Why you need a client management software

The goal of every business is to expand and win more clients. While you need new customers, existing clients are the greatest asset of any company. They already know you, trust you, are in business with you, and contribute to your revenue. In fact, Gartner estimates that 80% of a company’s future revenue will come from 20% of its existing customers. This makes every client an integral part of your company, and it is crucial to understand, nurture, and build a good relationship with them to gain their loyalty. 

Knowing how to nurture that relationship requires in-depth knowledge about their requirements and every interaction they’ve had with your business. But this information is spread across tools—spreadsheets, phone, email, notes, calendars, etc. 

As you get more customers, organizing and managing reliable information and having instant access to it becomes a struggle.

You’d require a tool that can show the complete details about clients with context, communication history, and keep you updated about appointments, notes, and insights. And that’s what a client management software does.

Benefits of using a client management system

Organized Information

With your client information organized in a straightforward manner, you can easily keep track and access everything you need to be more efficient.

Better collaboration

The tool acts as a single source of truth for every member of the sales team. No information gaps, no going back and forth. The customer always hears a consistent voice from you.

Higher revenue

With a well-rounded view of your customers at all times, you can cross-sell and up-sell at the right moments, with higher success rates.

Freshsales for client management

Freshsales, by Freshworks, is an intuitive customer management tool that simplifies your client management needs by organizing all their information in one space. It is not limited to phone numbers, email addresses, and social media profiles. You get the entire conversation history, deal information, and more with just a scroll.

What you can do with Freshsales

Know your customers inside out

Gain information about your customers quickly with Freshsales client tracking software. It gives you a 360-degree view of every client by

  • Piecing together all the information you have about the client in a single screen
  • Automatically enriching the details of your clients and their business profiles with their social media information. Your sales team does not have to spend time doing the research and entering data manually.
  • Laying down a complete activity timeline of your clients’ visits to your business website.

Manage your interactions

Have contextual conversations with your clients by understanding their interaction with your business. Freshsales organizes all these interactions alongside their basic information. The customer management software pulls together

  • Entire conversation history with the clients through phone, email, chat, SMS, etc
  • Notes and insights that are taken by the sales team during meetings with the client
  • Upcoming tasks and appointments related to the customer
  • All the files that are shared with the clients through email

Communicate with just one tool

Freshsales centralizes all your touchpoints in a single window so you don’t have to jump across tools to close deals. It brings together the three most used communication channels—phone, email, and chat. You can

  • Make calls from within the system and automatically record and log calls. You can also manually log calls that are dialed from outside the software
  • Send and receive emails within Freshsales and get real-time alerts when your contacts open or click on a link on your email
  • Use our chat integration and quickly engage with your website visitors when they are interested and reduce the bounce-off rate
Customization Form

Reduce manual data entry

Besides the fact that you can manage up-to-date records of your clients without breaking a sweat, you can also do away with the manual data entry. Freshsales customer management tool lets you

  • Import and export customer and business details from spreadsheets
  • Migrate data from other client management systems effortlessly
  • Automatically capture and save clients’ information who get in touch with you via email, chat, and web forms

Tailor for your needs

Take your customer management system one step further by customizing it for your needs. With Freshsales, you can  

  • Create data fields and drag-and-drop them to structure the form so it fits your unique business needs
  • Mark fields as “Required.” and you gather all the client information that is important to your business
  • Create custom filters that fetch client details by last contacted time, activity type, and more. Save these filters to access them any time and also share with your team
  • Sort clients easily using custom tags that uniquely identify them
Customization Form

Automate your follow-ups

Personalize your outbound campaigns and start meaningful conversations with your customers using sales sequences in Freshsales. Sales sequences let you

  • Send emails and schedule follow-up emails based on activity or time-based triggers
  • Track how your emails are performing and create the perfect outreach for your audience
  • Select from a list of email templates, set up email delivery timelines, and create a killer first impression.

More than just a client management system

Freshsales goes beyond just a web-based customer management software and empowers you to

  • Manage deals by associating every contact with their corresponding deals and keeping all the information in one place
  • Generate reports that give insights into sales trends and your sales teams’ performances so you can structure your sales strategy
  • Automate mundane tasks like sending out welcome and thank you emails, scheduling recurrent appointments and tasks, generating invoices, and more

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