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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:

PROJEKT PRO
PROJEKT PRO
 
 
 
 
 
 
Integrated overall solution for controlling, project and office organization and managemen
iManSys
iManSys
 
 
 
 
 
 
Health protection, occupational safety, quality, environmental management
AcademyMaker®
 
 
 
 
 
 
Intuitive learning management system with integrated authoring system (LCMS)
CAS Consulting
CAS Consulting
 
 
 
 
 
 
Complete CRM solution for client management, acquisition, resource planning, project manag
firstaudit by flowdit - Audit, Inspection & more
Your digital tool for compliant and efficient audit and inspection processes.
Diamant/4 Corporate Accounting
Group Accounting - Much more than just consolidation
TOPIX ERP
TOPIX ERP
 
 
 
 
 
 
A powerful ERP with integrated CRM
Microsoft Dynamics 365
Microsoft Dynamics 365
 
 
 
 
 
 
MICROSOFT DYNAMICS 365 - the next generation of CRM and ERP applications
easyjob
 
 
 
 
 
 
easyjob is the leading software in the rental sector
Quentic (The leading software for EHSQ & ESG management)
Digitize your EHSQ and ESG management with Quentic.
Show all 40 programs with Client management