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Top 5 Client Management Software

Best Client Management Software - ScienceSoft

Since 2008, ScienceSoft has been rendering CRM services to help organizations select and implement optimal client management software.

Client Management Software: the Essence

Software for client management facilitates building and preserving long-term client relationships. It is also used to increase customer retention with regular personalized interactions and ample multichannel support during the customer journey.

Client Management Software Key Features

Customer engagement

  • Customer segmentation deeper service personalization.
  • Proactive messaging for informing customers about service/product updates or possible issues.
  • Tools for creating and running loyalty campaigns.
  • Tools for creating and running email marketing campaigns.
  • History of customer interactions.
  • Automated customer surveys.

Selling to existing customers

  • Client tracking (activity history, customer communications)
  • Sales workflow automation (tasks for sales reps creation, fields with client data updating, etc.)
  • AI-guided automated recommendations for sales reps on upselling and cross-selling opportunities.
  • Deal management (key info about deals, deals prioritization, etc.)

Customer service automation

  • Multichannel communication (phone, web, email, messaging, social media, etc.)
  • Automated customer data updating after interactions.
  • Case lifecycle management (from assignment to resolution).
  • Knowledge base with articles for agents and customers.
  • Service level management.
  • Self-service portal for clients.
  • Chatbot assistance.

Analytics and reporting

  • Multichannel customer data collection, processing, and updating after each next interaction.
  • AI-powered real-time and predictive analytics (e.g., upselling and cross-selling opportunity assessment).
  • Customizable reports and dashboards.
  • CSAT scoring.
  • Customer sentiment analysis.
  • KPIs analysis of marketing, sales, and customer service teams.

Security and compliance

  • Compliance with local, regional, and industry-specific regulations (GDPR, HIPAA, etc.)
  • Authentication rules (e.g., access only by job roles).

Top 5 Client Management Systems

Below, we list 5 best client management software and describe the most beneficial features in their marketing, sales, and customer service modules.

Microsoft Dynamics 365

Best for: highly personalized client management


Leader in Gartner’s 2021 Magic Quadrant for the CRM Customer Engagement Center.


  • Granular client segmentation.
  • Templates, reusable content blocks, and design tools for email marketing.
  • Event management (event planning and budgeting, promotion, attendee registration, event analytics).


  • Sales playbooks (predefined sales paths).
  • Repeat sales orders (create repeat orders directly from quotes).
  • AI-driven and recommendations of related products for upselling and cross-selling.

Customer service:

  • AI-driven recommendations for service agents.
  • Automated skill-based case routing.
  • Virtual Agent to help clients with common issues without human involvement.


Free 30-day trial. Pricing for the first Dynamics 365 module:

  • Marketing: $1,500/tenant/mo for 10,000 contacts.
  • Sales: $65 $95/user/mo.
  • Customer Service: $50 – $95/user/mo.
  • Customer Insights: $1,500/tenant/mo for 100,000 customer profiles.
  • Customer Voice add-on: $100/2,000 survey responses/tenant/mo.
  • Virtual Agent for Customer Service: $1,100/tenant/mo.


Best for: AI-driven client management


Leader in The Forrester Wave™ Customer Analytics Technologies, Q3 2020.


  • Audience Studio (automated collection, unifying, and updating after each interaction of client data and insights for smarter customer engagement).
  • Mobile Studio (to reach customers with SMS, push notifications, and chat messaging).


  • Einstein AI for sales forecasting and recommendations for upselling and cross-selling.
  • A complete view of all client interactions due to Salesforce integration to Outlook or Gmail.

Customer service:

  • Service Cloud Voice for voice services (native integration with Amazon Connect).
  • Visual Remote Assistant (to provide customer service over a video chat).


Free 30-day trial. Pricing depends on chosen modules and license:

  • Marketing cloud: $400 – $3,750/organization/mo.
  • Sales cloud: $25 – $300/user/mo.
  • Service cloud: $25 $300/user/mo.
  • Service Cloud Voice: $75/750 minutes/user/mo.


Best for: complex B2B and B2B2C sales


Leader in Gartner’s 2020 Magic Quadrant for CRM Customer Engagement Center.


  • Pega Value Finder identifies underserved customers and offers ways to improve engagement (e.g., with more relevant offers).
  • Adaptive Decision Manager helps predict customer behavior based on previous interactions and map the possible outcomes.


  • Repeat sales forecasting (AI-based predictions for each territory).
  • Partner relationship management.
  • AI sales coach (personalized sales rep coaching and tracking progress against plans).

Customer service:

  • AI-guided customer interactions to resolve issues faster.
  • Contextual self-service for customers.
  • Integrated CTI.


Free 30-day trial. Pricing depends on chosen modules and edition:

  • Customer Decision Hub (for marketing): prices are not available publically, get it by direct request to Pega.
  • Sales Automation: $140 $250/user/mo.
  • Customer Service: $97 – $1,451/user/mo.
  • Customer Engagement Edition: $260/user/mo.

Oracle Customer Experience (CX)

Best for: B2B and complex B2C sales


Oracle is a leader in The Forrester Wave™: Email Marketing Service Providers, Q2 2020.


  • Rewards management.
  • Tools for building and customizing client loyalty programs.
  • AI-driven analysis of the client engagement level.


  • AI-powered up-selling and cross-selling.
  • Quota and territory management.
  • Pricing management (price books, discretionary discounting, seasonality, etc.).

Customer service:

  • Language management to provide customer service in the language of customers’ choice.
  • Customer feedback on customer support gathering and management.
  • Oracle Digital Assistant.


Get prices by direct request to Oracle.


Best for: large enterprises


Leader in Gartner’s 2020 Magic Quadrant for Sales Force Automation.


  • Machine learning to analyze customer behavior and preferences based on previous interactions.
  • Automated creating and sending of outbound emails (targeted email recipient lists, scheduled email sending, etc.).


  • Customer Identity and Access Management to secure communications.
  • Territory, quota, and incentive compensation management.

Customer service:

  • Predictive customer support.
  • End-to-end field service management.


Get prices by direct request to SAP.

Implementation of Client Management Software

Client management software consulting

  • Defining an optimal feature set for client management software.
  • Recommending the most suitable client management platform.
  • Suggesting necessary customizations and integrations.
  • Drawing up the implementation plan.
  • Estimating the implementation cost and time.
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Client management software implementation

  • Analyzing your client management processes and needs.
  • Selecting a fitting platform-based client management option
  • Customer management software configuration and customization, OR
  • Custom development of a client management solution.
  • Integration with other systems (e.g., ERP).
  • User training and after-launch support.
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About ScienceSoft

ScienceSoft is a US-headquartered global IT consulting and IT service company with a 34-year history and a team of 750+ IT professionals on board. We help our customers implement client management software and offer a full cycle of CRM services, from consulting to post-launch support.