Client Management System – Contact Management Software

The client management tracking system is the most underrated tool in the small business owner’s toolbox today. And believe it or not, many small businesses STILL have not adopted a system to help with contact management.

What is Client Management software?

Client management software goes by many different names: Contact Database, Contact Management Systems, Customer Relationship Manager (CRM), online database and more.   

Regardless of what you call it, it’s a system to help you manage and keep track of your customers.

How is Client Management Software Used?

The first job of client management software is to get you organized. Having all of your customers: past, present and future, in one place is a “must have” for anyone serious about their business. Surprisingly though, many small business owners stop right there. They use their powerful database as a glorified rolodex. That might sound crazy, but these businesses are still light years ahead of those without a system. 

Too often the small business owner glosses over the need to put all contacts in a single place. In many cases he or she has had a bad experience with a previous client-based management software tool and is afraid to jump into another one.

Once you have your clients organized in your client management tool, the next step is to use the system to manage your clients. You’ll want the system to help you find new leads, remind you about important client to-do’s, and follow up with your past customers.

There are some systems, like AllClients that take things a step further and have marketing automation functions built into the CRM. These functions allow you to build workflows and campaigns. For example, when a new lead comes in, a workflow can be automatically triggered in AllClients, to sequentially fire off emails, text messages, notifications, tasks and more. 

How to choose a Customer Relationship Management System

There are more than a few CRM’s out there – some are good, some not so good, and some are just a waste of time.  

Never focus on how many features a system has. More is not necessarily better. The typical CRM company tries to be everything to everyone and they’ll cram as many software features into their product as possible. This will make them look good on a feature for feature comparison chart against the competition, but the actual business owner who has to use the CRM product almost always suffers as a result.

Bloated software is slow, complex and confusing

How the AllClients client management software is different

At AllClients we believe a Client Management System should be simple and straightforward. After all, a good CRM software system should make your job easier and give you more time to spend with your clients and less time you spend with your computer. 

We think you should only be in your contact management software system a few minutes a day, and only when YOU need to add or retrieve some information. The rest of the time your client management software system should be doing the heavy lifting for you: reminding you about important events, following up with your clients through automatic marketing systems, and attracting new leads with great lead capture pages. In AllClients, all this is happening without you having to be in the CRM system at all.

With the AllClients client management software, you will get basic contact management features like keeping client records, managing to-do’s, notes and calendar events, and then more advanced functionality like easy-to-make landing pages, autoresponders for email drip campaigns and automated workflows that do all the heavy lifting for you.

Since 2004, AllClients has been, and will continue to be, the leader in providing small (and very small businesses) the most important tool in their tool chest. 

AllClients is the easiest to use contact management system, with a price tag that is easy to handle as well.

Try AllClients Today