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And has some functions available for free users.Ĭapterra rating: 4.7/5 2. Pricing: Semrush CRM is part of the Agency Growth Kit. Not built specifically for sales management.

Lets you create tasks, reports, and pitches to demonstrate progress.

Offers client portals for closer collaboration.

Connects to Semrush data for enriched profiles.

If you manage marketing for multiple clients, Semrush CRM’s features ensure seamless collaboration across all stakeholders. This helps you prioritize tasks around what matters most to the client. The CRM also includes a dashboard for Semrush project data so you get a full picture of client SEO, social media, and marketing performance.

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Create engaging PDF reports and pitches and share them in client portals.Set up client portals to collaborate directly with clients.Store, track, manage, and report on client relationship tasks and activities.Get enriched insights to evaluate clients based on their metadata, development tools, security information, IP addresses, and website languages.Create in-depth client profiles that include contact details, social media profiles, and which analytics and development tools they use.The CRM lets you manage your entire client workflow from one user-friendly interface, so you can: Semrush CRM is a part of Semrush’s Agency Solutions toolkit. And all were generally rated the best for features and user experience.īest for: Digital marketing agencies, freelancers, and consultants who manage many clients. The tools below (listed in no particular order) repeatedly ranked high on the reputable software directories Capterra and G2. To help you determine which is best for your business, we’ve outlined the features and pros and cons of the leading CRM platforms for different business needs. The 9 Best Client Management Software for Any Business Typeĭifferent client management systems cater to different business needs. But all leading products share the same key components to help you manage client communications and work more productively. Client management software, also known as client relationship management software (CRM), brings sales, marketing, and customer service under one roof to streamline day-to-day operations.Įvery client management software has unique features.

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