10 Best Customer Management Software & Tips How to Choose it!

Customer management software is widely used by businesses today to manage customer interactions. This application plays an important role in building a business by establishing good relationships with customers.

Customer management software allows you to build in-depth customer relationships by managing all detailed customer information.

There are many things you can do with customer management software besides establishing customer interactions. For example, arranging meeting schedules, making reports in real time, recording sales and much more. You can do all these activities from just one application.

By using the CRM application, you can manage various important aspects related to consumer data, such as meeting schedules, reports, sending emails, adding notes, and Public Relations (PR). Everything can be done with just one application.

Unfortunately, the large number of customer management system choices makes some businesses hesitate to make a decision. Is the application chosen the best or best suited to their business needs? In this article we summarize and discuss the 10 best customer management applications that you can try.

What is Customer Management Software?

Customer Management Software

Customer management software is a tool used to manage customer relationships effectively. These apps also make it easier for businesses to understand customers better and use customer information to provide the best possible customer experience.

This customer management system is able to simplify complex sales journeys. In fact, this application is able to store all customer information from various business channels on one platform. This can improve employee performance and make more sales.

What are the Types of Customer Management Software?

Customer management software consists of several types according to their use. The following are several types of customer management systems:


The customer management process ensures all teams have access to the same up-to-date customer data. This application not only collects all marketing and sales team information, but also customer interaction data that occurs via email, call centers and other customer service channels.

That integration between departments and channels saves customers from terrible experiences such as repeating questions when communicating with a business the first time. S

Every employee who interacts with them can quickly and easily pull up records of all customer interaction history to consult and learn all the relevant details.


Customer management systems help simplify business processes to create effective customer relationships. This application is able to better visualize and more efficiently handle the customer journey.

Starting from the first interaction, then through the entire management process or through the sales pipeline, and continuing with activities after becoming a customer.

Customer management software is equipped with an automation system for marketing, sales and service activities. This certainly makes the team’s work easier, so they can focus on completing more important work. That way, it can encourage the business to develop better.


Analytical has the main focus to help analyze the customer data you have to get important insights. Customer management systems provide features that help you use the data you have to see customer behavior trends.

With this information, you can more easily understand what steps are most successful in generating sales, which increase customer retention, and what problems customers most commonly face and how to solve them.

What are the Business Benefits of Using Customer Management Software?

The main benefit that businesses will get by using customer management process tools is managing customer data automatically. Where this data can be used to establish better customer relationships.

Apart from that, there are other advantages to using customer management software, namely:

  • Store and manage customer information in one platform
  • Predict future sales based on previous sales data
  • Streamline the sales process and cut unnecessary steps
  • Automate your workflows such as data entry and administrative tasks
  • Minimizes the potential for human-caused errors in data input
  • Track customer information to meet each customer’s unique needs and preferences

Features that Customer Management Software Must Have

So that you can benefit beforehand, Customer management software has the following features:

1. Workflow automation

Workflow automation simplifies business processes by automating repetitive tasks. For example, the app will automatically send a message to a sales representative every time a customer fills out a form on your website.

This feature will move certain procedures and data within your program, thereby lightening your team’s workload.

2. Reporting

CRM reports make it easy for you to analyze leads, understand customer behavior, know the number of outbound calls your team makes, and other important marketing metrics.

Some CRMs offer more types of reports than others to suit your business needs.

3. Customer Data Management

Understanding your customers is the first step in running a successful business. Customer data management tools allow you to organize customer data clearly, helping you improve customer relationships.

4. Customization

You can customize customer management software to suit your needs. When a program is customizable, you can choose the features you want such as contact forms, dashboards, reports, extensions, and plugins to support your needs and budget.

5. CRM integration

You can connect CRM to other applications, such as your email marketing or accounting software.

This saves you from manually entering data, constantly switching from one application to another, and spending money on additional tools for your CRM.

