Disclaimer: This is a user generated content for MyStory, a YourStory initiative to enable its community to contribute and have their voices heard. The views and writings here reflect that of the author and not of YourStory.

5 essential features every client management software should have!

An effective client management software can help solve multiple issues. Here are some of the must-have features that are omnipresent in a top HR software solution.

An effective client management and customer relationship software solution is something every business should make use of. As the number of clients increases, it becomes a monumental task to handle every client through a paper and other communication. Here are some of the key features that every CRM software solution should have:

Simple user interface

“If it takes hours to explain, the UI is simply not good enough.”

These words are golden and developers live-by them whenever creating a new product. For a business organization, it makes zero sense to buy a customer relationship software solution which is difficult to use and implement. Since the solution will have multiple features, it is important to have a smooth transition between features. The success of a top software lies in every employee using it without any issues.


Not all business owners will look for the exact same features in an effective CRM solution. The success of every software is that it can be customized in one way or the other. The flexibility of the same should be looked into during the development stage. 

The customer will get the full value only if it satiates every need of the organization. From dashboard to analytics, it is critical to have an easy to understand customizable features.

Remote Access

Cloud-based client management software is the need of the hour. Gone are the days when you had to wait to get specific details about a client or a project. Today, an effective solution is the one that can be accessed remotely on-the-go 24x7. This enables the different project managers to gain access to key project and client information that is needed on an urgent basis. It is also important to have the access to mobile phones through applications. The feature also lets people handle thousands of projects and millions of customers without having to worry about paper or access to the information.

Integrated Analytics

Data is worth Gold in today’s digital world. Having access and collecting the data is simply not enough. Through analytics one can explore the numerous opportunities for better business and clientele relationships. Building a software solution which can help dig deep into data and analytics and having an interface so that users can easily make sense of it. Good analytical research often leads to better business decisions and thus a better business environment.

Data Security

Big companies have a huge network of employees and clients and thus a huge amount of data which needs to be stored in the client management software. Some of the most key details such as contracts, budgets etc. need to be stored securely. Making sure there are proper measures that are taken to ensure no data leak, breach and hijacking will never take place. For clients as well as businesses data security is thus a very important feature.

An effective client management software can help solve multiple issues. Here are some of the must-have features that are omnipresent in a top HR software solution.