Client management software
Client management software for small business
Client management software keeps every client, conversation and commitment in one record, so anybody on the team can pick up where a colleague left off. In ExecCortex it is the Customer Relationship Management app, with a Customer 360 page for each client company.
What client management software is
Client management software is where a service business keeps its clients: the people, the companies they work for, every call and meeting, what was promised and what is still open. Without it, that knowledge lives in inboxes and in the heads of whoever spoke to the client last.
In ExecCortex the client record lives in the Customer Relationship Management app. A client is a contact, the person you have an ongoing relationship with, attached to an account, the company itself. Customer 360 then puts one company on a single page: the whole timeline, plus delivery, money and support panels.
It suits consultancies, agencies, accountants, contractors and any small business that sells to the same clients again and again and needs the whole team to see the same history.
One client record, everything attached
Contacts
Name, emails, phones, job title, department, seniority, lifecycle stage, owner, timezone, address, tags and your own custom fields.
Companies
The account list, with account types, parent and subsidiary structure, enrichment you approve field by field, and merging.
Relationships
Reports to, manager of, colleague, assistant, influencer and decision maker, so you know who to call when your champion goes quiet.
Activities and Follow ups
Tasks that hang off a contact, a company or a deal, with reminders that fire on their own.
Calls, meetings and booking
Calls are logged with notes and a disposition. Meetings, Calendar, Appointments and Booking Pages cover scheduled time.
Documents and tickets
Documents and e-Sign for agreements, and Support Tickets for what the client raises after the sale.
Client management software that respects the client
Every contact has a status. Active is normal. Inactive keeps a dormant client out of your working views. Do not contact is a hard block: direct email, campaign sends, sequence steps, SMS and WhatsApp to that person are all refused at send time, even for a campaign built before the flag was set.
Consent history sits on a contact’s Compliance tab, so the question of when somebody agreed to hear from you has an answer. Export data produces everything held about one person, ready to hand over when they ask.
Lifecycle stage runs from Subscriber to Lead, MQL, SQL, Customer and Evangelist. Nothing moves a contact between stages automatically: the stage is a judgement you record, and reports read it back as you left it.
How client management works in ExecCortex
1.Bring your clients in
Import contacts from a CSV. Each row needs a name, or a first and last name, and the company column finds or creates the account. Rows are matched on normalised email first, then name.
2.Put each person in a company
Setting the account is what puts a contact on that company’s page, org chart and timeline. One contact per account can be Primary.
3.Log the work
Add follow ups, log calls and book meetings against the contact. The same task shows on every record it belongs to.
4.Open Customer 360
See one company on one page. Link the invoicing customer and the projects once, and the money and delivery panels fill in.
5.Keep it clean
Data Quality and Duplicate Matching find the duplicates; merge keeps the values you choose and moves everything attached onto the survivor.
Every screen is explained in detail in the Customer Relationship Management guide.
What it does not do
- Calls is a log, not a dialler. It records calls made on your own phone system.
- It does not move a contact’s lifecycle stage for you. The stage is your call.
- Money and delivery panels on Customer 360 need the Invoicing and Project Management apps, each linked once to the company.
What it costs
Every workspace starts on the free plan, with no card required. Each app is then priced per workspace and switched on by itself, and capacity packs raise one limit at a time without moving you to a bigger plan. Prices below are read live from the platform.
See every price and capacity pack or read more about Customer Relationship Management.
Related: All in one CRM, CRM with invoicing, or every use case.
Client management software: common questions
What is client management software?
It is software that keeps every client, the company they belong to and every interaction with them in one shared record.
Is client management software the same as a CRM?
Mostly. A CRM also covers leads, deals and campaigns before somebody becomes a client. In ExecCortex both live in the Customer Relationship Management app.
Should a new enquiry be a lead or a contact?
An enquiry you are still qualifying is a lead, with the person and company on one row. Convert it when it is worth keeping: that creates the contact and finds or creates the company.
Can I stop the team emailing a client who asked us not to?
Yes. Set the contact to Do not contact. Every email, campaign, sequence, SMS and WhatsApp send to them is refused.
Why is the money panel on Customer 360 empty?
The invoicing customer has not been linked to the company yet. It needs linking once.
Give your team one place to work
Create a workspace, invite your team and import your first leads, all on the free plan.
- Free plan, no card
- Ready in a few minutes
- Cancel from inside the product