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Top Rated Online CRM Software with Client Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Client management enables tracking leads and current customers, storing contact details, viewing interaction history, and scheduling follow-ups. It supports easy data retrieval, enhances customer service, and integrates with other tools for comprehensive client oversight. Our reviewers in online CRM software rated this feature as highly important.

3 Best Online CRM Software with Client Management

  • Zoho CRM
  • Salesforce Sales Cloud - Highest rated for client management
  • HubSpot CRM

See other top Online CRM products with client management

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the online crm software category. They also needed to have sufficient reviews about client management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for client management based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo
4.3
(6.9K)

User insights about the client management feature

Reviewers highlight Zoho CRM's client management capabilities for centralizing client information, improving communication, and building strong customer relationships. They appreciate the ease of accessing all customer data from one screen and the ability to track emails, calls, and meetings. Users find the advanced search functionality and custom field options valuable for managing historical records. They also mention the integration with other Zoho solutions and the AI feature Zia, which helps gather information from client emails, enhancing future interactions.
“This software makes it very easy to excel at client management. Since it centralizes information from all client interactions, it keeps our team organized. By staying up to date on all client interactions, we are able to keep the clients happy and retain them for the long term. ”
MM

Maddie M.

Media Planner

“It helps you keep track of emails sent to clients and Zia the AI feature helps gather info from emails received from clients which helps you better connect with them in the future. ”
CH

Cindy H.

Human Resources/Recruiting

Online CRM key features coverage

Zoho CRM offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.4
Data Import/Export4.3
Pipeline Management4.4
Lead Management4.4
Lead Capture4.4
Reporting/Analytics4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the client management feature

Reviewers appreciate Salesforce Sales Cloud's client management capabilities for optimizing customer relationships, enhancing communication, and centralizing client data. They highlight the platform's ability to organize contacts, track interactions, and manage client portfolios effectively. Users report that it helps keep all project information in one place, making it easy to update and track client details. They find the customizable profiles and account pages beneficial for various industries, and the detailed tracking of interactions and personalized engagement fosters long-term customer satisfaction.
“Client management in Salesforce Sales Cloud optimizes customer relationships, enhances communication, and centralizes client data. It ensures personalized interactions, boosts sales efficiency, and fosters long-term customer satisfaction, driving bus”
Verified reviewer profile picture

Noer I.

UI UX Designer

“It excels in managing client relationships through detailed tracking of interactions & personalized engagement.The platform provides a comprehensive view of client data, facilitating better relationship management & customer service. ”
Verified reviewer profile picture

Soumiya A.

Account Manager

Online CRM key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.5
Data Import/Export4.4
Pipeline Management4.4
Lead Management4.4
Lead Capture4.5
Reporting/Analytics4.4

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the client management feature

Reviewers indicate that HubSpot CRM's client management capabilities are user-friendly and intuitive, making it easy to track client interactions and manage accounts. They appreciate the seamless interface for delivering exceptional customer service and the ability to view activity in client accounts, which is helpful for remote teams. Users find the automation features and integration with other products beneficial for maintaining a single source of truth. They also value the platform's ability to distinguish between different client groups and track them from lead to client.
“I like how HubSpot CRM's Client Management feature provides a seamless interface for tracking client interactions, managing accounts, and delivering exceptional customer service, ultimately fostering long-term loyalty and satisfaction.”
Verified reviewer profile picture

Varshitha D.

Sales development representative

“The ability to view activity in client accounts is very helpful for teams who are remote. Also the fact you can @ team members in various roles allows for easy collaboration.”
CB

Christian B.

Manager Partnerships

Online CRM key features coverage

HubSpot CRM offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.5
Data Import/Export4.3
Pipeline Management4.4
Lead Management4.5
Lead Capture4.3
Reporting/Analytics4.2

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Online CRM Software with Client Management in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
HubSpot CRM logo
Category Leaders

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Zoho CRM logo

Customer relationship management solution

All you need is an internet connection. Zoho CRM is a SaaS application that can work across all platforms.

Read more about Zoho CRM

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

Read more about Marketing 360

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

Bigin is an online CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. From multi-channel communication and foolproof automation to intuitive mobile apps, Bigin offers a wide variety of simple yet powerful features, all at a pocket-friendly price.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need in an online CRM: client management, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Apptivo logo
Category Leaders

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

Users also considered
Keap logo

An all-in-one CRM, sales and marketing automation solution

More Growth, Less Busy Work
Our marketing automation removes the headaches and busy work while accelerating growth.

Read more about Keap

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 voted #1 free online CRM software. 100% free with unlimited records, sales automation, telephony and email marketing. Over 12 million companies are using Bitrix24. Bitrix24 is available in cloud and on-premise with open source code access.

Read more about Bitrix24

Users also considered
Copper logo

The CRM designed for Google Workspace

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered
Nutshell logo

Sales, marketing and engagement platform

Nutshell is a comprehensive sales, marketing and engagement platform that helps B2B organizations win deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and live support, all at a very affordable price.

Read more about Nutshell

Users also considered
Spotler CRM logo
Category Leaders

The Powerful CRM for Growing Teams

The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

Read more about Spotler CRM

Users also considered
VipeCloud logo
Category Leaders

Sales CRM With Marketing Suite That Builds Rapport With You

98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

Read more about VipeCloud

Users also considered
Thryv logo

All-in-one management solution built for small business

Thryv is an AI-powered CRM and marketing platform helping small businesses capture leads, automate follow-ups, and grow.

Read more about Thryv

Users also considered
vcita logo

Appointment scheduling and reminder solution

Manage your leads, contacts and clients from a single online hub. Stay in touch with all of your contacts at a moment’s notice, and never miss a message, inquiry or new opportunity to do business.

Read more about vcita

Users also considered
Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

Cloud-based CRM

Read more about Pipeliner CRM

Users also considered
Agile CRM logo

Sales and marketing CRM for growing businesses

Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

Read more about Agile CRM

Users also considered
Claritysoft CRM logo
Category Leaders

User-friendly customer relationship management software

Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

Read more about Claritysoft CRM

Users also considered

Key features for Online CRM software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Users centralize and organize customer information, track interactions, automate tasks, and customize contact details for efficient communication and follow-ups. 94% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers value the ease of importing and exporting data, supporting bulk uploads, error reduction, and compatibility with various file formats and systems. 93% of reviewers rated this feature as important or highly important.
  • Pipeline Management: Reviewers highlight tracking and organizing leads systematically, categorizing them by stage, and ensuring effective follow-up and engagement. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize prioritizing high-potential leads, automating follow-ups, tracking interactions, and improving conversion rates through comprehensive lead management. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Users appreciate the efficient collection of potential customer information from multiple sources, integration with forms, and automatic addition to the sales pipeline. 88% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers appreciate generating insightful reports, tracking performance metrics, customizing reports, and utilizing data for informed decision-making. 86% of reviewers rated this feature as important or highly important.