Why do you need a client management software
Whether you are a small business or an enterprise, your goal 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.