How to Choose the Best Customer Management Software?

Of the many choices of customer management software on the market, of course you want the best for your business. Here are tips for choosing the best customer management system for your business:

1. Determine a budget

In general, typical customer management process tools range from free to more than $200 per month. Therefore, you need to prepare the amount of budget you will spend to start subscribing.

This makes it easier for you to narrow down your choices by eliminating options that exceed your budget before moving on to the next stage.

2. Know the customer management software features you need

Each customer management system provider offers different supporting features. Some may offer advanced features, but sometimes those features are not essential for your business.

Therefore, you need to make a list of what features your business needs. Don’t overpay for features you don’t actually need

3. Collect references from similar businesses

In the crowded sales technology market, choosing the right software can be daunting. Recommendations from people who understand your industry’s needs from the inside are invaluable.

That way, you can find out the advantages and disadvantages of each vendor as a consideration before making a decision.

4. Observe customer management software market trends

Today’s technological advances mean that the software market changes relatively quickly, so the high-profile solutions you’ve heard of in the past may no longer be the best choice.

Small business advice websites and trade publications are a great way to see what market trends are currently popular and what are not.

5. Read customer management software user reviews

As the list of software options grows, take the time to read other user reviews. That way, you’ll get more insight into how each piece of software performs in the real world than you would by reading about it on the vendor’s website.

10 Best Customer Management Software

1. Mekari Qontak

Mekari Qontak provides the best customer management software in Indonesia. The Qontak application is equipped with an automation system that simplifies marketing, sales and customer service processes. Qontak.con also helps the process of monitoring sales in real time through an analytical dashboard.

The price for subscribing to Qontak.com is relatively affordable, starting from Rp. 200,000 per month with a 14 day free trial

Some of the superior features that Qontak has are:

  • Customization: Display that can be customized according to needs. CRM can be changed instantly to suit the business perspective of its customers.
  • 360 View and Analytical Reporting: Presents complete data, including monitoring and management of sales activities, sales pipeline visualization to track ongoing business processes and deals, as well as reporting and analysis to provide better insight and decision making.
  • Live GPS and Mobile Application: Has a Live GPS feature, namely location tracking which can be done offline and in real time even without an internet connection.
  • KPI Tracking and Task Management: Has fully customizable KPI tracking and task management features so that users can create specific KPIs that they want to monitor according to their needs. Accelerate your KPIs and business performance now.
  • WhatsApp Omnichannel Integration: Integrated with WhatsApp and other Omnichannels such as social media, e-commerce and VOIP call center in customer service.
  • Document Optimization: Provides document automation and full support/service to its users.
  • Marketing Initiation: Connect with marketing applications so you can automate with CRM for marketing campaigns.
  • Dedicated Support: Get special support for each user and affordable prices.
  • Live Chat and Web Chat Feature: Can be integrated with Live Chat and Web Chat features, making it easier for customers to contact your business contacts.

2. Freshsales

Freshsales is about providing the automation solutions that salespeople need. These tools help them to attract quality leads, engage in contextual conversations, drive deals, and maintain customer relationships.

Freshsales encourages teams to spend more time selling. This helps in increasing employee efficiency and productivity.

Freshsales subscription fees start at $15.00 per month

The features that Freshsales has are:

  • Audience Targeting
  • Calendar Management
  • Case Notes
  • Cataloging/Categorization
  • Chat/Messaging
  • Collaboration Tools

3. Pipedrive

Pipedrive is a cloud-based customer management process solution that allows businesses to plan sales activities and monitor transactions.

This application can be accessed from anywhere 24×7 using a web browser or mobile apps. Pipedrive provides full visibility of the progress stages for each transaction with complete details for the next actionable item.

Pipedrive also offers custom sales reporting features to monitor individual and team targets, analyze sales data, and generate visual reports.

Pipedrive subscription prices start at $12.50 per month.

