SoftGuide > Functions / Modules Designation > Client management
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:

firstaudit by flowdit - Audit, Inspection & more
Your digital tool for compliant and efficient audit and inspection processes.
HEINZELMANN Service.Desk
Helpdesk-Software / IT-Service-Management-Software
Asset.Desk
Asset.Desk
 
 
 
 
 
 
Inventory, asset and lifecycle management, licence and contract management and much more.
TOPIX Financial Accounting
Powerful accounting software for SMEs
unitop NPO
unitop NPO
 
 
 
 
 
 
Software for associations, fundraising organizations and academies
HelpMatics™
HelpMatics™
 
 
 
 
 
 
Efficient IT service management system - either on premise or online
SmartWe
SmartWe
 
 
 
 
 
 
Cloud-based customer relationship management / CRM
ClubDesk
ClubDesk
 
 
 
 
 
 
With the ClubDesk online club software, you can guide your club well into the future.
SALES ASSISTANT (MR.KNOW)
Your digital sales representative and consultant
TOPIX CRM
TOPIX CRM
 
 
 
 
 
 
The CRM for successful selling
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