tools.
• Looking to expand your marketing channels beyond email? See my list of the best SMS marketing software.
• Having trouble managing your contacts? Check out the top contact management platforms.