Note: If you aren’t seeing Clients in your left-side navigation, not to worry! Click here to learn about how to enable it. When managing multiple clients and their projects, the last thing you need to worry about is manually cobbling together metrics across their projects just to get a sense of how things are going, or realizing you have a client directory with gaps and outdated information. Being the only platform built to run client work, we have just the fix for you!

While software solutions have been around for many years, technological advancements in the last few years have made client management software much more accessible. From the moment a lead is generated to when a sale closes, having the right client management tool can help automate and streamline your client management process. In this post, we’ll rank and review the top client management software tools, helping you find the right solution.

Horror stories about poor client experiences make the rounds online, in friend circles, and between colleagues. These stories can include anything from a lack of communication to being scammed out of money for deliverables. Either way, your brand reputation extends beyond just your work; it encompasses the entire client experience. One of the best things you can do for your business is give your clients a great experience from the start.

Finding clients is an important job for agency owners. Clients keep the lights on and your employees paid. But even more important is finding a way to keep existing clients happy and coming back for more work. When you do the hard work to land a new client, the last thing you want is for them to leave. It costs 5x to 25x more money to replace a client than it does to retain them. Meaning if you lose too many clients, your business is on a slippery slope towards demise.

Amazon DynamoDB is a fully managed NoSQL database service built for scalability and high performance. It’s one of the most popular databases used at SaaS companies, including Courier. We selected DynamoDB for the same reasons as everyone else: autoscaling, low cost, zero down time. However, at scale, DynamoDB can present serious performance issues.

How much do you know about building relationships with clients? In this guide, we are going to break down all you need to know about building relationships with clients. If you are exploring ways to increase customer retention and reduce churn, this is the perfect guide for you. Let’s dive straight into some practical tips on how to build strong and fruitful relationships with clients.

Good eye contact, a firm handshake, and positive in-person experiences used to go a long way in building customer trust. So what are consultants to do in this new era where remote meetings are the norm and opportunities to build trust are not as obvious?

How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?

How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?