CRM & Client Management
CRM & Client Management
A CRM tracks every interaction with every lead and client. It answers the questions that kill deals: Who did I promise to follow up with? Where is this proposal? When did I last speak to this client?
Without a CRM, that information lives in your head and inbox. Things fall through the cracks. Deals get lost. Clients feel forgotten.
What to Look for
Contact and deal tracking. Every client and lead gets a record with contact info, interaction history, and deal status.
Pipeline view. Visual board showing every deal and its stage. Makes it impossible to forget where each opportunity stands.
Email integration. Automatically log emails to contact records for complete history without manual entry.
Tasks and reminders. Set a follow-up task on any contact. Never let a promising lead go cold.
HubSpot CRM
Powerful CRM that is genuinely free forever
- Unlimited contacts and deals
- Email tracking
- Pipeline management
- Meeting scheduling tool
Pipedrive
Sales-focused CRM for small business teams
- Visual pipeline management
- Activity-based selling
- Email sync and tracking
- Starting at $14/user/month
Keap
CRM plus marketing automation for service businesses
- CRM and pipeline management
- Email and SMS automation
- Invoicing and payments
- Starting at $249/month
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