Best Contact Management Software
Store, organize, and track information about your customers with ease.
Easily manage your customer and vendor's contacts from one place
Our client management software empowers you because we have a clear understanding that your customers are key to your business, especially knowing who has made the payment, who is yet to, how to contact them, etc. You have all your customers, vendors, and their contacts with business billing history in one place.
Build your client relationships to win more business.
Invoicemonk is a great, powerful, compact, and professional invoicing platform as well as client management software for small businesses and freelancers. Our client management tools features include full control of the cash flow, tracking of customer payments, and tracking of business expenses. Read about us.
Features of Invoicemonk Client Management at a Glance
All your client contact database
Easily add, edit, and track clients/vendors and leads directly from your dashboard. Add client/vendor contact information to your estimates, invoices, and expenses.
Covert smarter and quicker
Invoicemonk automated reminders to follow up with your clients and leads gives you advantages – you choose how often – and use customizable email templates to get in touch quickly.
Easy connection with your clients
With Invoicemonk client relationship management software, you save time and win more business, referrals, and sales by automating your client management and lead communications.
Client Management Frequently Asked Questions
Have a question? Find out the most commonly asked questions below.
Client management is the process of managing, coordinating, and overseeing a company’s interactions between potential clients and existing clients. A client manager may build and strengthen relations between an organization and its clients. When clients typically buy a service or product from a company, they’re making ongoing or frequent purchases.
Below are eight skills a client manager may benefit from using when they’re working with various clients:
- Knowledgeable
- Communicative
- Detail-oriented
- Organized
- Calm
- Confident
- Problem-solver
- Honest
Yes! You select how often you want to follow up with each of your clients or prospects – whether that is weekly, monthly, or quarterly.
For now, we have one uniform template available for you to use – including encouraging follow-up on invoices and estimates. Edit each one as you see fit.
Yes! Our template is completely customizable. Open a template, edit, and hit save. The template can automatically be populated with your client’s personal information, like your client’s first name, for example.
Yes – you decide when and how often you’re reminded to contact your clients and leads. Remove or edit these reminders at any time.
Make your small business look professional with Invoicemonk
Invoicemonk’s customizable invoice & estimates platform makes you look professional, saves you time, gets you paid, and makes managing customer information easy. It is simple-to-use, customizable invoice templates.
Start exploring all the free online invoice features today.
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