ClientBee

ClientBee

ClientBee is customer relationship management software designed for small businesses to manage contacts, track communications, and automate marketing. It provides features like contact management, email integration, calendar management, task tracking, and reporting.
crm contact-management marketing-automation

ClientBee: Customer Relationship Management for Small Businesses

ClientBee is customer relationship management software designed for small businesses to manage contacts, track communications, and automate marketing. It provides features like contact management, email integration, calendar management, task tracking, and reporting.

What is ClientBee?

ClientBee is a cloud-based customer relationship management (CRM) software designed specifically for small businesses and freelancers to manage contacts, track communications, and automate marketing activities. It aims to provide an affordable yet powerful CRM solution to help small teams organize client and prospect information, build better relationships faster, and grow their business.

Key features of ClientBee include:
- Contact Management: Store all client & prospect information in one place. Organize contacts with tags and custom fields.
- Email Integration: Sync email conversations to individual contact profiles automatically.
- Calendar & Task Management: Schedule meetings, calls, and tasks. Get notifications and reminders to follow up.
- Marketing Automation: Create targeted email campaigns and nurture prospects with workflows.
- Reporting & Dashboards: Gain insights into deals with visual reports and monitor team performance.
- Mobile Apps: Access contacts, schedules, and tasks on-the-go with iOS and Android apps.
- API & Customization: Integrate with other business apps via Zapier and REST API. Customize fields and processes.

ClientBee positions itself as an intuitive yet robust CRM for scaling service-based companies. It focuses on ease of use and key functionality like contact management, email tracking, calendar, and reporting without unnecessary complexity. ClientBee aims to help small teams build better client relationships and grow their consultancy or agency business.

ClientBee Features

Features

  1. Contact management
  2. Email integration
  3. Calendar management
  4. Task tracking
  5. Reporting

Pricing

  • Freemium
  • Subscription-Based

Pros

Easy to use interface

Affordable pricing

Integration with Gmail and Outlook

Mobile app available

Customizable workflows

Cons

Limited customization options

Lacks some advanced CRM features

Mobile app lacks some desktop features

Steep learning curve for some users

Official Links


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