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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
Findentity
Findentity
 
 
 
 
 
 
Modular, expandable software for document, customer, task and dictation management
audius:Finance for financial service providers
Industry solution for financial service providers
eTermin
eTermin
 
 
 
 
 
 
Appointment calendar & scheduler for gym, doctor's office, restaurant or consultation
TOPIX ERP
TOPIX ERP
 
 
 
 
 
 
A powerful ERP with integrated CRM
TOPIX Financial Accounting
Powerful accounting software for SMEs
VEDA HR
VEDA HR
 
 
 
 
 
 
Standard business software
AcademyMaker®
 
 
 
 
 
 
Intuitive learning management system with integrated authoring system (LCMS)
SALES ASSISTANT (MR.KNOW)
Your digital sales representative and consultant
PSA-Audit
PSA-Audit
 
 
 
 
 
 
Increase security in your company.
Show all 36 programs with Client management