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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:

:becosoft-Immo - Professional Real Estate Management
Rent contract administration and real estate management for retailers
Sta*Ware Business Navigator®
Project-oriented business software in one package - ERP-CRM-HRM-PMS-DMS-ECM-BA-BPM-QM
Findentity
Findentity
 
 
 
 
 
 
Modular, expandable software for document, customer, task and dictation management
iManSys
iManSys
 
 
 
 
 
 
Health protection, occupational safety, quality, environmental management
DOCUframe
DOCUframe
 
 
 
 
 
 
Document management, CRM, archiving, communication, workflow
CAS netWorks
CAS netWorks
 
 
 
 
 
 
Strong CRM for clubs & associations
HEINZELMANN Service.Desk
Helpdesk-Software / IT-Service-Management-Software
Scopevisio
Scopevisio
 
 
 
 
 
 
Cloud enterprise software for the mid-market companies
AcademyMaker®
 
 
 
 
 
 
Intuitive learning management system with integrated authoring system (LCMS)
eTermin
eTermin
 
 
 
 
 
 
Appointment calendar & scheduler for gym, doctor's office, restaurant or consultation
Show all 40 programs with Client management