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.