5 Essential Features of the Best Client Management System
The following are the 5 features you should look for when you want to purchase the best client management system software.
Contact & Leads Management
The most significant use of client management software is managing and saving the contact information of clients, their address in the CRM database, and capturing the leads for the business and identifying the best leads out of several number of leads, that can be converted into a potential business opportunity.
A good client management system allows users to easily integrate the software with different applications and services like emails, social media platforms for marketing, and other third-party applications that saves the users from the hassle of transferring information from one application to another and to ease the business processes.
A client management system can be used to automate repetitive tasks like scheduling appointments, payment reminders, marketing tasks like scheduling social media posts, and other repetitive salesforce tasks that can help cut down manual work by 70-80% and saves a lot of time.
Data is the most important key to any business’ growth. A good CRM collects and analyzes data and statistics collected from your websites, social platforms to give you customized analytics reports, including only the information that can help you make important business decisions and strategies.
As you know, the main purpose of client management software is to collect and store data. So with a huge collection of data in the CRM database, security is a concern. A good CRM ensures complete security of data from theft, leaks, breaches, etc with the best level of support and security measures.
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CRM Customization and Updates
CRM must be capable of providing the users with a wide variety of customization options like dashboard modifications, workflow changes, developing a web application, or providing them to pre-modified software according to their needs and regular updates must be rolled out to keep the CRM up to date with the new features.
With proper implication and Client management system software can help you in forecasting your future sales and form your CRM strategy based on analytics and reports collected by the software. You can also ascertain where your strategies are working as planned or not.
CRM Data Storage & Format
A good CRM needs to make sure the data is stored properly and must be available to the user when required. The data must be in a format that can be convenient and easy to understand for the users. A data backup service should be provided to the users for safeguarding their data.
On-premise or Cloud-based CRM system
There are two CRM platforms available for a business to choose from
- On-premise CRM – In On-premise, the user has to purchase a license and the software is installed on the company servers. Users are required to install a CRM web application and this software can be expensive for small business owners.
- Cloud-based CRM system – It is a subscription-based service where the data is stored on the cloud, hosted by third-party servers. Cloud-based software is the most pocket-friendly software for small business owners.
If you want a client management system with all the above-stated features. Do check out the best Inji Software, it a completely cloud-based software with no installation or setup cost requirement at just $9/month.