What to look for in a client management software

The most robust client management softwares have several features that make it easy sales teams to organize prospect and customer interactions and information, and manage these relationships for maximum results. These features may include:

  • Automations to save time and limit repetitive work so you can focus on what matters
  • Integrations that keep all of your tools in one place for a powerful management tool
  • Views that let you visualize data and the sales process in different ways
  • Dashboards to simplify client-base decision-making using real-time insights
  • monday.com has all the capabilities of a CRM for recruiting, plus even more.

    Our fully customizable, user-friendly platform lets you handle all your work in one place. Start creating your CRM system from ready-made templates or easily tailor any recruitment pipeline, workflow, and process to drive real business impact—all on monday.com. Here's what you'll get on monday.com:
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    Total flexibility

    Customize your client management software to work for you, without needing help from developers. Edit columns to reflect products or services offered, record of payments, details of important events, and more. Edit deal stages and manage as many sales pipelines as you want.
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    Intuitive interface

    Our drag and drop functionality and visual boards make it easy to create workflows, see where deals stand, and get things done. See all of the details you need to close deals on one board Build your CRM with one of our pre-made templates or easily start from scratch.
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    Robust automations

    Focus on engaging and retaining customers instead of repetitive processes that slow you down. Use our automatic reminders to automatically assign leads to reps, get notified when leads open emails, move deals between stages, notify managers and more.
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    Multiple views

    Visualize tasks, updates, projects, pipelines, and other data however you want. monday.com offers views such as: Calendar, Gantt chart, Kanban board, Timeline, Chart, Map and more. For instance, use the Timeline view to see how long it takes for a rep to close a deal from start to finish.
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    Dashboards

    Display all your important information in one place with custom dashboards. Increase visibility into deal progress, sales figures, and team performance. Run reports from a high-level view of your sales funnel down to tiny details. Use to the Chart Widget to show the number of leads in each stage and commission earned per sales rep.
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    Integrations

    With integrations, you can manage your entire sales pipelin without needing to switch tabs. Set up your integrations in just a few clicks. Choose from Slack, Google Calendar, Zoom, Zapier, Gmail, and more. Once you set up your integrations, create custom automation recipes in seconds to streamline your pipeline.

    Frequently asked questions

    Client management software tracks relationships between individual customers and the business. Sales teams often use the data in the software to foster and maintain customer relationships so that they become loyal clients.
    Client management describes a business's activities when maintaining and coordinating interactions with clients and potential clients.
    You can track client communication on a client management software. Here are a few ways a platform like monday.com can help you maintain customer relationships:

    • Use columns to organize interactions, dates, files, and other important information
    • Set automations to receive reminders when prospects reach out
    • Integrate with your favorite tools—such as an invoicing app for instance—to create a record of communication.
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    What is client management software?
    Client management software tracks relationships between individual customers and the business. Sales teams often use the data in the software to foster and maintain customer relationships so that they become loyal clients.
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    What is the client management process?
    How do you track client communication?

    Create a powerful client management system

    monday.com helps over 152K customers work without limits. Create a customized client management software and easily track and maintain client relationships.