Client management is something of a catch-all term used to describe any tool, strategy, or practice designed with the intent to better handle client information. Additionally, client management is often used interchangeably with the term customer relationship management (CRM).
A client management system is a set of technologies designed around overseeing all of your company’s interactions with potential and existing customer — the end goal of which is to improve the business relationship.
Incorporating a number of advanced tools, a good client system can help you optimize processes, increase profitability, and connect directly with customers in a way that feels natural and personal. Often, these systems are designed to combine the functionalities of a contact management system and a project management system, bringing together sales, marketing, and customer service teams with a single, real-time view of all the relevant information. The best client management software is entirely cloud-based, meaning that authorized users can access customer data at any time, from anywhere, over essentially any internet-enabled device.
From finding new customers to coordinating in-house manager efforts, client management improves productivity and provides support (for both the client and the user) throughout the entire customer lifecycle.
That said, even the best client management system falls flat when it’s not correctly supported. To get the most out of client management, you need effective client management strategies.