The features offered by Pipedrive include:

  • Business Card/Badge Scanning
  • Calendar Management
  • Call Management
  • Campaign Management
  • Churn Management
  • Client Tracking
  • Collaboration Tools

4. Bitrix24

Bitrix24 is customer management software used by more than 8 million companies worldwide. This app helps you monitor unlimited prospects, deals, contacts, invoices and appointment scheduling.

Bitrix24 is equipped with a sales and marketing automation system, bulk SMS, campaign management and support for multiple channels. Available in 18 different languages.

Bitrix24 charges start at $49.00 per month

The features you will get by subscribing to Bitrix24 include:

  • Access Controls/Permissions
  • Activity Tracking
  • Analytics/ROI Tracking
  • Appointment Management
  • Approval Workflow
  • Assignment Management
  • Attendee Management

5. Nimble

Nimble provides customer management software that can be integrated with other applications. With this integration, the Nimble application is able to store data on one platform, making it easier to manage your customer and sales data.

Nimble subscription prices start at $25/month for each user.

Nimble’s features include:

  • Sales Force Automation
  • Marketing Automation
  • Customer Support
  • Mobile & Social
  • Reports and Data Analysis
  • Availability of Contact Data
  • Data Accuracy

6. Glue Up

Glue Up is a cloud-based customer management platform for nonprofit organizations. A

Glue Up app integrates event management, membership management, customer relationship management (CRM), email marketing, payment processing and custom mobile apps into one platform. Glue Up also comes with two separate apps available for iOS and Android devices.

Glue Up subscription costs start at $125.00 per month

The features offered by Glue Up include:

  • Application Management
  • Attendee Management
  • Badge Management
  • Calendar/Reminder System
  • Chapter Management
  • Committee Management

7. Chatabox

Chatabox is a customer relationship management solution that allows businesses to manage leads, clients, contact details, marketing campaigns, appointments and more.

The platform helps organizations design custom workflows, add public/private notes, and create and share multiple projects with teams through a unified portal.

Additionally, Chatabox dashboards allow managers to monitor tasks, sales, marketing campaigns, opportunities, and other metrics.

Prices offered by Chatabox start from $ 35.00 per month

The features you will get from Chatabox are as follows:

  • Calendar/Reminder System
  • Document Storage
  • Internal Chat Integration
  • Lead Generation
  • Quotes/Estimates
  • Territory Management

8. EngageBay

EngageBay is a marketing, sales, customer service solution designed to help small to medium companies. This cloud-based platform allows businesses to use marketing tools to build rapport with customers and maintain their loyalty.

EngageBay allows you to manage and track all customer, lead, and deal activity as they progress through the pipeline.

Prices available for monthly subscriptions are offered starting at $10.79 per month

The features EngageBay offers include:

  • Account Alerts
  • Activity Tracking
  • Analytics/ROI Tracking
  • Auto-Responders
  • Automated Routing
  • Automated Scheduling


TOCA is an intuitive mobile customer management software designed to maximize the effectiveness of client information updates. As an all-in-one solution, users have access to all the necessary customer management tools required for daily operations at their fingertips.

TOCA provides a daily overview of all past due, completed and unscheduled accounts so users know which accounts to focus on in their daily sales cycle.

The price to pay for a TOCA subscription starts at $69.00 per month

TOCA’s features are as follows:

  • Calendar/Reminder System
  • Mobile Access
  • Task Management

10. Agile

Agile helps customer service teams with advanced tools to close tickets faster, ensuring customers can successfully use your product.

The app integrates with advanced telephony, outgoing calling, incoming calling, call routing, help desk ticketing, tag based calling, help desk groups, call recording, call logs, call scripts, call reports and more.

Agile subscription prices start at $8.99 per month

The features possessed by Agile include the following:

  • Activity Dashboard
  • Archiving & Retention
  • Audience Targeting
  • Automated Routing
  • Blended Call Center
  • Calendar/Reminder System