2 min readClient Management Software


There was a time when the typical client management system might be a filing cabinet, rolodex or even a Filofax (remember them?).

Now, however, we all know computers can do this sort of thing so much more quickly and efficiently and with many more functions than pen and paper could ever provide.

Client management software will form a key part of any CRM (customer relationship management) system but can also operate as a stand-alone system.

The very simplest systems – and you can probably use a well-featured email programme like Outlook to some extent – will store full contact information with a history of all communications between you and the client.

Customers are the lifeblood of your business; no clients, no business. The philosophy of customer relationship management is all about putting them at the centre of everything that you do and client management software can put you on this road. Smaller businesses may be able to get by with the databases and email software that come as standard on most machines, but as you grow you may need something more powerful. You might need networked access for all your staff or a remotely stored database that can be used by staff on the road.

How scalable is Client Management Software?

As client management software becomes more complex and more expensive it will do more for you, allowing you to keep and access a more complete picture of your history with each contact. You’ll also have more choices to make, so doing some research, asking around or even asking a software company to design you a bespoke programme is all the more important.

Nowadays, it’s even possible to keep tabs on a client’s social media activity via client management software. However, as with all CRM solutions, it’s only as good as your use of it – if your staff aren’t bought into updating and making notes then you could be left with an expensive white elephant.

You may be able to use your client management software to segment your client base and even run email campaigns and report back on their success. However, as you grow your business you’ll probably want to look for more  powerful functionality including detailed email and web analytics, sales forecasting, customer service automation and the like.

Keep in mind that no piece of technology is going to turn a non-customer focused business into a model for others to follow. You need to change your thinking as well as your systems if you are to succeed with client management software or any CRM programme.