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Best Client Management Software in India
A client management system, or CRM (Client Relationship Management), is software that helps businesses track and manage their clients efficiently. A CRM helps organise client data, track invoices, automate follow-ups, and improve customer relationships. In this blog, we will discuss how a client management system like Xora can benefit your service-based business and compare it with other Indian competitors.
Why Do You Need the Best Client Management Software in India?
A CRM can streamline your workflow by:
- Keeping client information in one place
- Automating lead responses and follow-ups
- Reducing administrative work
- Improving communication with clients
- Increasing conversions and business growth
Features That Make Xora Stand Out
1. Keeps You Organized and Simplifies Tracking
With Xora, all your client information, contracts, and invoices are stored in one place. You don’t need multiple platforms to send pricing guides, agreements, and payments. Everything is consolidated, making tracking effortless.
2. Increases Conversions with Automated Follow-ups
Follow-up emails are crucial for conversions. With Xora, you can automate follow-ups to ensure potential clients don’t slip through the cracks. For example, you can schedule a reminder email three days after a client receives a proposal but hasn’t signed yet.
3. Automate Admin Tasks to Save Time
CRMs with automation features help you focus on business growth instead of administrative tasks. Xora automatically sends reminders, contracts, and payment invoices so you don’t have to manually manage everything.
4. Improves Client Communication and Retention
Xora allows you to send automated messages, schedule meetings, and track interactions in one place. This strengthens relationships with clients, leading to better customer satisfaction and referrals.
5. Integrations and Customizations
Xora integrates with various third-party tools like QuickBooks, Google Calendar, and email services to provide a seamless workflow. You can customize workflows, templates, and automation to suit your business needs.
Xora vs Indian Competitors: A Price and Feature Comparison
| Feature | Xora | Competitor A | Competitor B | Competitor C |
|---|---|---|---|---|
| Available in | India | India | India | India |
| Best for | Service-based businesses | Small businesses | Freelancers | Coaches & Consultants |
| Payment Processing Fee | 2.5% + ₹10 per transaction | 3% | 3.5% | 2.9% |
| Free Trial | 14 Days | 7 Days | 10 Days | 30 Days (Limited Features) |
| Scheduler | ✅ | ✅ | ✅ | ✅ |
| Workflows | 15+ Options | 5 Options | 3 Options | 10 Options |
| Online Contracts & Invoices | ✅ | ✅ | ✅ | ✅ |
| Customizable Proposals & Questionnaires | ✅ | ✅ | ❌ | ✅ |
| Template Library | ✅ (All Users) | Limited to Top Plan | Available | Only in Enterprise Plan |
| Automated Client Payment Reminders | ✅ | ✅ | ✅ | ✅ |
| Lead Capture & Contact Forms | ✅ | ✅ | ✅ | ✅ |
| Task Boards & Smart Fields | ✅ | ❌ | ❌ | ✅ |
| Customer Support | 24/7 Fast Support | Limited Email Support | Chat Support | Priority Support in Top Plan |
| Mobile App | ✅ | ❌ | ✅ | Limited Features |
Why Xora is the Best Client Management Software in India
Xora stands out among Indian CRMs by offering:
- Affordable pricing compared to competitors
- More automation features to save time
- Better customer support with 24/7 assistance
- Seamless integrations with financial and project management tools
If you’re looking for a scalable, affordable, and powerful client management solution, Xora is your best choice!
👉 Sign up for Xora today and take your business management to the next level!
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