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Client management

Client management

What is meant by Client management?

Client management refers to the management of clients or customers in an enterprise software or service-oriented business. It involves organizing and maintaining information about individual clients to ensure effective care and management. Typically, client management involves storing and maintaining data such as contact information, contract details, historical transactions, and individual client preferences.

Typical features of software in the area of client management include:

  1. Contact Management: Managing contact details, including the name, address, phone number, and email address of clients.
  2. Contract Management: Capturing and managing contracts, agreements, and service-level agreements with clients.
  3. Historical Data: Storing and retrieving historical transactions, interactions, and communications with clients.
  4. Categorization: Categorizing clients based on various criteria such as industry, location, or revenue.
  5. Custom Fields: Adding custom fields and attributes to capture specific information about clients.
  6. Notifications and Reminders: Automated notifications and reminders for important events such as contract renewals or payment due dates.
  7. Security and Access Control: Ensuring data privacy and access control to ensure that client data remains secure and confidential.

 

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The function / module Client management belongs to:

CRM

Software solutions with function or module Client management:

ClubDesk
ClubDesk
 
 
 
 
 
 
With the ClubDesk online club software, you can guide your club well into the future.
Quentic (The leading software for EHSQ & ESG management)
Digitize your EHSQ and ESG management with Quentic.
Findentity Office - DMS and CRM
Modular, expandable software for document, customer, task and dictation management
PSA-Audit
PSA-Audit
 
 
 
 
 
 
Increase security in your company.
TOPIX CRM
TOPIX CRM
 
 
 
 
 
 
The CRM for successful selling
sycat eLU
sycat eLU
 
 
 
 
 
 
The all-in-one eLearning solution for companies
Asset.Desk
Asset.Desk
 
 
 
 
 
 
Inventory, asset and lifecycle management, licence and contract management and much more.
AcademyManager®
 
 
 
 
 
 
The all-in-one system for professional education management
PROJEKT PRO
PROJEKT PRO
 
 
 
 
 
 
Integrated overall solution for controlling, project and office organization and managemen
SmartWe
SmartWe
 
 
 
 
 
 
Cloud-based customer relationship management / CRM
Show all 40 programs with Client management